Channel
Grocery examples
Supermarket visits: core range checks, shelf photos, promotions and orders. Each story follows one grocery visit from the Atlas app to Salesforce.
53 examples
On the phoneWorks Offline
Shelf gap, fixed same visit
Vision AI flags a shelf gap from one photo; the rep fills it from the back room and the score moves from 78% to 92% before she leaves the aisle.Vision AICore rangingShelf Health ScorecardsPriya · Territory rep · Metro Grocer Bondi JunctionOn the phoneWorks OfflineCore range, 5 of 7 on shelf
The rep checks a store's contracted range line by line, finds two lines missing and leaves with a reason and a follow-up for each.Core rangingBarcode scanningOffline syncTom · Territory rep · Corner Fresh RandwickOn the phoneWorks OfflinePrice check, three wrong tickets
A merchandiser checks shelf prices against the account's price list and photographs three tickets that are wrong, so they're fixed before the weekend.SurveysOffline syncAisha · Merchandiser · Metro Grocer Surry HillsOn the phoneWorks OfflineSurvey saved as a draft, finished later
A store manager interrupts a survey halfway through, and the merchandiser picks it up after lunch exactly where she left it.SurveysOffline syncLeah · Merchandiser · Metro Grocer Bondi JunctionOn the phoneWorks OfflineCheck in with no signal
A rep checks in from the back of a store with no coverage; the time and location are saved on the phone and reach Salesforce at the next sync.Offline syncStore visits & call cyclesPriya · Territory rep · Metro Grocer Bondi JunctionOn the phoneWorks OfflineShelf Health Scorecard, weighted
The shelf is scored against the brand's own weights for availability, facings, price and promo, so the rep knows what to fix first.Shelf Health ScorecardsCore rangingSurveysPriya · Territory rep · Metro Grocer PaddingtonOn the phoneWorks OfflineCompetitor launch spotted
A rep photographs a competitor's new line on day one and logs it as market intelligence the whole team can see.SurveysOffline syncTom · Territory rep · Metro Grocer ChatswoodOn the phoneMonday morning download
A rep logs in with her Salesforce username and her whole week (accounts, visits and surveys) is on the phone before she leaves home.Offline syncStore visits & call cyclesMia · Field rep · North Shore territoryOn the phoneSync at the end of the day
Six visits done mostly offline, one sync at 5:02, and every check-in, answer, order and photo is in Salesforce by 5:06.Offline syncStore visits & call cyclesMia · Field rep · North Shore territoryIn SalesforceField campaign to 300 stores in one go
Trade marketing sends the same five launch tasks to 312 stores in one campaign and tracks completion by region as reps sync.Tasks & field campaignsReporting & Power BIHannah · Trade marketing manager · Head officeIn SalesforceWhich stores haven't been visited this cycle
A territory manager filters the call cycle report to overdue stores and finds nine, three of them over 30 days.Store visits & call cyclesReporting & Power BIDan · Territory manager · Inner West territoryIn SalesforcePromo compliance by region, Tuesday morning
Two days into a promo, the national sales manager sees compliance by state and rep, and drills into the photos from stores that missed it.Reporting & Power BISurveysRob · National sales manager · Head officeIn SalesforceShelf Health Scorecard trend
Trade marketing tracks one retailer's shelf score over six cycles and sees it rise from 71% to 86% after a pack-out campaign.Shelf Health ScorecardsReporting & Power BIHannah · Trade marketing manager · Head officeIn SalesforceBuild a survey without a developer
Trade marketing builds a new promo compliance survey with photo questions in Salesforce and has the first answers the next morning.SurveysTasks & field campaignsHannah · Trade marketing manager · Head officeIn SalesforcePrice exceptions across the chain
A national account manager pulls every price exception for one retailer and takes photo evidence of three stores ticketing below floor price into the buyer meeting.Reporting & Power BISurveysRob · National account manager · Head officeIn SalesforceOrders this week, by wholesaler
Sales ops sees every turn-in order sent this week, by wholesaler and status, with references to chase the two that were rejected.Turn-in ordersReporting & Power BINadia · Sales operations manager · Head officeIn SalesforcePower BI: visits vs sales by territory
The commercial director puts FieldKo visit data next to sell-out data in Power BI and sees which territories' visits move sales.Reporting & Power BIAnna · Commercial director · Head officeIn SalesforceCoaching from the photos
