Manager 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.
Chris · Salesforce admin · Head office
The liquor brand's responsible-service POS must be on display in every venue. Chris builds a flow from the FieldKo recipe: when a rep answers "No" to "Responsible service POS displayed?", the rep's manager is notified with the venue, the question and the answer. On Thursday at 4:12, Ben answers No at The Royal Hotel. When he syncs at 4:40, his manager gets the alert, and a replacement kit is sent the next morning.
The flow runs when Ben's survey answers sync.
- Built on standard FlowThe alert is a Salesforce flow that runs when a survey answer is saved.
- Only the questions that matterAdmins flag which compliance questions trigger an alert.
- More recipes in the same patternOut-of-stock follow-ups, large-order alerts, coverage gaps and cancelled visits work the same way.
Everything this visit sent back to Salesforce.
Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.
Features in this example