Survey saved as a draft, finished later
A store manager interrupts a survey halfway through, and the merchandiser picks it up after lunch exactly where she left it.
The story
Leah · Merchandiser · Metro Grocer Bondi Junction
Leah is seven questions into the 14-question range review at Metro Grocer Bondi Junction at 11:20 when the store manager needs her to move a delivery. She closes the survey and it saves as a draft. She's back at 1:05 after lunch. The survey opens at question 8, with her first seven answers and two photos still there. She finishes at 1:18. One complete survey reaches Salesforce, not two half-finished ones.
On the phone
- Stop without losing anythingA survey left part-way is saved as a draft on the phone, with its answers and photos.
- Pick up where you left offThe draft reopens at the next unanswered question.
- One survey, not duplicatesOnly the finished survey syncs, so reporting isn't cluttered with half-answers.
In Salesforce, after sync
Leah syncs at 1:40. One complete survey is on the visit.
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 exampleFIELDKOMetro Grocer Bondi JunctionTue 11 Nov
Check-in10:58 AM
Survey14/14 (draft resumed)
Photos4
Check-out1:22 PM
Sent toSalesforce
✓ SYNCED
Related examples
On the phoneWorks Offline