Skip to content

Feature

Approvals examples

Salesforce approval processes your admin configures, for orders, leave and other field requests.

About Approvals in FieldKo →

1 example

Large order, approved before it ships

Any order over $5,000 is sent for approval when it syncs, and the key account manager approves it in Salesforce.OrdersApprovalsAutomationRob · National account manager · Head office

Other features

Store visits & call cycles 29 Route planning 4 Recurring visits 2 Tasks & field campaigns 2 Surveys 20 Core ranging 8 Barcode scanning 4 Vision AI 2 Shelf Health Scorecards 5 Pack-outs 5 Orders 6 Turn-in orders 3 Transfer visits 4 Leave requests 1 Offline sync 37 Reporting & Power BI 22 Experience Cloud portal 1 Salesforce setup 9 Incidents 1 Visit reminders 1 Dashboards 1 Smart Camera 1 Notifications 1 Automation 3 Chatter 1 All examples →

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

See what a store visit looks like in FieldKo.

Tell us how your team runs store visits today and we'll walk you through the same visit in the app and in Salesforce.