Feature
Salesforce setup examples
Install, permissions, configuration and data access in your own Salesforce org. These stories show the admin side of FieldKo.
About Salesforce setup in FieldKo →9 examples
In Salesforce
Installed from AppExchange in an afternoon
A Salesforce admin installs FieldKo from AppExchange, assigns permission sets, and reps log in with their existing Salesforce username.Salesforce setupChris · Salesforce admin · Head officeIn SalesforceWhich 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.Salesforce setupOffline syncChris · Salesforce admin · Head officeIn SalesforceWorks OfflineEncrypted on the device
The security answer in one page: field data on the phone is held in an encrypted database and governed by Salesforce permission sets.Salesforce setupOffline syncChris · Salesforce admin · Head officeIn SalesforceRename it to what the business calls it
An admin renames menu items and visit actions to the company's own terms from Salesforce settings, with no code and no vendor request.Salesforce setupChris · Salesforce admin · Head officeIn SalesforceField data in Slack, Chatter and Claude
Visit results post to a Slack channel, and the FieldKo connector answers "which stores missed the promo?" in Claude.Reporting & Power BISalesforce setupRob · National sales manager · Head officeIn SalesforceNot on Salesforce? It's included
A brand with no Salesforce gets FieldKo in its own new Salesforce org, with the Salesforce licenses included in one FieldKo subscription.Salesforce setupNick · Head of field sales · [Mid-size drinks brand]In SalesforceA rep moves territory, her stores move with her
An admin reassigns 40 stores to a new rep, and their future visits, tasks and ranging move with the accounts.Transfer visitsSalesforce setupChris · Salesforce admin · Head officeIn SalesforceA new field, on every rep's phone
An admin adds a "Cooler type" picklist to the account in Salesforce and it appears in the app after reps sync and reset.Salesforce setupChris · Salesforce admin · Head officeIn SalesforceA quarter of shelf photos, exported for an audit
An admin exports a quarter's survey answers and photos for a retailer audit, using standard Salesforce tools.Salesforce setupReporting & Power BIChris · Salesforce admin · Head officeOther features
Store visits & call cycles 29Route planning 4Recurring visits 2Tasks & field campaigns 2Surveys 20Core ranging 8Barcode scanning 4Vision AI 2Shelf Health Scorecards 5Pack-outs 5Orders 6Turn-in orders 3Transfer visits 4Leave requests 1Offline sync 37Reporting & Power BI 22Experience Cloud portal 1Incidents 1Visit reminders 1Dashboards 1Smart Camera 1Notifications 1Automation 3Approvals 1Chatter 1All examples →
Store names, people and figures in these examples are illustrative.
See what a store visit looks like in FieldKo.
Tell us how your team runs store visits today and we'll walk you through the same visit in the app and in Salesforce.