Moment
Examples: planning the month
How managers and admins set up the work: campaigns, call cycles, cover for leave and app configuration. Each story shows the Salesforce view behind the plan.
15 examples
In Salesforce
Field campaign to 300 stores in one go
Trade marketing sends the same five launch tasks to 312 stores in one campaign and tracks completion by region as reps sync.Tasks & field campaignsReporting & Power BIHannah · Trade marketing 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 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 SalesforceInstalled 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 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 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 SalesforceNext quarter's visits, planned in one go
A territory manager creates a quarter of recurring visits for 140 stores at once, then fine-tunes the week in Call Planning.Store visits & call cyclesRecurring visitsDan · Territory manager · Inner West territoryIn SalesforceNot on Salesforce? It's included
A brand with no Salesforce gets FieldKo in its own new Salesforce org, with the Salesforce licenses included in one FieldKo subscription.Salesforce setupNick · Head of field sales · [Mid-size drinks brand]In 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 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 officeIn SalesforceVisits planned on the map
A territory manager drags store pins onto a rep's calendar in the Visit Planner, so each day's visits are close together.Store visits & call cyclesRoute planningDan · Territory manager · Inner West territoryStore 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.