Configuring Check In Settings

Let sales and service reps log activities and notes from the field using a convenient button on their mobile devices. Customize the Check In experience by creating custom activity fields, a custom disposition, and specific settings for each base object in Salesforce Maps.

• Create Fields for Checking In to Visits
  Capture data that’s important to your company every time reps check in to a visit or event. Salesforce Maps Check In lets reps log their location, time, visit duration, and other details from the field quickly and saves that information before they proceed to the next visit. Managers can view those visit details in Salesforce at any time.
• Match Check In Fields with Activity Settings
  Get location data from reps in the field or at on-site events, and add that data to Salesforce. Set up the check-in and check-out process to create events and tasks, post to Chatter, send arrival alerts, and verify addresses, for example.
• Prompt Users for Details about Meetings when Checking In
  Determine which information field reps provide when they check in to meetings when you create a field set and a custom disposition in Salesforce Maps.
• Select Check In Settings for Base Objects
  After creating Check In and Check Out fields and configuring a custom disposition, configure Check In settings for each base object. Base object-level Check In settings let you further customize what activities and posts that Salesforce Maps generates each time a user checks in at a specific record.
• Check Reps Out from Visits Automatically
  Save your reps time by letting them check in and out of a visit with one click in Salesforce Maps. Checking in to a location logs an activity and marks it complete. If managers require reps to enter notes about a meeting before automatic checkout is complete, include a custom disposition.