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Powering Intelligent Field Operations

We help organisations maximise efficiency and deliver outstanding customer service with Agentforce Field Service. With years of expertise, we enable you to transform service from a cost centre into a growth driver.

1,000+

Successful Salesforce projects

430+

Salesforce experts worldwide

16+

Years of experience with Salesforce

A Proven partner for Agentforce Field Service transformation

From consultation and design through to go-live and ongoing optimisation, our experts guide you through every stage of your Agentforce Field Service journey. We ensure your teams are equipped with tools that scale, adapt and deliver measurable business outcomes.

Gerry O’Neill, expert for Salesforce Field Service at fluent:cx
Field Service Commercial Director

Gerry O’Neill

With over 25 years of experience in enterprise software, Gerry O’Neill is your expert in driving commercial success through tailored Field Service solutions.

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Modules

Salesforce Field Service Use Cases and Accelerators

It’s safe to say managing a mobile workforce comes with its own set of challenges. Without the right tools, overseeing scheduling, dispatching and onsite work can quickly become chaotic.

These Agentforce Field Service use cases and accelerators significantly simplify these tasks and help you harness the power of AI automation. Implemented correctly, they can turbocharge productivity, performance and customer experience.

Use Case

Modernise and scale field service operations

Use Case

Modernise and scale field service operations

It doesn’t matter whether you’re replacing manual systems or starting fresh: we help you build a future-proof foundation for efficiency, AI adoption and customer satisfaction.

Accelerator

Field Service AI ready quick start

Accelerator

Field Service AI ready quick start

We deliver a best-practice Agentforce Field Service deployment, including core configuration of scheduling, territories, and mobile apps. Our QuickStart package provides a structured starting point, with options for full Salesforce org setup, data migration and external integrations.

Use Case

Migrate to Salesforce Field Service Seamlessly

Use Case

Migrate to Salesforce Field Service Seamlessly

Ensure data accuracy and continuity by using a structured, repeatable migration process that reduces risk and speeds adoption – all with minimal downtime.

Accelerator

Field Service Management (FSM)

Accelerator

Field Service Management (FSM)

We accelerate FSMs with a tailored migration plan. Our API-driven, template-based approach unlocks fast, accurate transfer of core FSM data - resources, skills, appointments, etc. - without common validation issues.

Use Case

Scheduling and self-service automation

Use Case

Scheduling and self-service automation

Customers can book, reschedule and confirm appointments 24/7, while field teams gain AI-powered scheduling, knowledge and post-work summaries. It’s a win for both customers and field teams.

Accelerator

Agentforce for Field Service

Accelerator

Agentforce for Field Service

We combine Agentforce Field Service with Agentforce automation to deliver AI-assisted scheduling, proactive customer engagement, and seamless self-service. This boosts productivity for mobile teams.

Use Case

Assess readiness for AI-driven Field Service

Use Case

Assess readiness for AI-driven Field Service

Identify gaps in messaging, scheduling, and mobile worker processes to de-risk adoption and build a clear path to successful deployment.

Accelerator

Agentic readiness assessment

Accelerator

Agentic readiness assessment

We benchmark your operations against AI-powered capabilities. Then, we deliver a roadmap with recommendations and prerequisites to prepare for scalable Agentforce and Agentforce Field Service rollout.

Use Case

Agentforce Field Service: unlock greater value

Use Case

Agentforce Field Service: unlock greater value

Benchmark your setup against best practices to reduce missed SLAs, improve utilisation and deliver better customer outcomes.

Accelerator

Optimisation & scheduling health check

Accelerator

Optimisation & scheduling health check

We review your Agentforce Field Service setup and scheduling rules, providing actionable recommendations to improve efficiency, performance and ROI. These are both quick wins and long-term improvements.

Accelerator

Asset Service Lifecycle Management

Accelerator

Asset Service Lifecycle Management

We offer a range of automations and templates that accelerate your Agentforce Field Service implementation journey, helping you achieve faster time-to-market.

Industry experience that matters

We understand that service challenges look different across industries. Whether in utilities, telecoms, manufacturing, retail or business services, our tailored solutions are built to address your specific needs, helping you achieve faster response times, smarter scheduling, and higher customer satisfaction.

Your Partner

Why fluent:cx

Unified approach

We integrate Salesforce Field Service, Asset Lifecycle Management, Agentforce, and Service Cloud Voice into one intelligent service ecosystem.