Before a one-to-one, a field manager reviews a rep's last ten shelf photos and scores in one view and coaches on what she sees.Reporting & Power BIShelf Health ScorecardsClaire · Field manager · Sydney Metro teamIn SalesforcePlanned vs actual route
A territory manager compares a rep's planned route with actual check-ins and distances from store, and finds a day that ran long for a reason.Route planningReporting & Power BIDan · Territory manager · Inner West territoryOn the phoneWorks OfflineBefore and after, side by side
An agency merchandiser rebuilds a relaunch fixture in 22 minutes, and the before and after photos go to the brand, not a timesheet.Pack-outsStore visits & call cyclesOffline syncLeah · Agency merchandiser · Corner Fresh RandwickOn the phoneWorks OfflineNew merchandiser's first day
A new agency merchandiser logs in, downloads her day and completes her first visit with the guided first day, without a training room.Store visits & call cyclesOffline syncGrace · Merchandiser (new, agency) · Corner Fresh CoogeeIn SalesforceCasual's visits moved by lunchtime
A casual merchandiser doesn't show, and the agency moves eight visits to the nearest colleague before lunch, so every brand's stores are still serviced.Transfer visitsStore visits & call cyclesRachel · Agency operations manager · Sydney officeIn SalesforceClient portal: this week's visits
A brand logs into the agency's portal and sees its own stores, photos and compliance for the week, and nothing from any other brand.Experience Cloud portalReporting & Power BISophie · Brand account manager · [Brand]In SalesforceVisit summary PDF, every store
Every completed agency visit produces a summary PDF with photos and answers, ready for the brand without anyone building a report.Store visits & call cyclesReporting & Power BIRachel · Agency operations manager · Sydney officeOn the phoneWorks OfflineThree brands, one visit
An agency merchandiser services three brands in one store, with tasks grouped by brand so each one's time and work can be billed separately.Store visits & call cyclesPack-outsOffline syncLeah · Agency merchandiser · Metro Grocer Bondi JunctionIn SalesforceReason for every miss
The brand's report groups every task the agency didn't finish by the store's reason, so the agency's reporting is complete, not edited.Reporting & Power BIStore visits & call cyclesRachel · Agency operations manager · Sydney officeIn SalesforceInstalled from AppExchange in an afternoon
A Salesforce admin installs FieldKo from AppExchange, assigns permission sets, and reps log in with their existing Salesforce username.Salesforce setupChris · Salesforce admin · Head officeIn SalesforceWhich fields sync to which rep
A Salesforce admin limits which objects, fields and records go to each device, so reps carry only the data they need.Salesforce setupOffline syncChris · Salesforce admin · Head officeIn SalesforceWorks OfflineEncrypted on the device
The security answer in one page: field data on the phone is held in an encrypted database and governed by Salesforce permission sets.Salesforce setupOffline syncChris · Salesforce admin · Head officeIn SalesforceExceptions report: every unfinished task and its reason
A field manager reviews every task left undone last week, grouped by reason, and finds one store refusing displays three weeks running.Reporting & Power BIStore visits & call cyclesClaire · Field manager · Sydney Metro teamIn SalesforceTransfer a week of visits to cover leave
A rep calls in sick and the territory manager moves eight visits to a colleague in two minutes, so every store is still covered.Transfer visitsStore visits & call cyclesDan · Territory manager · Inner West territoryOn the phoneWorks OfflineTurn-in order reaches the wholesaler
An order taken in store is checked, sent to the wholesaler with a transmission reference, and the store gets a signed PDF in minutes.Turn-in ordersOrdersTom · Field rep · Corner Fresh RandwickOn the phoneWorks OfflineRecurring visit, already in the calendar
A fortnightly visit is set up once, and the next three are already in the merchandiser's app, so no store slips off the cycle.Recurring visitsStore visits & call cyclesLeah · Merchandiser · Metro Grocer Bondi JunctionOn the phoneWorks OfflineCheck-in, 40 meters from the store
Every agency visit records the check-in time and distance from the store, so the brand knows the visit happened where and when it should.Store visits & call cyclesOffline syncLeah · Agency merchandiser · Metro Grocer PaddingtonIn SalesforceRename it to what the business calls it
