Automated CSAT Survey
Automates customer satisfaction surveys and stores responses in Salesforce.
Dean Infotech Pvt LtdFree
Check(In) Mate
by Salesforce LabsSalesforceFree
Record field visits in Salesforce Platform with check-in/check-out, location, timestamps, and distance-based compliance rules.
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Check(In) Mate lets field reps check in when arriving at a customer and check out when leaving. It stores location and timestamp data on Visit records for reporting on field visits. Administrators can set a compliance distance that triggers an alert or blocks check-in and check-out outside the defined range. The utility supports check-in on Leads, Accounts, Contacts, and Opportunities and uses modular Flows that admins and developers can modify.
Key capabilities
from the Salesforce AppExchange listingVisit check-in/out
Field reps can check in on arrival at a customer and check out when leaving.
Visit data storage
Location and timestamp information is stored on Visit records.
Distance compliance rules
Administrators can define a compliance distance that triggers an alert or prevents check-in and check-out outside the permitted range.
Record-level check-in
Check-in is available on Leads, Accounts, Contacts, and Opportunities.
Modular Flows
The utility uses modular Flows that admins and developers can modify for additional use cases.
Who it's for
Field representatives, administrators, and developers.
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
More from Salesforce Labs
Similar plugins in Salesforce Platform · Sales
View all 1,106 →
Docusign eSignature for Salesforce: The trusted eSignature solution
Send, sign, track, and store agreements from Salesforce records with DocuSign eSignature.
Docusign, IncPaid
Docusign CLM: Streamlined Contract Lifecycle Management
Manage contracts in Salesforce with templates, negotiation tools, approvals, workflows, repository search, and analytics.
Docusign, IncPaid
Data Sync Pro
Automates data processing, rules, UI lists, action buttons, and cross-org synchronization in Salesforce Platform.
PUSHTOPICFreemium
What the vendor says
«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 …»