GrocerySalesforce adminsPlanning the month

Rename 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.

The story

Chris · Salesforce admin · Head office

The field team calls a visit a "call" and a pack-out a "reset". Chris opens FieldKo's settings in Salesforce and changes both labels, hides the Orders menu item for merchandisers who don't take orders, and reorders the visit actions so Check Prices comes first. It takes 15 minutes. After their next sync, the reps see the app in their own words, with only the actions they use.

In Salesforce

Chris makes the changes in 15 minutes on Tuesday afternoon.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Setup
FieldKo Settings
FollowEdit
Status
Saved
As of
Tue 4 Nov
Owner
Chris
Labels
DefaultYour label
VisitCall
Pack-outReset
Visit Actions
OrderAction
1Check Prices
2Core Ranging
3Survey
4Reset
Details
Menu Items · Orders
Hidden for Merchandisers
  1. Configured, not customizedLabels, menu items and visit actions are settings in Salesforce, not code changes.
  2. Show each team what it needsMerchandisers don't see ordering; sales reps do.
  3. Live after the next syncChanges reach every rep's app the next time they sync, with no app update.
One visit, itemized

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
FIELDKOFieldKo SettingsTue 4 Nov
Labels changed2
Menu items hidden1
Actions reordered4
Time taken15 min
Code changes0
Sent toSalesforce
✓ SYNCED
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← All examplesAll grocery examples →The problem this solves: Another app reps won't open →

Store names, people and figures in these examples are illustrative.

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