Published at: 2026-10-12

Sales Representative Visit Flow

Complete a planned visit and submit its result. Field visit flow

Before You Start

❗
  • You have Web or App field access.
  • An administrator configured actions, types, and rules.
  • Use a stable network for the first visit.

Steps

  1. In the App, open Field App from Apps. Field visit flow
  2. Select today’s plan in the field calendar. Field visit flow
  3. Open the customer visit and check in. Enable location services first. Field visit flow
  4. Complete photo, field, data-reporting, and Related Object actions in order. Field visit flow
  5. Enter the summary, then check out or submit. Field visit flow
  6. Return to the calendar and confirm synchronization. Field visit flow

Expected Result

The record appears in the field list with action results, location, and submission status. The Sales Enablement workflow uses the selected Field Type.

Next Steps

Submit Feedback
Next
Manager Review and Performance View