A Step-by-Step Guide to Salesforce Field Service & Service Cloud Integration
Introduction For many organizations, customer service and field service operations run on separate tracks. Service Cloud agents log cases, while Field Service teams manage scheduling and work orders. When disconnected, this creates: Delays in dispatching technicians Lack of visibility for customer support teams Frustrated customers who repeat information The solution? Integrating Salesforce Service Cloud […]
Why Integrating Service CPQ with Field Service Is a Game Changer for Asset-Heavy Industries
Introduction For asset-heavy industries—utilities, energy, manufacturing, telecom—service delivery and service pricing must go hand in hand. Salesforce Field Service manages scheduling and execution, while Service CPQ ensures accurate service pricing, renewals, and contracts. When disconnected, companies face: Delayed service quotes Incorrect pricing for on-site jobs Lost upsell or renewal opportunities Integrating the two transforms […]
