Power your front-line teams with Data + AI + CRM. Hear best practices to harness the latest in AI-first field service: top use cases, meaningful use of data, and strategies for revenue generation.
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How to Power Your Front-Line Teams with AI and Field Service
, Senior Director, Product Marketing, Salesforce
, Solutions Engineer, Salesforce
Role: Operations, Service
Industry: Energy and Utilities, Manufacturing, Engineering, Construction, and Real Estate
Product: Agentforce Field Service, Einstein
Session Level: Introductory
Available Now on Salesforce+: Watch now
- Wednesday, Sep 133:00 PM - 3:20 PM PDT(10:00 PM - 10:20 PM GMT)AI Landing (Moscone South, Lodge Village)
- Thursday, Sep 1411:30 AM - 11:50 AM PDT(6:30 PM - 6:50 PM GMT)AI Landing (Moscone South, Lodge Village)
Session Summary by Einstein: In the Dreamforce 23 session, Emily Kofsky, Senior Director of Field Service Product Marketing, introduced the concept of "Field Service Nirvana" - a state of fast, profitable, and personalized field service powered by AI. The session showcased how AI can transform a simple fridge installation into an opportunity to drive customer loyalty and revenue. The Einstein Copilot Studio was introduced, a tool that helps build AI bots quickly to enhance customer and employee experiences. The session also highlighted the use of Apple's AR kit technology for space capture and measure, eliminating the need for pre-installation site visits. The session concluded with a demonstration of how AI and CRM can make tailored recommendations, turning every interaction into a revenue-generating opportunity. Attendees were invited to further explore these innovations at the Service Cloud Lodge and through the monthly service expert series.
Key Takeaways by Einstein:
- • Field Service Nirvana is the ideal state of field service that is fast, profitable, and personalized, driving customer loyalty and revenue through AI-powered experiences.
- • Einstein Copilot Studio allows for the creation of AI bots that can make intelligent scheduling decisions, provide personalized recommendations, and even facilitate revenue generation opportunities.
- • Salesforce's Field Service Mobile application, in conjunction with Einstein Copilot, can turn even the least seasoned technician into an expert, providing real-time advice and documentation, and enabling upsell opportunities right on the spot.
From thought-provoking sessions to hands-on workshops, Dreamforce equips you with the tools and knowledge to succeed."
Nadina D. Lisbon
CRM Enterprise Architect
NetApp
