Salesforce Announces New Data and AI Innovations to Help Field Service Organizations

 

Salesforce announced new capabilities to help field service organizations proactively manage and maintain the lifecycle of their physical assets — from purchasing through service. Let’s find out with us!

1. Improve availability with an Asset Health Score

This solution integrates real-time data from any source, such as Enterprise Resource Planning (ERP), Enterprise Asset Management (EAM), and even legacy systems, through Salesforce Data Cloud to calculate an asset’s overall health and performance based on factors such as age, usage, telemetry (e.g. temperature, speed), and repair history. Now, companies can define criteria to trigger a workflow when an asset needs attention.

2. Mobile App

With the Field Service Mobile App and remote access to Asset Health Scores and Einstein Pre-Work Briefs, technicians can now quickly understand key details of their work order including asset status and service history. With full visibility into what’s wrong with an asset, technicians can expedite triage and decide on a fix – resulting in faster job completion and higher first-time fix rates. Additionally, technicians will be able to see other assets with a low health status while onsite and proactively service those to prevent a future truck roll and reduce the chance of downtime.

3. Efficiently manage assets with Asset Service Lifecycle Management

Empowers customers to oversee the entire asset service lifecycle seamlessly with pre-configured data kits for Data Cloud combined with a suite of features designed for asset-intensive industries. Now, companies can choose the appropriate service entitlement during case or work order execution with a unified view of all active service entitlements for each asset. They can quickly create and send work order-based quotes to customers on-site and centrally manage all service campaigns such as recalls or upgrades.

4. Drive actions with Connected Assets

Helps organizations easily integrate asset data with customer information to surface calculated insights and orchestrate actions in response to real-time, bi-directional telematics events. Operator safety can also be improved by providing immediate notifications of potential safety concerns.

5. Predict upcoming asset failures with AI (Beta)

This out-of-the-box Salesforce AI training model can identify common issues based on current asset data and service history of similar assets and predict the time of — and reason for — an asset failure.

6. Make faster, smarter decisions with Field Service Intelligence

This new analytics tool gives field service organizations out-of-the-box dashboards to dig deeper into asset-related KPIs and insights like asset availability, reliability, and downtime. Plus, since Data Cloud works with any third-party system, companies can make decisions based on a comprehensive and accurate representation of the business. Field service managers will also get out-of-the-box dashboards for work orders and service appointments, giving them a more complete view of their operations.

Conclusion: With access to real-time data and intelligence about their assets remotely from the field — and AI models that accurately predict potential failures, companies can reduce unplanned, costly repairs, extend the lifespan of their assets to be more sustainable, and even identify additional recurring revenue opportunities like end-of-life upsell.

If you want to learn more about Salesforce or need more information, you can contact us at:

• • Email: support@keizu.vn
  • Phone: (+84) 2862903301