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.
Sam · Territory rep · Harbour Pharmacy Coogee
Sam spends 48 minutes at Harbour Pharmacy Coogee with no signal past the front counter. He completes nine tasks: price checks, core ranging, a sun care survey and a pack-out on the new SPF bay. Back at the car at 2:41, the Sync screen shows 23 pending changes. Records upload first, then 14 photos. At 2:43 it reads "Synced with Salesforce". His manager can see the whole visit before Sam has left the car park.
- Everything is queued, nothing is lostThe Sync screen lists every change waiting to upload, so Sam can see exactly what will reach Salesforce.
- Records first, then photosAnswers and tasks upload first so managers see results fast; photos follow and attach to the right records.
- The week isn't typed up on FridayThe visit is in Salesforce two minutes after Sam leaves the store, as records the team can report on.
The visit is in Salesforce at 2:43, two minutes after Sam reaches the car.
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