Which fields sync to which rep
A Salesforce admin limits which objects, fields and records go to each device, so reps carry only the data they need.
The story
Chris · Salesforce admin · Head office
Chris's security review asks what data sits on reps' phones. In FieldKo's sync settings he can show exactly that. Reps receive only accounts they own or are on the account team for, about 50 each. Account credit limits and payment terms are excluded from the sync. Merchandisers don't receive orders or price books at all. The change reaches devices at their next sync, and the security team signs off the same week.
In Salesforce
Chris shows the settings to the security team in one meeting.
- Only the records a rep needsSync follows Salesforce sharing, so each rep carries their own accounts, not the whole org.
- Leave sensitive fields behindAdmins choose which fields go to the device, so credit and payment data stay in Salesforce.
- Different teams, different dataMerchandisers and sales reps can sync different objects.
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 exampleFIELDKOFieldKo Sync SettingsTue 18 Nov
Profiles configured2
Fields excluded2
Objects excluded for merchandisers2
Accounts per repabout 50
Sent toSalesforce
✓ SYNCED
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