Features

Everything FieldKo does, from the store shelf to Salesforce.

92 capabilities across the FieldKo Atlas app for field reps and FieldKo in Salesforce for managers and admins, all documented on FieldKo Support.

FieldKo Atlas appField reps, on a phone or tabletRun the day: visits, check-in, tasks, surveys, photos and orders. Works offline.Rep features →Two-way syncBoth directionsA manager's plan reaches the rep on the next sync. The rep's results reach Salesforce the same way.Offline and sync →FieldKo in SalesforceManagers and admins, on a computerPlan visits for the team, build surveys and tasks, track results, and configure FieldKo.Manager and admin features →
01 · Plan the day

Reps start the day with a plan they can rearrange.

The FieldKo Atlas app shows each rep their visits for the day, inside their call cycle, with the route between stops.

Plan visits on the calendar →
9:41
Visit Map
Today • 5 Visits
Optimize RouteSaves 14 min
38 km • 1 h 05 min driving
1Metro Grocer Bondi Jct
2FreshCo Randwick
3City Mart Kingsford
4Value Foods Maroubra
5Corner Store Coogee
Accept Route
CalendarEvery visit sits inside one of the rep's active call cycles.6 capabilities
Works offline
Visit calendarDay and month views in portrait and landscape, with cancelled visits in their own colour.
Works offline
Press and holdReschedule, move, open or delete a visit. The new time shows before the rep lets go.
Works offline
Recurring visitsNew visits can repeat weekly or monthly, ending on a date or after a number of visits.
Works offline
Create a visitName, time, visit type and tasks, or a ready-made visit template.
Works offline
Smart planned endThe planned end moves later to fit the visit's tasks, and never shortens a longer time the rep chose.
Works offline
Call cycle checksVisits can only be planned inside an active call cycle, and the app says when one is missing.
Route and remindersThe visit map needs a connection. Everything else works offline.4 capabilities
Suggest and Optimize RouteThe day's route with distance and travel time. Accepting an optimised route updates the calendar.
Nearby accountsSee the day's visits on a map and find accounts close by.
Capture LocationDrag the pin or tap the map to save an account's location.
Works offline
Visit remindersA notification when a rep misses a check-in or check-out on today's visits.
02 · In the store

The whole store visit, recorded on one phone.

Check in, work through the tasks, take the photos, check the range and take the order. Nearly all of it works with no signal.

Check in and complete a visit →
9:41
Smart Camera
Shelf photo · Survey question 4
Quality checkGreat Shot
Lighting
Clarity
Completeness
Stability
Done
Visit6 capabilities
Works offline
Check in and check outA fresh location for each, with a message confirming how accurate it is.
Works offline
Unfinished task reasonsAt check-out, a reason for each task the rep couldn't do, or cancel the visit.
Works offline
Grouped product tasksTasks for the same product and task type are grouped, with progress such as "2 / 5 Products".
Works offline
Future visit check-inChecking in to a visit planned for a later day asks for confirmation, or your admin can block it.
Works offline
NotesAdd notes to an account during a visit.
Works offline
Next Visit To Do'sLeave tasks and notes for the next visit to the account on a later day.
Surveys and photos6 capabilities
Works offline
SurveysSingle-choice, date and other question types, with numbered follow-up questions such as 1.1.2.
Works offline
Survey draftsLeave a survey partway through and choose Save draft, Keep Editing or Discard.
Works offline
Photos and signaturesAdd photos, several to one answer where allowed, and capture signatures in a survey.
Works offline
Smart CameraLive prompts frame the shelf photo, then an on-device check scores lighting, clarity, completeness and stability.
Works offline
Photo galleryEvery photo in the app, grouped by date or type, with size, record, date and location.
Works offline
Photo size controlPhotos are compressed to 1 MB by default, and reps can change the maximum size.
Stock and orders6 capabilities
Works offline
Core rangingRecord which of an account's contracted products are on the shelf, with quantities if you track them.
Works offline
Pack-outs and short-dated stockScan products, record quantities and expiry dates, and take before and after photos.
Works offline
Place an orderBuild a cart from the account's price book, capture the customer's signature and submit.
Works offline
Edit ordersChange an order in Place Order, and filter products by category.
Works offline
Line discountsDiscounts are saved as a percentage, with the amount saved separately.
Works offline
Log an incidentRecord something that went wrong at an account, with an optional photo.
03 · Records and collaboration

Salesforce records and dashboards, in the rep's pocket.

Reps work with the accounts and records your admin makes available, and see the same dashboards the office uses.

Work with accounts and records →
Records5 capabilities
Works offline
AccountsFind accounts and view their details and related lists.
Works offline
Create and edit recordsForms follow your page layouts and scroll to the first field that needs attention.
Works offline
LookupsTap a lookup on a card, related list or form to open the related record.
Works offline
Attach filesAttach files to records and keep the file's name. Files up to 5 MB.
Works offline
Local number formatsNumber, currency and percent fields accept the phone's decimal format, such as 1.234,50.
Team and day4 capabilities
DashboardsView, refresh and filter Salesforce dashboards in the app, online or offline.
SlackChatterRead and post to Chatter, mention colleagues, and add photos and files.
Works offline
Leave requestsSubmit a leave request from the app.
Works offline
Personal settingsSync, photo, calendar, reminder, navigation and appearance preferences.
04 · Offline and sync

Offline first, with sync rules your team can rely on.

The app stores data in an encrypted database on the device and queues every change until it syncs with Salesforce.

