Role
Examples for salesforce admins
Install, configuration, data access and security, from the admin's side. Each story shows what is set up in Salesforce and how it reaches the rep's device.
9 examples
In Salesforce
Installed from AppExchange in an afternoon
A Salesforce admin installs FieldKo from AppExchange, assigns permission sets, and reps log in with their existing Salesforce username.Salesforce setupChris · Salesforce admin · Head officeIn 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 officeIn SalesforceRename it to what the business calls it
An admin renames menu items and visit actions to the company's own terms from Salesforce settings, with no code and no vendor request.Salesforce setupChris · Salesforce admin · 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 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 officeIn SalesforceA new field, on every rep's phone
An admin adds a "Cooler type" picklist to the account in Salesforce and it appears in the app after reps sync and reset.Salesforce setupChris · Salesforce admin · Head officeIn SalesforceA quarter of shelf photos, exported for an audit
An admin exports a quarter's survey answers and photos for a retailer audit, using standard Salesforce tools.Salesforce setupReporting & Power BIChris · Salesforce admin · Head officeIn SalesforceA must-stock line missing creates a follow-up
When a rep records a must-stock product as missing, a flow creates a task for the account owner with a due date.AutomationCore rangingChris · Salesforce admin · Head officeStore 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.