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Salesforce Field Service Mobile provides a standard technician experience that companies can extend to fit their own service processes. This article looks at areas where a custom mobile workflow can help: AI repair assistance, field documentation, external tools, back-office integrations, quotes and payments on site, barcode scanning and role-based mobile layouts. It also outlines four practical steps for planning a mobile workflow around the technician’s work.

Salesforce Field Service Mobile continues to evolve with new capabilities for technicians working in the field. Explore how updates to job preparation, mobile forms, voice input, mapping, and Work Order views are changing the technician experience, and learn why configuring these capabilities around your service operations matters.

Standard Salesforce Field Service configuration covers many service processes, but individual businesses can have different workflows, working conditions, scheduling rules, and operational requirements. This article looks at three areas where standard configuration can fall short: how technicians work, the conditions of field service operations, and business-specific processes. It also provides a practical checklist of signs that a Salesforce Field Service setup could benefit from customization.

A practical guide to the two Salesforce security changes that became mandatory in 2026: MFA enforcement for all direct UI logins, including phishing-resistant MFA for privileged users, and automatic account freezing for traffic from anonymizing VPNs, proxies, and high-risk IP addresses. The article explains who is in scope, which users, integrations, SSO setups, and test automation get caught out, how to restore access after a freeze, how to prevent lockouts, and where the two changes combine into the hardest failure scenarios for admins.

Four Field Service cases showing how HR data integration with Salesforce reduces manual work in payroll, scheduling, dispatch, and technician management.

A practical guide to choosing between Lookup and Master-Detail relationships in Salesforce. The article compares how each type handles record dependency, ownership, sharing, deletion, and roll-up summary fields, covers Master-Detail limitations, Recycle Bin behavior, and the rules for converting one type to the other. Two step-by-step examples, a project task tracker and a customer order with line items, show how to create custom objects, set up both relationships, build formula and roll-up summary fields, and test deletion behavior.

A practical overview of Salesforce core fundamentals: how the multitenant platform works, standard and custom objects, Lookup and Master-Detail relationships, formula fields and validation rules, and the main Flow types. The article also explains the Salesforce security model, from profiles, CRUD/FLS, and record-level sharing to Permission Set Groups and muting, compares Data Loader and the Data Import Wizard, and shows what Headless 360 means for AI agents and least-privilege access.

Jet BI helped a London-based field service company evolve its existing Salesforce Agentforce implementation so the AI agent could support incomplete requests, multi-skill jobs, customer record creation, resource matching and Work Order/Service Appointment creation while keeping employees in control and building on the company’s Salesforce Field Service architecture.

A practical breakdown of Salesforce's AgentExchange security review for developers and ISVs shipping Agentforce actions, topics, and templates. Covers what changed after the 2026 AppExchange-to-AgentExchange merge (agent-type classification, VerifiedCustomerId, prompt injection defenses, random-token enclosures) versus what stayed the same (CRUD/FLS, static analysis, manual pen testing, annual re-review). Explains the $999 per-attempt fee structure, the free false-positive documentation route that avoids paying twice, the four accepted/rejected scanning tools, and the #1 and #3 most common failure reasons (CRUD/FLS enforcement and sharing violations). Ends with a pre-submission checklist and a CTA for a pre-submission code audit with Jet BI.

A design team shares what happened when they applied AI-assisted UX methods — learned in a Udemy course — to a real, data-heavy analytics dashboard project. The article covers where AI genuinely helped (structuring problems, catching edge cases, critiquing charts, speeding up UX copy) and where it fell short, concluding that AI works best as a thinking partner rather than a design generator.

As field service businesses grow, manual scheduling and scattered data start to break down. This article walks through five practical questions — covering scheduling, data quality, exception handling, technician workflows, and decision ownership — that help service leaders assess whether they're ready to introduce AI and automation with Salesforce Field Service, without losing operational control.

An analysis of Salesforce's rapid expansion into the U.S. public sector, tracing its path from cautious early government licensing deals in the 2010s through the launch of Government Cloud in 2012, its pivotal role in COVID-19 vaccine rollouts, and its 2025–2026 push into military and intelligence work via Agentforce and Missionforce. The piece covers major 2026 contracts — including a $5.6 billion Army deal, a $1.6 billion VA agreement, and Pentagon Impact Level 5 authorization — alongside real-world case studies like California's REAL ID processing and the UK's NHS back-office operations. It also examines the structural obstacles still facing Salesforce and other vendors in government tech: legacy IT systems decades old, outdated federal procurement rules, budget constraints, and organizational caution around AI adoption, plus the competitive pressure from Palantir, Microsoft, and Oracle in the race for public sector AI spending.