WEBINAR RECORDING
Field Service Capacity Planning and Analytics with AI
Published on July 15, 2025
In under 20 minutes, Diabsolut walks through why capacity planning is so hard to do inside Salesforce Field Service today, and demos an automated, proactive approach that uses Tableau Next and Agentforce to plan ahead. It’s for field service planners, operations managers and Salesforce admins who still build capacity plans in spreadsheets.
Want to see this running against your own territories?
What the session covers:
- The on-platform gap: Why capacity planning in Field Service often ends up outside Salesforce, in exports and spreadsheets.
- A quicker, automated model: How planning shifts from a static snapshot to something you can question and adjust as conditions change.
- Getting ahead of shortfalls: Spotting gaps in skills or territories before the schedule breaks.
- Live demo: About 15 minutes in Operations Home, Field Service Intelligence and Capacity Planning, with Agentforce answering questions about the data.
Most of the session is demo, which is the point. Capacity planning is easy to describe and hard to picture, so the recording spends its time showing how planners see demand against available capacity and act on it.
Watch from 2:34 if you only want the demo.
The problem it addresses:
When capacity planning lives in spreadsheets, it’s out of date the moment someone saves it, and the people dispatching work rarely see it.
Planning where the work happens
Keeping capacity planning inside Salesforce means the plan draws on the same territories, skills and work orders dispatchers use every day. Planners spend less time rebuilding data and more time deciding what to do about a gap, like shifting resources across territories or adjusting hiring before a busy season.
A plan dispatch can see is a plan dispatch can use.
Timestamps & Key Moments
0:00 | Introduction
0:28 | Capacity planning challenges on platform
2:08 | New approach: quick, automated and proactive
2:34 | Demo
17:53 | Conclusion
Frequently asked questions
Just under 20 minutes, with the demo running from 2:34 to 17:53.
Field service planners, operations leaders and Salesforce admins responsible for matching technician capacity to demand.
Yes. The session focuses on capacity planning challenges on the Salesforce platform and an approach built to run there using Agentforce and Tableau Next.