Feature

Tasks & field campaigns examples

Tasks and visit templates sent to the right stores, with completion tracked by store and reason. These stories show campaigns from launch to result.

About Tasks & field campaigns in FieldKo →

2 examples

In Salesforce

Field 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 Salesforce

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

Book a Demo