An email when call compliance drops
A manager subscribes to the call compliance report with a condition, so an email arrives only when the team falls below 90%.
The story
Claire · Field sales manager · Sydney Metro team
Claire doesn't want another report in her inbox every day. She subscribes to Call Compliance by Rep for 7:00 every weekday, with one condition: send only if the team average is below 90%. For three weeks nothing arrives. On Wednesday 12 November at 7:00, an email lands: compliance is at 86%, with two reps under 80%. She calls both before they leave home.
In Salesforce
The report reads synced visits, so the alert reflects yesterday's work.
- Only when it mattersConditions send the email only when a threshold is crossed.
- Any FieldKo reportThe same works for overdue stores, availability below target, or reps who didn't log out.
- Standard Salesforce subscriptionsManagers set it up themselves, with the right permissions, no admin needed.
One visit, itemized
Everything this visit sent back to Salesforce.
Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.
Features in this exampleFIELDKOSydney MetroWed 12 Nov
Conditionunder 90%
Result86%
Reps under 80%2
Email sent7:00 AM
Sent toSalesforce
✓ SYNCED
Related examples
On the phoneWorks Offline