Feature
Route planning examples
Reps see the day on a map and the best order between stops. These stories show route planning in Atlas and planned against actual in Salesforce.
About Route planning in FieldKo →4 examples
On the phoneWorks Offline
Today's route, planned at the kitchen table
A rep sees today's twelve visits on a map, adds two nearby accounts and sets the best order between stops before leaving home.Route planningStore visits & call cyclesSam · Territory rep · Eastern Suburbs territoryOn the phoneWorks OfflineNearby account added to the day
Between visits, the map shows an overdue store two streets away, and the rep adds it to today as an unplanned visit.Route planningStore visits & call cyclesJosh · Field rep · Riverside Fuel & Go areaIn SalesforcePlanned vs actual route
A territory manager compares a rep's planned route with actual check-ins and distances from store, and finds a day that ran long for a reason.Route planningReporting & Power BIDan · Territory manager · Inner West territoryIn SalesforceVisits planned on the map
A territory manager drags store pins onto a rep's calendar in the Visit Planner, so each day's visits are close together.Store visits & call cyclesRoute planningDan · Territory manager · Inner West territoryOther features
Store visits & call cycles 29Recurring visits 2Tasks & field campaigns 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.