Salesforce Field Service Lightning Vs Salesforce Scheduler – Which is the Right Salesforce Scheduling Tool?

Are you a business that takes more meetings with customers, peers, stakeholders, etc.? 

If yes, then we understand how challenging it would be for you to schedule a meeting and manage multiple meetings at the same time. 

Here are two most powerful tools that fall under the Salesforce umbrella, one is Salesforce Schedule, and the other is Salesforce Field Service.

Both have strong capabilities and streamline meeting scheduling. And yet, both tools have their own set of perks.

In this article, we discuss each tool individually and see how these tools can empower your field workforce and also improve their productivity. We will also shed light on the importance of hiring a Salesforce quick-start package for optimized Field Service Operations.

What is Salesforce Scheduler?

Known as the native Salesforce native appointment scheduling tool, it helps businesses manage appointments virtually and in person.

Whether you want to schedule an appointment with your customers, partners, or prospects, it comes in handy every time.

• It helps you track field service technicians and their availability.
• You can simply create, modify, and cancel appointments for you or both parties.
• Like a good appointment scheduling tool, the Salesforce Scheduler keeps many factors in consideration (hours, venue, capacity, etc.), while booking an appointment.
• One of the best parts of this tool is its universal applicability. From SMBs to large companies, it works for all.
• It helps businesses lower overall IT costs as it configures the OOTB feature.

Salesforce Scheduler Business Value– Best Appointment Scheduling Tool for Salesforce

A poorly scheduled meeting can lead to missed opportunities and frustrated customers, and we know you don’t want it. Here are a few business propositions that Salesforce Scheduler brings to overcome these challenges.

Effortless Appointment Scheduling

• Generate Appointment Invitation – Quickly create appointment invitations and send them directly to your customers through various channels like email or SMS.
• Book Appointment from Invitation – Empower your customers to book appointments directly from the invitation, reducing back-and-forth communication and missed slots.

Seamless Two-Way Communication

• Outbound New Appointment & Outbound Modify Appointment – Schedule appointments for your team members and easily modify existing ones, ensuring everyone is on the same page.
• Inbound New Guest Appointment & Inbound New Appointment – Allow customers to initiate appointment requests directly within the platform, fostering a self-service experience.
• Inbound Modify Appointment & Inbound Cancel Appointment – Provide customers with the flexibility to reschedule or cancel appointments themselves, reducing the administrative burden on your team.

While Salesforce Scheduler comes with strong scheduling capabilities, businesses that have more complex scheduling requirements can go for the Salesforce FSL quick start package that can help you unlock great value in terms of cost, time, and resources.

What is Salesforce Field Services?

Salesforce Field Service (formally known as Field Services Lightning) is a comprehensive solution that helps businesses manage and optimize their field service operations.

From handling the dispatching work to order management and from inventory management to real-time collaboration, a business can perform all these tasks and more with Salesforce Field Services.

There are a few Salesforce partners that offer a Field Service Quick Start pack that helps businesses empower field service technicians and operations.

• You can easily create separate records for field service workers, agents, and other stakeholders.
• Records help you maintain their location, availability, and their skills.
• FSL makes it easy for businesses to set up multilevel service areas.
• Businesses can easily track the status of their inventory, customer sites, and warehouses.
• The mobile app version of this tool helps you keep track of field service operations in real time.
• The mobile workforce can easily update their work status; take the digital signature of customers, and much more right from the application.

How is Salesforce Scheduler Different from Salesforce Field Service?

Both the Salesforce tools are strong solutions for the businesses that have field service workforce. Still, both have some differences which you need to understand to make an informed decision. These differences are on the following dynamics – 

Salesforce Scheduler Vs Salesforce Field Service – The Conclusion

Both Salesforce tools are excellent as per the requirements of a business. We have discussed both tools in detail, and we hope you can make an informed decision when it comes to finalizing the right tool.

However, you can hire a Salesforce support services company like FEXLE that has 10+ years of industry experience in delivering Salesforce consulting services. The team of Certified Salesforce professionals will rapidly implement the Salesforce Field Service Quick Start Package and streamline your field services operations.