Salesforce AI Partner

Fueling Business Growth with Salesforce Expertise

Salesforce for service operations, bringing Field Service, Service Cloud, and Agentforce together to help your team deliver.

Free pain-point intake — tell us your most pressing field service problem and we'll respond within 24 hours

Agentforce AI Agent

Autonomous Salesforce workflows

40% Less manual work
Faster resolution

Illustrative Agentforce outcomes. Actual results vary by engagement and data quality.

Service Cloud
Agentforce
Field Service
Einstein AI
Slack Automations
How we deliver

A Field Service implementation, in five phases

Architecture first, phased throughout — how a Salesforce Field Service rollout unfolds, from the first whiteboard to a system your dispatchers actually trust.

Consultant and field-service manager reviewing a plan at a service depotPhase 01
Discovery

Discovery & Architecture

We map how your service operation really runs and design the data model before anyone touches a build. No 200-slide deck — a one-page architecture and a phased plan you can act on.

You leave with A one-page architecture & phased plan
Dispatcher at a field-service scheduling boardPhase 02
Build

Configuration & Build

Work orders, scheduling, dispatch, and the mobile app — configured sprint by sprint and demoed as we go, so you see it take shape instead of waiting for a big reveal.

You leave with Working Field Service, sprint by sprint
Technician scanning an HVAC asset on a rooftop with a rugged tabletPhase 03
Data

Data & Integration

Assets, service history, and entitlements migrated cleanly — then ERP and your other systems connected so the data flows both ways and nobody re-keys anything.

You leave with Clean data & connected systems
Dispatcher and technician testing a mobile work-order app at a depotPhase 04
Testing

Testing & UAT

Your dispatchers test against real scenarios, not a script. We fix, refine, and harden the edges together — so go-live is a formality, not a gamble.

You leave with Dispatcher-tested, sign-off ready
Field technician at a service van on site, job underwayPhase 05
Go-Live

Go-Live & Hypercare

A phased, region-by-region cutover with named architects on call. No big-bang risk, and we don't disappear at go-live — we stay through the first weeks that matter.

You leave with A live rollout & named-team hypercare
01 / 05
CREDENTIALS Why teams trust Fynaxis
Salesforce
Consulting Partner
Field Service
specialists
North America
& Middle East
Agentforce
+ AI-first
Shield-grade
compliance

The Field Service journey, end to end

From first call to final signature — five steps, one record, one source of truth.

STEP 01

Customer books online

Self-Service Scheduling lands the right slot — no hold music, no callback queue.

STEP 02

Smart dispatch

Match Skills, Match Territory, Resource Availability — the right tech, every time.

STEP 03

En route

Live ETA via Appointment Assistant — customer sees who's coming and when.

STEP 04

On site

Mobile-first checklist, parts on the van, offline-capable — first-time-right.

STEP 05

Signed off

Signature, photo evidence, audit trail — closed loop on the Work Order.

Gain deeper insights into your customers and the opportunities ahead

We combine deep Salesforce expertise with AI-first thinking to transform how your teams work — from the field to the contact centre.

Agentforce Solutions

Deploy autonomous AI agents across sales, service, and field operations. Agentforce automates complex workflows so your team focuses on what matters.

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Service Cloud

Transform customer support with omnichannel case management, AI-powered insights, and contact centre automation built on Salesforce Service Cloud.

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Field Service

Optimise every field technician, every work order, and every SLA with intelligent scheduling, dispatching, and AI-assisted technician tools.

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Agentforce & Einstein AI

Autonomous Salesforce agents and Einstein predictions wired into your Field Service operation — from dispatch reasoning to predictive maintenance.

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CRM & Integration

Connect Salesforce to your existing systems with seamless integrations, custom API development, and expert CRM configuration services.

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Advisory & Managed Services

Ongoing Salesforce health, continuous improvement, and strategic advisory so your platform evolves with your business — not behind it.

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Salesforce Field Service across every sector

Tailored Field Service consulting aligned with your industry's reality — from offshore platforms and feeder outages to in-home care and crane inspections.

PAIN-POINT INTAKE · 24 HOUR SLA

Tell us your most pressing field service problem — and we'll solve it for you.

Two sentences is enough. A real Salesforce Field Service architect reads it within 24 hours and replies — with three sharp questions, a fit-check, or a 15-minute slot to talk it through. No demo, no SDR, no deck. If we're not the right people, we'll tell you that too.

Architect reads it — not a sales rep, not an AI triage bot.
24 hours to reply with three sharp questions or a fit-check.
15-minute slot if we look like a fit. Or an honest "talk to X instead."
Salesforce Consulting Partner NDA on request NA & GCC

Tell us, in two sentences.

We’ll read it. We’ll reply. That’s the whole pitch.

A real architect reads it. Replies within 24 hours. By sending this you agree to our Privacy Policy.