Feature
Surveys examples
Store surveys with photos, follow-up questions and signatures, answered offline. These stories show the questions on the phone and the answers in Salesforce.
About Surveys in FieldKo →20 examples
On the phoneWorks Offline
Promo 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 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 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 OfflineShelf Health Scorecard, weighted
The shelf is scored against the brand's own weights for availability, facings, price and promo, so the rep knows what to fix first.Shelf Health ScorecardsCore rangingSurveysPriya · Territory rep · Metro Grocer PaddingtonOn 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 ChatswoodIn SalesforcePromo compliance by region, Tuesday morning
Two days into a promo, the national sales manager sees compliance by state and rep, and drills into the photos from stores that missed it.Reporting & Power BISurveysRob · National sales manager · Head officeIn SalesforceBuild 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 officeIn SalesforcePrice exceptions across the chain
A national account manager pulls every price exception for one retailer and takes photo evidence of three stores ticketing below floor price into the buyer meeting.Reporting & Power BISurveysRob · National account manager · Head officeOn 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 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 PaddingtonIn SalesforceThe perfect store dashboard
Head office sees store score, coverage, call compliance and availability on one page, with the ten weakest stores listed for action.Reporting & Power BIShelf Health ScorecardsSurveysAnna · Commercial director · Head officeIn SalesforceManager 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 officeIn 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 teamOn 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, BristolOther features
Store visits & call cycles 29Route planning 4Recurring visits 2Tasks & field campaigns 2Core 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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