![]() Scalability: Salesforce Scheduler is designed for companies with a small number of field service technicians or that have a simple scheduling process, while Field Service Lightning is designed for companies with a large number of field service technicians or that have complex scheduling and dispatching processes.The key difference lies in the scope of each tool: Salesforce Scheduler is primarily focused on scheduling appointments, while Field Service Lightning covers more functions, such as scheduling, dispatching, work order management, inventory management, and asset management. Key Differences Between Salesforce Scheduler and Field Service Lightning Benefit from automatically scheduled appointments based on predefined rules and criteria, such as technician availability, travel time, and customer preferences.Access their schedules, update work orders, and access customer information from their mobile devices using the Field Service Lightning mobile app.Manage customer assets, track asset history, and schedule preventive maintenance. ![]() Manage inventory levels, track stock movements, and optimize inventory replenishment.Manage work orders from creation to completion, track progress, update status, and capture customer feedback.With Field Service Lightning, service reps and managers can: Customizable workflows: Companies can customize the workflows and processes for scheduling and dispatching appointments to meet their specific needs.įield Service Lightning enables companies to manage all aspects of their field service operations, including scheduling, dispatching, work order management, inventory management, and asset management.įield Service Lightning is designed for companies that have a large number of field service technicians or that have complex scheduling and dispatching processes.Scheduling and dispatching: Salesforce Scheduler enables companies to schedule and dispatch in-store and virtual appointments taking into account technician availability, skills, and location.Some of the key features of Salesforce Scheduler include: In addition, you can create service resources that correspond to your employees' skills and knowledge, ensuring that your customers are consistently paired with the most suitable team member. It basically means that you can set specific topics, locations, and appointment durations. Salesforce Scheduler simplifies the process of creating, modifying, and canceling appointments for both your customers and employees. It enables companies to schedule and dispatch appointments for field service technicians, track technician availability, and manage work orders. Salesforce Scheduler is an add-on built into the Salesforce platform. ![]() Here's a closer look at the differences between Salesforce Scheduler and Field Service Lightning: Salesforce Scheduler: However similar, the tools have different features and capabilities that make them suited for different use cases. Salesforce offers two powerful tools for helping companies in their field service operations: Salesforce Scheduler and Field Service Lightning. After the pandemic many companies had to reconsider the way they deal with customer service.
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