A 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.
Chris · Salesforce admin · Head office
The cooler program needs to know what type of cooler every convenience store has. On Tuesday morning Chris creates a "Cooler type" picklist on Account with four values, gives reps edit access through the company's own permission set, and adds it to the account page layout. He runs the Metadata Collector and asks reps to sync and reset that evening. By Wednesday the field is in the app, and 160 stores are recorded by Friday.
Values entered in the app are on the account after sync, ready to report.
- Standard Salesforce setupThe field is created, secured and placed on the layout the way any Salesforce admin already works.
- The app follows the layoutFieldKo shows the fields on the rep's page layout, with the same read-only and required settings.
- Sync, then resetReps sync their work first, then reset, so the new field arrives without losing anything.
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