Masterclass · October 2026
When Salesforce Field Service pays off for field teams
Field Service schedules technicians by skill, travel time and contract, puts jobs on the tablet offline and records parts and readings. I show when that pays off for machine and plant builders, what to decide before a partner starts building and where the ERP stays in charge.
- 5chapters
- 32articles
- DE · ENGerman and English
Deadlines
Deadlines that affect your interfaces
Your inventory and order interfaces depend on these deadlines. Miss them and technicians go out without current spare parts stock.
Chapters
Five chapters, from the licence question to operations
First the licence question, then scheduling, the mobile app, assets and spare parts, finally AI agents and operations.
- Chapter 01:
Business case and licences
When Salesforce Field Service pays off for manufacturers, which role needs which licence and how a job gets from the case to the technician. - Chapter 02:
Scheduling and dispatch
Master data, scheduling policies, Enhanced Scheduling, the new Scheduling Console and multiday jobs: what carries field service planning. - Chapter 03:
Mobile app and documents
What technicians need offline, how inspection reports work without paper, when the service report is enough and how to test every app update. - Chapter 04:
Assets, maintenance, parts, partners
How machines become assets, maintenance by calendar or operating hours, spare parts with the ERP and service partners in the same process. - Chapter 05:
AI agents, rollout, operations
Which Field Service agents work today, how to roll out in waves, what an AI assistant may set up and which KPIs count afterwards.
Articles
Articles in the masterclass, one question each
Each article answers a question from field service projects, sorted by topic.
Decision and licences 5 articles
When Field Service pays off, which role needs which licence and how a job is created.
Scheduling and dispatch 6 articles
Master data, the scheduling engine, the new console and long jobs, so the plan holds.
- Salesforce Field Service: What Data Does Scheduling Need?
- Field Service Scheduling: How Much Should Be Automatic?
- Enhanced Scheduling and Optimization: switch now?
- Field Service Scheduling Console: move dispatchers now?
- Field Service multiday jobs: commissioning and crews
- Field Service on-call duty: shifts beyond operating hours
Technicians, app and documents 7 articles
What the mobile app does offline, how forms and service reports work and how updates get tested.
- Field Service mobile offline: which data goes on the device?
- Field Service Data Capture: inspection forms without paper
- Salesforce Field Service mobile: guided work and voice
- Salesforce Service Documents: is Document Builder enough?
- Salesforce Document Builder: five limits and workarounds
- Visual Remote Assistant: video help instead of a visit?
- Field Service app updates: how to test each release
Assets, maintenance, parts and partners 7 articles
Machines as assets, maintenance by calendar or operating hours, spare parts with the ERP and service partners.
- Field Service asset hierarchy: how deep for a machine?
- Field Service: How to Model Maintenance Contracts
- Usage-based maintenance in Field Service: hours, not dates
- Predictive maintenance in Salesforce: what data you need
- Asset Service Lifecycle Management: worth the add-on?
- Field Service Spare Parts: ERP or Salesforce?
- Field Service: How to Bring In Service Partners
AI agents and rollout 7 articles
Which agents work today, how to roll out in waves and how to measure success.
- AI agents in Field Service: what works today?
- Breakdown hotline with Agentforce Voice: triage first
- Field Service AI troubleshooting: fix the manuals first
- Spare parts by serial number: can an AI agent do it?
- Field Service setup by AI assistant: what to check
- Salesforce Field Service Implementation: Why in Waves?
- Field Service KPIs after go-live: what to measure
Contact
Planning Field Service or setting it up again?
A short conversation shows whether Field Service pays off for your field team and which decision comes first.
Book a call (opens Microsoft Bookings in a new tab)Pick a slot in my calendar via Microsoft Bookings. Prefer to write? Use the form and I’ll get back to you.
Rather talk right away? +49 221 98656758