GrocerySalesforce adminsReviewing results

A 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.

The story

Chris · Salesforce admin · Head office

A retailer asks for every promo compliance photo from its 86 stores last quarter. Chris uses Data Loader to export the quarter's survey answers for the promo survey, filtered to that retailer: 1,032 answers with their attachment links. He pulls the 1,218 photos from the linked Salesforce Files and sends the pack, with the answers in a spreadsheet, by Thursday. The data never left the company's own Salesforce org until he chose to export it.

In Salesforce

The export is drawn from records already in the org.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Export
Promo compliance, last quarter
FollowEdit
Owner
Chris
Sample Rows
Store · DateAnswer · Photo
Bondi Junction · 12 AugYes · IMG_0412.jpg
Chatswood · 14 AugNo (stock) · IMG_0431.jpg
Paddington · 19 AugYes · IMG_0466.jpg
Details
Answers
1,032
Photos
1,218
  1. Your data, in your orgVisits, answers and photos are records and files in your Salesforce org, so you can export them any time.
  2. Standard toolsData Loader, reports and the Data Export service all work with FieldKo objects.
  3. Photos linked to answersEach survey answer carries the IDs of its photos, so the pack stays matched.
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 example
FIELDKO[Retailer]last quarter

Stores86
Answers exported1,032
Photos1,218
SentThursday

Sent toSalesforce
✓ SYNCED
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← All examplesAll grocery examples →The problem this solves: A timesheet, not evidence →

Store names, people and figures in these examples are illustrative.

Related reading

Best practiceMake field data trustworthy across large retail teams →

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