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Check(In) Mate

By Salesforce Labs

Track your field reps' customer visits using GPS Check-In like never before

Free  

Never requires payment

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Business Need
Sales
Geolocation
Requires
None
Compatible With
Sales Cloud
Platform Cloud
Experience Cloud

The Check(In) Mate Utility helps your organization have a better understanding of your field reps visits by allowing them to check-in as soon as they arrive at customer and check-out when they leave.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Platform Cloud
Experience Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Check(In) Mate/Spring 2022 1.2.0
Listed On
06/07/2021
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 6
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/07/2022

Additional Details

Have you ever wanted to get insights on your field rep visiting performance? Have you ever wanted to understand if the field reps are visiting as expected? Look no further, Check(In) Mate is here to help. The Check(In) Mate utility will enable your field reps to check-in as soon as they arrive in a customer and check-out when they are about to leave. The location and timestamp information are stored on a Visit record, so you will be able to create reports to understand how your field reps are performing. As an administrator, you can also define a compliance distance, if a field rep tries to check-in/check-out outside of that range, they are going to get an alert or won't even be able to perform that action! As a bonus, most of this solution was created on using a modular approach in Flows, therefore, it is easy for admins and developers to tweak what was created and have it work for even more use cases.

Need help?

Salesforce Labs

San Francisco, CA, USA

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