Feature
Transfer visits examples
Visits moved to another rep to cover leave or absence. These stories show the transfer in Salesforce and the visits arriving in the colleague's app.
About Transfer visits in FieldKo →4 examples
On the phoneWorks Offline
Leave request from the car
A rep requests a day of leave from the app, the manager approves it in Salesforce, and that day's visits move to a colleague.Leave requestsTransfer visitsLiam · Field rep · South West territoryIn 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 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 territoryIn SalesforceA rep moves territory, her stores move with her
An admin reassigns 40 stores to a new rep, and their future visits, tasks and ranging move with the accounts.Transfer visitsSalesforce setupChris · Salesforce admin · Head officeOther 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 3Leave 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.