Understand offline work and sync →
How sync runs4 capabilities
Encrypted on the deviceEverything created, changed or deleted offline is saved on the device and queued.
Background syncWhen the app opens, every 60 minutes by default, on return to the app and at check-out. Can be limited to Wi-Fi or business hours.
Pending ChangesThe Sync screen shows what is waiting to upload, with a sync history.
Upload orderRecords upload first, then their photos, and related records upload in the right order so they stay linked.
Protecting the work4 capabilities
Conflict rulesFor visits, tasks, survey answers, orders and other core records, a newer Salesforce change is kept and the rep is told.
Loss warningsReset Sync and logging out warn when photos or files haven't uploaded yet.
Reset SyncUpload changes, clear offline data and download everything fresh when data looks wrong.
Send data to supportEmail FieldKo support a copy of the app data to recover or investigate unsynced work.
05 · Planning and campaigns

Managers plan a whole team's month in Salesforce.

Plans reach each rep's app on their next sync. Managers need the FieldKo Manager Permission Set.

Plan visits in Salesforce →
Plan visits6 capabilities
Visit CalendarPlan and move visits for each rep on a calendar.
Visit PlannerPlan one-off visits for a rep across their call cycle.
Call PlanningPlan visits from a list of accounts.
Account MapPick the accounts to visit from a map.
Clone Visits and Clone Call PlanCopy visits or a whole call plan into a new period.
Recurring visitsPlan visits that repeat for a rep.
Roll out and cover6 capabilities
Field CampaignsThe same tasks across many accounts and reps at once. Existing Not Started visits get the campaign's tasks added.
Account SetsSaved account lists for campaigns, recurring visits, recurrence patterns and visit templates.
Recurrence patternsSet how often each account is visited. Accounts show Next Visit Due and Days since Last Checkout.
Transfer VisitsHand a rep's Not Started visits to someone else, for example while they're on leave.
Account owner changesRanging, recent orders and future visits can move to an account's new owner.
Rep notificationsEmail reps when campaign visits are planned for them.
06 · Performance and reporting

See what happened in every store, and who did it.

Everything reps record arrives in Salesforce as records you can report on, with the report types FieldKo includes.

Track your team's performance →
Targets and people4 capabilities
ObjectivesTargets per task type for each call cycle, with target, planned and completed counts by week and account. Reps see theirs in the app.
Locate RepresentativesA rep's visits, current location and last check-in location for a week.
AttendanceOne record per rep per day: login and logout, location trail, time logged on, time worked, device and app version.
Check-in complianceDistance from the account at check-in, and compliance reasons for check-in and check-out.
Records and reports6 capabilities
Visit summary PDFsA PDF of each completed visit, saved to the visit and account and emailed to the rep and account owner.
OrdersOrders with signatures on the FieldKo Orders tab, with scheduled order PDFs emailed to customers.
Incidents and pack-outsIncidents with distance from the account. Pack-outs with photos, rate against target and location compliance.
12 report typesTasks, objectives, survey answers, orders, targets and ranging, ready for your own reports and dashboards.
External BI toolsReporting tools connect to FieldKo objects through their standard Salesforce connector.
Sync DetailsCheck whether each rep is syncing.
07 · Administration

Configured from Salesforce, without a new app release.

Admins set up FieldKo in your org and control what reps see. Settings reach devices on any sync.

Read the admin guide →
Configuration6 capabilities
FieldKo Configuration tabOne place for visit, calendar, map and campaign settings.
Custom settings and metadataMenus, visit actions, sync and visit configuration, documented in the Configuration Reference.
Metadata CollectorBrings object, field, layout and record type changes to reps' devices.
What syncs to each repChoose which objects, fields and records reach each rep's device.
Labels and languagesRename anything with custom labels and translations. The app follows each user's Salesforce language.
Calendar and map languageSet the language for FieldKo's Salesforce calendars and maps by org, profile or user.
Visits and content4 capabilities
Call cyclesPlanning periods for each rep. Every visit falls inside one.
Task types, visit types and templatesDefine the work, colour-code visit types, and bundle tasks into templates.
Survey builderQuestions with follow-up questions and photos, attached to tasks.
Products and orderingProducts, price books and contracts for ordering, and product sets for core ranging.
Support and testing3 capabilities
Diagnose rep issuesSync logs, errors and device details in Salesforce.
Export data and photosFieldKo data sits in Salesforce objects you can export with standard tools.
Test new versionsTry a new app version before release with TestFlight on iOS or an APK on Android.
08 · Built on Salesforce

An AppExchange app, so it inherits the platform you already trust.

FieldKo is distributed on Salesforce AppExchange as two managed packages installed in your own org. Your data, users and security model stay in Salesforce.

See FieldKo on AppExchange →
AppExchange and packaging4 capabilities
Salesforce security reviewEvery solution listed on AppExchange must pass a security review by Salesforce before it can be listed.
Managed packagesInstalled and upgraded as managed packages, with a namespace that keeps FieldKo's objects and fields separate from yours.
No hit to your org limitsPublicly listed AppExchange packages don't count against your Salesforce edition's limits for apps, objects and tabs.
Sandbox firstInstall and test FieldKo in a Salesforce sandbox before you roll it out in production.
Your data and access4 capabilities
Data stays in your orgEvery visit, photo, answer and order is a Salesforce record in your org.
Salesforce loginReps log in with their Salesforce account, so your org's login policies apply.
Your permission modelAccess follows your profiles, permission sets and sharing, including account teams.
Native reports and automationFieldKo records work with Salesforce reports, dashboards, Chatter, flows and APIs.
09 · Devices and languages

iPhone, iPad and Android, in your team's language.

iPhone and iPadFieldKo Atlas on the App Store, with test builds through TestFlight.
Android phones and tabletsFieldKo Atlas on Google Play, with test builds as APK files.
Portrait and landscapeScreens resize when a tablet rotates, and key buttons stay on screen.
Each user's languageThe app shows text in each user's Salesforce language, with your translations.
App Store →Google Play →

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.

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