Feature
Offline sync examples
Atlas keeps working with no signal and syncs every change when the device reconnects. These stories show offline work and what arrives in Salesforce after sync.
About Offline sync in FieldKo →37 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 OfflineBarcode scan finds a delisted line
A barcode scan in a pharmacy turns up a product that's no longer in the account's price book, and the account manager is told before the next order.Barcode scanningCore rangingOffline syncSam · Field rep · Harbour Pharmacy CoogeeOn the phoneWorks OfflinePromo compliance, 12 of 12
A merchandiser confirms a summer promo end is built to plan with a 12-question survey and three photos, all saved with no signal.SurveysOffline syncAisha · Merchandiser · Harbourside Fuel & GoOn the phoneWorks OfflinePromo not up, reason recorded
A bottle shop hasn't built the funded display, and the rep records why, so the national account manager can fix it with head office.SurveysOffline syncBen · Field rep · Cellar Door Liquor, NewtownOn 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 OfflineOrder from the shelf, signed on the spot
The rep builds an 18-unit order from the store's price book and the manager signs on the phone, with no signal in the store.OrdersOffline syncJosh · Field rep · Riverside Fuel & GoOn the phoneWorks OfflinePack-out, before and after
A merchandiser sets a new planogram on a hardware bay, and the before and after photos and the time on the job sync to Salesforce.Pack-outsOffline syncLiam · Merchandiser · Trade Depot AlexandriaOn the phoneWorks OfflineCooler purity check
A rep photographs the brand's own cooler in a quick-service restaurant and finds a competitor's drinks on two shelves.SurveysOffline syncJosh · Field rep · Burger Bar, ParramattaOn 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 OfflineNine tasks, one visit, synced at the car
A whole pharmacy visit is done with no signal, then nine tasks, a survey and 14 photos upload in two minutes from the car park.Offline syncSurveysSam · Territory rep · Harbour Pharmacy CoogeeOn the phoneWorks OfflineNew store, first visit
A rep signs up a new bottle shop in the app, with its contact and trading details, and completes the first visit in the same stop.Store visits & call cyclesSurveysOffline syncBen · Field rep · The Corner Cellar, MarrickvilleOn 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 phoneWorks OfflineOut of stock, logged with a photo
Vision AI counts facings against the planogram, confirms two lines are out of stock, and the account manager is alerted within the hour.Vision AICore rangingOffline syncAisha · Merchandiser · Northside Fuel & GoOn the phoneWorks OfflineStore contact changed at the counter
A hardware store has a new manager, and the rep updates the contact and preferred visit day in the app before he leaves.Store visits & call cyclesOffline syncLiam · Field rep · Trade Depot AlexandriaOn the phoneWorks OfflinePack-out skipped, reason given
A restaurant manager refuses a fixture change, and the merchandiser can't check out until she records why.Pack-outsStore visits & call cyclesOffline syncZoe · Merchandiser · Grill House, BurwoodOn 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 phoneWorks OfflineStore history before walking in
Before walking into a pub, the rep sees the last visit's notes, score, open tasks and order, so the conversation starts where it left off.Store visits & call cyclesOffline syncBen · Field rep · The Royal Hotel, LeichhardtOn 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 territoryOn the phoneWorks OfflineVisit summary PDF to the store
At check-out, the rep emails the store a one-page summary of what was done, so the store manager has a record too.Store visits & call cyclesOffline syncSam · Territory rep · Harbour Pharmacy CoogeeOn 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 CoogeeOn 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 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 officeOn 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 PaddingtonOn the phoneWorks OfflineTire display and POS audit
A rep audits a tire dealer's display stand, point-of-sale and rack stock, and requests replacement POS from the forecourt.SurveysOffline syncMarcus · Field rep · Westside Tires, PenrithOn 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 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 PaddingtonOn the phoneWorks OfflinePrice-marked packs, checked in a symbol store
A rep checks a UK convenience store is stocking the brand's price-marked packs, not the plain packs, and records the gap.Core rangingBarcode scanningOffline syncJames · Field rep · Hartley's Convenience, LeedsOn the phoneWorks OfflineA pub's taps and point-of-sale, audited
A rep audits a London pub's font, glassware and point-of-sale against the brand's standards, and requests new drip mats from the bar.SurveysOffline syncHannah · Field rep · The Red Lion, ClaphamOn the phoneWorks OfflinePharmacy range, checked against the planogram
A rep checks a UK pharmacy's cough and cold range before winter and finds two lines missing from the planogram.Core rangingSurveysOffline syncPriya · Territory rep · Brook Street Pharmacy, ManchesterOn 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 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 territoryOther features
Store visits & call cycles 29Route planning 4Recurring visits 2Tasks & field campaigns 2Surveys 20Core ranging 8Barcode scanning 4Vision AI 2Shelf Health Scorecards 5Pack-outs 5Orders 6Turn-in orders 3Transfer visits 4Leave requests 1Reporting & 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.
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