Visit summary PDF to the store
At check-out, the rep emails the store a one-page summary of what was done, so the store manager has a record too.
The story
Sam · Territory rep · Harbour Pharmacy Coogee
Sam checks out of Harbour Pharmacy Coogee at 2:39. The pharmacy manager, Helen, asked last month for a record of what he does on each visit. At check-out he chooses to email the visit summary to her. The PDF lists the check-in and check-out times, nine tasks completed, the sun care survey score and the new SPF bay photo. It sends when he syncs at 2:43, and a copy stays on the visit in Salesforce.
On the phone
- A record for the storeThe store manager gets the same summary head office sees, without asking.
- Sent from check-outEmailing the summary is one step at the end of the visit, and it sends at the next sync.
- A copy on the visitThe PDF and the email are logged on the visit in Salesforce.
In Salesforce, after sync
Sam syncs at 2:43. Helen has the PDF a minute later.
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 exampleFIELDKOHarbour Pharmacy CoogeeMon 27 Oct
Check-out2:39 PM
Summary PDFCreated
Emailed toHelen R.
Sent2:44 PM
Sent toSalesforce
✓ SYNCED
Related examples
On the phoneWorks Offline