Feature
Store visits & call cycles examples
Visits planned by call cycle and territory, checked in and out on the phone. These stories show visits from the plan in Salesforce to the record of what happened.
About Store visits & call cycles in FieldKo →29 examples
On the phoneWorks Offline
Check 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 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 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 OfflineToday'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 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 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 areaOn 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 CoogeeIn SalesforceWhich stores haven't been visited this cycle
A territory manager filters the call cycle report to overdue stores and finds nine, three of them over 30 days.Store visits & call cyclesReporting & Power BIDan · Territory manager · Inner West territoryOn 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 CoogeeIn SalesforceCasual's visits moved by lunchtime
A casual merchandiser doesn't show, and the agency moves eight visits to the nearest colleague before lunch, so every brand's stores are still serviced.Transfer visitsStore visits & call cyclesRachel · Agency operations manager · Sydney officeIn SalesforceVisit summary PDF, every store
Every completed agency visit produces a summary PDF with photos and answers, ready for the brand without anyone building a report.Store visits & call cyclesReporting & Power BIRachel · Agency operations manager · Sydney officeOn 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 SalesforceReason for every miss
The brand's report groups every task the agency didn't finish by the store's reason, so the agency's reporting is complete, not edited.Reporting & Power BIStore visits & call cyclesRachel · Agency operations manager · Sydney officeIn SalesforceExceptions report: every unfinished task and its reason
A field manager reviews every task left undone last week, grouped by reason, and finds one store refusing displays three weeks running.Reporting & Power BIStore visits & call cyclesClaire · Field manager · Sydney Metro teamIn SalesforceTransfer a week of visits to cover leave
A rep calls in sick and the territory manager moves eight visits to a colleague in two minutes, so every store is still covered.Transfer visitsStore visits & call cyclesDan · Territory manager · Inner West territoryOn the phoneWorks OfflineRecurring visit, already in the calendar
A fortnightly visit is set up once, and the next three are already in the merchandiser's app, so no store slips off the cycle.Recurring visitsStore visits & call cyclesLeah · Merchandiser · Metro Grocer Bondi JunctionOn 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 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 OfflineMissed check-in, reminded
A rep running behind gets a reminder 15 minutes after a planned start, taps it and checks in, so the visit isn't lost.Visit remindersStore visits & call cyclesJosh · Field rep · Harbourside Fuel & GoIn SalesforceTime in store, against plan
An agency compares actual time in store with planned time, and time in stores with time logged on, to price the next contract.Reporting & Power BIStore visits & call cyclesRachel · Agency operations manager · Sydney officeIn SalesforceCheck-in flagged, 1.2 km from the store
A check-in made far from the store is flagged with its distance, so managers review exceptions instead of every visit.Store visits & call cyclesReporting & Power BIDan · Territory manager · Inner West territoryIn SalesforceNext quarter's visits, planned in one go
A territory manager creates a quarter of recurring visits for 140 stores at once, then fine-tunes the week in Call Planning.Store visits & call cyclesRecurring visitsDan · Territory manager · Inner West territoryIn SalesforceAn outbound call, run like a visit
An inside sales rep works through 28 planned calls to small accounts, with the same questions on every call and orders taken on the phone.Store visits & call cyclesSurveysOrdersEllie · Inside sales rep · Customer service teamIn SalesforceCalls and visits, in one report
A sales manager sees field visits and outbound calls side by side, and moves 40 low-volume stores from visits to calls.Reporting & Power BIStore visits & call cyclesClaire · Field sales manager · Sydney Metro teamIn 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
Route 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 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.
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