Innovation-led

Our solutions go beyond implementation to unlock new efficiencies and growth opportunities.

Trusted expertise

With proven delivery across industries, we ensure you gain rapid time-to-value while building for long-term success.

Service portfolio

Deliver Smarter Service In The Field

Imagine a service operation where dispatchers, technicians and customers stay seamlessly connected. No gaps. No miscommunications. Sounds good, right?

We design and implement Agentforce Field Service solutions that scale with your business and unlock growth. By aligning every team through a single source of truth – and giving priority to customers - we improve scheduling efficiency and expand workforce capacity.

This turns your field service into a strategic engine for productivity, performance and customer satisfaction.


We assess your current service operations - from scheduling to technician dispatch - and design an Agentforce Field Service model tailored to your business. This ensures the solution aligns with both customer expectations and operational realities before implementation.


Our experts configure Agentforce Field Service to optimise scheduling, routing and mobile workflows. Whether you’re integrating with inventory systems or IoT devices, we ensure a seamless technology setup that delivers measurable efficiency gains.


We unlock the potential of AI in Field Service by applying predictive scheduling, demand forecasting, and asset monitoring. By analysing service history and customer data, we help you reduce downtime and anticipate maintenance needs.

We train dispatchers, field technicians and service managers to fully leverage Agentforce Field Service. From using the mobile app effectively to managing schedules and tracking KPIs, your team is empowered to deliver consistent, high-quality onsite service.

FAQ

You Have Questions, We Have The Answers

Managing a mobile workforce brings unique challenges. To illustrate how Agentforce Field Service can simplify scheduling, dispatching and onsite work, we’ve answered the most common questions we get asked.

Agentforce Field Service implementations can be complex. To provide a seamless customer experience, they involve tasks like asset service life cycle, scheduling logic, mobile configurations and integrations with existing systems.

A certified Salesforce Partner ensures:

- Tailored configurations aligned with your business model

- Faster, smoother implementation with fewer risks

- Training and adoption support for both dispatchers and technicians

- Maximised ROI from your Salesforce investment

- Expertise and best practices from similar implementations

Yes, many. Agentforce Field Service can integrate with ERP, inventory management, IoT devices, and other business systems to provide technicians with the real-time data they need. This ensures seamless operations and a 360° view of both customers and assets.

We recommend using middleware - ‘software glue’ that connects a system with applications, tools and data - to facilitate the integration.

The timeline depends on the complexity of your workflows and required integrations. Simple deployments can be completed in weeks, while more complex rollouts may take a few months.

Yes. Agentforce Field Service provides a standard field service industry data model that can be mapped to your existing field service platform data. It then migrates this data.

Getting the most value from Agentforce Field Service involves regularly assessing how effectively the platform is supporting your operational goals. Here are some practical steps to help ensure you’re maximising your investment:

1. Review your use cases regularly
Revisit your original business objectives and compare them with how the system is currently being used. Look for gaps (such as manual processes) that could be automated, or underused features like optimisation rules, knowledge articles or asset tracking.

2. Leverage analytics and dashboards
Use Salesforce reports and Field Service analytics to monitor KPIs such as first-time fix rate, technician utilisation, travel time and service appointment completion. Low performance in these areas can highlight opportunities to refine workflows or improve resource allocation.

3. Keep configuration aligned with business changes
As your service model evolves, ensure your Agentforce Field Service configuration – skills, territories, operating hours, service objectives – remains aligned. Regular audits help keep the system in sync with real-world operations.

4. Empower and train your teams
Continuous user training is key. Ensure dispatchers, mobile workers and service managers are aware of new features and best practices. Salesforce releases regular enhancements that can streamline scheduling, improve mobile usability and enhance customer experience.

5. Automate and integrate where possible
To reduce manual work and improve data accuracy, take advantage of automation tools like Flows or Einstein for Field Service, as well as integrations with other Salesforce clouds or external systems (ERP, inventory, IoT, etc.).

6. Engage with our Agentforce Field Service experts
We can work with you to benchmark performance, explore new features and identify optimisation opportunities through health checks or roadmap reviews. We’ll take you through our Optimisation and Scheduling Health Check assessment to ensure you are getting maximum benefit from your investment in Agentforce Field Service.

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