Field Service Features – Salesforce Releases

Stay ahead with the latest innovations from Salesforce designed to elevate your Field Service operations. Explore the highlights below and see how these features can bring even more value to your organization.

Winter ’26 Release – Salesforce

October 13, 2025

The Winter ’26 Release builds on Salesforce’s vision of intelligent, hands-free, and connected field operations. From new voice-enabled workflows and faster data capture to enhanced analytics and collaboration tools, these updates empower service teams to work smarter, sync data faster, and deliver better customer outcomes in real time.

Feature	Description	More Information
Voice functionalities Complete Data Capture Forms Hands-Free with Voice to Form (Beta) Update Records Hands-Free with Voice to Record Edit	Technicians can now complete Data Capture Forms or update records using voice commands with Voice to Form (Beta) and Voice to Record Edit. This hands-free enhancement improves accessibility and safety for technicians in motion or wearing protective gear, ensuring accurate, real-time updates without the need to touch a device.	Voice to form release notes Voice to record release notes
Speed up data capture Implement Data Capture Faster with Flow Templates Improve Data Capture Flows with Debugging	Build and test mobile data collection flows more efficiently with new Flow Templates and Debugging capabilities. Preconfigured templates help admins quickly launch forms for inspections, maintenance, or job completion, while debugging tools make it easier to test and fine-tune logic directly in Flow Builder—reducing setup time and increasing reliability.	Flows templates release notes Debugging release notes
Get Faster and More Efficient Data Syncing with Performance Priming	Performance Priming enhances the Salesforce Field Service mobile app by preloading essential data when users log in. This reduces wait times and ensures smoother app performance, even in low-connectivity areas. By intelligently caching data before it’s needed, technicians can start their day faster and stay productive in the field.	Release notes
Unlock Deeper Insights with Tableau-Powered Proactive Asset Service	Proactive Asset Service connects Service Cloud, Data Cloud, and Tableau to deliver predictive asset performance insights. It provides health scores, usage trends, and early warnings about potential failures, helping service teams prevent downtime, plan maintenance proactively, and improve asset reliability.	Release notes
Collaborate in Real Time with Multiparticipant Visual Remote Assistant (VRA) Sessions	Visual Remote Assistant (VRA) sessions now allow up to four additional guests or experts to join beyond the original two participants (the customer and the service representative). This means CSRs can bring in remote specialists, vendors, or other collaborators to view the same video feed and annotate in real time. The enhancement expands collaboration, improves troubleshooting accuracy, and helps resolve complex issues faster.	Release notes
Gain Better Insights into Case Team Member Contributions by Enabling Role-Based Reporting	Role-Based Reporting enhances Service Cloud analytics by letting managers filter and group metrics by team role. Supervisors can evaluate technician, dispatcher, or planner performance individually, monitor workload balance, and spot areas for improvement—all within standard reports and dashboards.	Release notes

Summer ’25 Release – Salesforce

June 14, 2025

The Summer ’25 Release strengthens operational visibility and planning for service teams. With Tableau-powered analytics, new Operations Home dashboards, and advanced Capacity Planning tools, leaders gain the insights they need to optimize utilization, reduce inefficiencies, and drive continuous service improvement from a single, intelligent command center.

Feature	Description	More Information
Field Service Intelligence on Tableau Next	Field Service Intelligence brings ready-to-use analytics to everyone in the service organization. Powered by Tableau Next and Data Cloud, these dashboards deliver instant visibility into metrics like first-time fix rate, average travel time, and open backlog. Service leaders can identify underperforming areas, compare technician productivity, and drill into trends without needing to export or model data manually. The result is faster reporting, more accurate decision-making, and improved SLA adherence across the field organization.	Release notes
Operations Home on Tableau Next	Operations Home introduces a centralized command center that connects real-time insights, KPIs, and recommended actions in one interactive interface. Built on Tableau Next and integrated with Agentforce, it supports conversational analytics—users can simply ask questions to reveal causes of missed appointments or identify inventory gaps. Role-based dashboards align daily metrics with business goals, helping dispatchers, planners, and managers respond to issues faster and continuously improve operational performance.	Release notes
Capacity Planning	Capacity Planning enables field service teams to visualize workforce availability, model demand fluctuations, and forecast staffing needs. Using historical data and predictive analytics, planners can simulate “what-if” scenarios to balance technician workloads, minimize idle time, and meet seasonal or regional demand changes. Dispatchers gain the flexibility to reallocate resources instantly and maintain SLAs while optimizing labor utilization.	Release notes

Spring ’25 Release – Salesforce

April 16, 2025

The Spring ’25 Release brings powerful new capabilities to simplify mobile workflows, enhance worker safety, and optimize resource utilization. From smarter mobile forms to AI-powered scheduling and support, these updates help your teams work faster, safer, and smarter—right from the field.

Feature	Description	More Information
Simplify Mobile Forms with Data Capture Flow	With Data Capture, build forms that use conditional logic to simplify the mobile experience, respond to mobile users’ input, and reduce task completion time. Previously, you had to integrate external apps (ex. – Youreka) to create forms that launch from the mobile app. With the Data Capture flow, forms are seamlessly integrated with the Salesforce platform and are tailored to the task. – Worthwhile to use this especially while dealing with Complex forms and controlling the visibility of fields.	Release notes
Listen Safely to Pre-Work Briefs with a Tap of a Button	Take care of your mobile workers’ safety by keeping their eyes away from their phones. In the Einstein generative AI Pre-Work Brief, mobile workers can now get the brief read aloud to them. For example, if a worker is at a busy job site and they want to prepare for the job while remaining aware of what’s going on around them, they can listen to the brief.	Release notes
Get Notified When Mobile Workers Arrive at the Office or Pass by a Work Facility	To monitor mobile worker safety and automate check-ins, use geolocation-based actions with new support for service territory and service territory members. You can trigger actions when mobile workers come in, out, or through the area.	Release notes
Boost Productivity and Resource Utilization by Easily Filling Schedule Gaps with Agent force	Let dispatchers focus on strategic tasks by using Agentforce Field Service Actions to fill schedule gaps. Agentforce uses your business rules and objectives to recommend appointments for the gaps, and then schedules the appointment selected by the dispatcher –> Leveraging Agentforce to Fill the gaps in Resource Schedule.	Release notes
Get Solutions Easily from Agent force by Including Images	Mobile workers can now add images to their conversation with their AI agent in the Field Service mobile app. Agent force analyzes the images to assist the mobile worker. Workers can add images from their gallery or take a picture directly with their camera. For example, instead of workers explaining an error code on an oven, they can add an image that shows the information.	Release notes