An admin renames menu items and visit actions to the company's own terms from Salesforce settings, with no code and no vendor request.Salesforce setupChris · Salesforce admin · Head officeIn SalesforceField data in Slack, Chatter and Claude
Visit results post to a Slack channel, and the FieldKo connector answers "which stores missed the promo?" in Claude.Reporting & Power BISalesforce setupRob · National sales manager · Head officeOn the phoneWorks OfflineIncident logged in store
A rep finds damaged stock, tells the store manager and logs a High-priority incident with a photo before moving on.IncidentsOffline syncPriya · Territory rep · Metro Grocer Bondi JunctionOn the phoneWorks OfflineShort-dated stock, recorded by barcode
A merchandiser scans short-dated stock with its expiry dates and quantities, so the brand can act before it has to be written off.Pack-outsBarcode scanningOffline syncAisha · Merchandiser · Corner Fresh RandwickOn the phoneWorks OfflineUnfinished tasks, carried to the next visit
At check-out the rep copies two unfinished tasks to the store's next visit, so they're waiting for whoever goes next.Store visits & call cyclesOffline syncTom · Territory rep · Corner Fresh RandwickOn the phoneWorks OfflineYour numbers, on the phone
Between stores, a rep checks her own call compliance and promo results on a dashboard in the app, even with no signal.DashboardsReporting & Power BIMia · Field rep · North Shore territoryOn the phoneWorks OfflineSmart Camera asks for a retake
The camera checks a survey photo on the phone, flags glare, and the rep retakes it before leaving, so the evidence is usable.Smart CameraSurveysOffline syncLeah · Merchandiser · Metro Grocer PaddingtonIn SalesforceTime in store, against plan
An agency compares actual time in store with planned time, and time in stores with time logged on, to price the next contract.Reporting & Power BIStore visits & call cyclesRachel · Agency operations manager · Sydney officeIn SalesforceCheck-in flagged, 1.2 km from the store
A check-in made far from the store is flagged with its distance, so managers review exceptions instead of every visit.Store visits & call cyclesReporting & Power BIDan · Territory manager · Inner West territoryIn SalesforceThe perfect store dashboard
Head office sees store score, coverage, call compliance and availability on one page, with the ten weakest stores listed for action.Reporting & Power BIShelf Health ScorecardsSurveysAnna · Commercial director · Head officeIn SalesforceAn 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%.Reporting & Power BINotificationsClaire · Field sales manager · Sydney Metro teamIn SalesforceNext quarter's visits, planned in one go
A territory manager creates a quarter of recurring visits for 140 stores at once, then fine-tunes the week in Call Planning.Store visits & call cyclesRecurring visitsDan · Territory manager · Inner West territoryOn the phoneWorks OfflinePromo placement, checked against HFSS rules
Before a display is built, a survey question checks whether the product can legally go at the store's front end under England's HFSS placement rules.SurveysOffline syncAisha · Merchandiser · Northgate Superstore, BristolOn the phoneA shelf photo, shared with the team in Chatter
A rep posts a competitor display to Chatter from the app and mentions her manager, so the team sees it within minutes.SlackChatterMia · Field rep · Metro Grocer ChatswoodIn SalesforceA rep moves territory, her stores move with her
An admin reassigns 40 stores to a new rep, and their future visits, tasks and ranging move with the accounts.Transfer visitsSalesforce setupChris · Salesforce admin · Head officeOn the phoneNew phone, nothing lost
A rep checks Pending Changes is zero before logging out of her old phone, then logs in on the new one and her day downloads.Offline syncLeah · Merchandiser · Bondi territoryIn SalesforceA quarter of shelf photos, exported for an audit
An admin exports a quarter's survey answers and photos for a retailer audit, using standard Salesforce tools.Salesforce setupReporting & Power BIChris · Salesforce admin · Head officeIn SalesforceA must-stock line missing creates a follow-up
When a rep records a must-stock product as missing, a flow creates a task for the account owner with a due date.AutomationCore rangingChris · Salesforce admin · Head officeIn SalesforceVisits planned on the map
A territory manager drags store pins onto a rep's calendar in the Visit Planner, so each day's visits are close together.Store visits & call cyclesRoute planningDan · Territory manager · Inner West territoryStore names, people and figures in these examples are illustrative.
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