Connected Assets & IoT in Salesforce Field Service: Proactive Service at Scale
With connected assets and IoT integration, Salesforce Field Service enables proactive service—turning traditional break-fix operations into predictive, value-added engagements. Connected Assets in Salesforce Store asset hierarchies (parent/child equipment). Track service history per asset. Link cases and work orders directly to installed products. IoT Integration IoT sensors detect anomalies → Trigger Salesforce alerts. Automatic […]
Intelligent Scheduling in Salesforce Field Service: Reduce Costs & Improve SLA Compliance
Introduction Scheduling is one of the hardest parts of field service. Assign the wrong technician and you risk delays, SLA breaches, and unhappy customers. Salesforce FSL Intelligent Scheduling uses AI to optimize assignments, saving money and improving service quality. Intelligent Scheduling Features 1. Skills-Based Routing Assign based on certifications and expertise. Example: HVAC specialists […]
Optimizing Technician Productivity with the Salesforce Field Service Mobile App
Introduction Technicians are the face of your brand. Their ability to resolve issues quickly defines customer satisfaction. Yet many technicians are burdened with manual paperwork and poor tools. The Salesforce Field Service Mobile App transforms productivity by putting all the right features in a technician’s pocket. Features of the FSL Mobile App 1. Offline […]
Key Features of Salesforce Field Service Lightning for Workforce Management
Introduction Field service is complex. From scheduling technicians and managing travel routes to ensuring first-time fix rates, workforce management can make or break customer experience. Salesforce Field Service Lightning (FSL) equips companies with tools to manage field operations seamlessly. At Perigeon, we’ve implemented FSL for clients across utilities, telecom, manufacturing, and facilities management, helping them […]
How to Seamlessly Integrate Salesforce Field Service with Dashpivot Using FlowSite Open API
Introduction Field service operations today demand real-time collaboration between office teams, field technicians, and site supervisors. Many companies use Salesforce Field Service (FSL) to manage work orders, scheduling, and customer interactions—while tools like Dashpivot by Sitemate help digitize workflows, forms, and documents on-site. But when these systems work in silos, teams struggle with double data […]
Work Orders Made Simple: Salesforce Field Service Integration with Dashpivot & Procore
Introduction For field service and construction teams, work orders are the heartbeat of daily operations. Salesforce Field Service manages scheduling and customer interactions, while site tools like Dashpivot and Procore handle on-ground execution. The challenge? Disconnected work orders. Salesforce has the order, but field teams don’t see it in Dashpivot/Procore. Site teams complete tasks, but […]
Delivering Service Excellence with Salesforce Service Cloud and Field Service
In today’s on-demand world, customers expect fast, efficient, and personalized support—whether they’re interacting online or at their doorstep. Salesforce offers the perfect combination through Service Cloud and Field Service—a unified platform that empowers businesses to deliver seamless service experiences both remotely and in the field. 💡 What is Salesforce Service Cloud? Salesforce Service Cloud […]
