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Feature

Automation examples

Salesforce flows your admin sets up to act on field data, such as alerting a manager or creating a task.

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3 examples

Manager alerted when a check fails

When a rep answers "No" to a must-pass compliance question, a flow notifies the manager with the store and the answer, as soon as it syncs.AutomationSurveysChris · Salesforce admin · Head office In Salesforce

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 In Salesforce

A 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 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 Approvals 1 Chatter 1 All examples →

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

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