Moment
Examples: after the visit
Check-out, sync and the visit summary. These stories show what happens between the store and Salesforce once the work is done.
4 examples
On the phoneWorks Offline
Nine 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 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 CoogeeOn 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 RandwickStore names, people and figures in these examples are illustrative.
See what a store visit looks like in FieldKo.
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