How It Works

How a store visit gets from a manager's plan to a rep's phone and back.

Managers plan visits in Salesforce. Reps complete them in the FieldKo Atlas app, with or without a signal. Everything syncs back as Salesforce records your team can report on.

The visitPlanIn the StoreSyncReview
SetupConfigureSecurityIntegrationsKey Concepts
01 · Plan

Managers plan the work in Salesforce.

Every visit belongs to a rep's call cycle, a planning period such as four weeks. Plans reach the rep's app on the next sync.

Plan visits one at a timeVisit Calendar, Visit Planner, Call Planning, Account Map
Plan repeating visitsRecurring Visits
Allocate call cycles, visits and leave in bulkScreen flows in Salesforce, no CSV uploads
Copy visits to a new periodClone Visits, Clone Call Plan
Roll out the same work across many storesField Campaign, Account Set
Cover a rep who's awayTransfer Visits
02 · Visit

Reps complete the visit in the FieldKo Atlas app.

Check in, work through the visit's tasks, and check out. Everything below works with no connection.

Check In and OutRecords the time and, if your company uses it, the location.
TasksWork through the visit's tasks, and record a reason for any that can't be done.
SurveysRequired questions are highlighted, and a survey can't be saved until they're answered. Add photos and signatures.
Smart CameraGuided photo quality checks, plus Vision AI shelf analysis as a paid add-on.
Core RangingRecord which contracted products are on the shelf.
Pack-OutsScan products, record quantities and short-dated stock, with before and after photos. The same scan flow every time.
Offline MapsDownload regional maps to see stores, visit order and routes with no signal.
OrdersBuild a cart from the account's price book and capture a signature.
Notes and Next Visit To Do'sLeave notes for the next visit. AI summarises call notes and creates the follow-up tasks.
In the store

More than surveys: the whole store visit, on one phone.

Reps record every part of the visit in the FieldKo Atlas app, and nearly all of it works with no signal.

See Smart Camera in the guide →
9:41
Smart Camera
Shelf photo · Survey question 4
Quality checkGreat Shot
Lighting
Clarity
Completeness
Stability
Done
Smart CameraLive prompts help frame the shelf photo, then an on-device check scores lighting, clarity, completeness and stability. The check works offline.
Core rangingRecord which of an account's contracted products are on the shelf, with quantities if you track them.
Pack-outs and short-dated stockScan products, record quantities and expiry dates, and take before and after photos.
Place an orderBuild a cart from the account's price book, capture the customer's signature and submit, even offline.
Log an incidentRecord something that went wrong at an account during a visit, with an optional photo.
Dashboards and ChatterView and filter Salesforce dashboards in the app, and post to Chatter with mentions, photos and files.
03 · Sync

Sync keeps the app and Salesforce up to date, both ways.

Changes made offline are queued as Pending Changes. On sync, records upload first, then the photos that belong to them.

First loginThe app downloads all of the rep's data for offline work.
Tap SyncUploads changes and photos, downloads updates, and refreshes settings and labels.
Background syncIf your admin turns it on: when the app opens, every 60 minutes by default, and on check-out. Photos wait for a full sync.
Reset SyncUploads changes, clears offline data, and downloads everything again.
Sync safeguards

Built so a rep's work doesn't get lost between the store and Salesforce.

Everything a rep does offline is saved in an encrypted database on the device and queued until it syncs.

How offline work and sync work →
SyncLast sync 7:42 AM
Offline
Pending Changes
Visits3
Survey answers24
Orders2
Photos11
11 photos haven't uploaded yet. Sync before you log out or reset sync.
A newer version of 1 account was kept from Salesforce.
Pending ChangesThe Sync screen shows how many changes are waiting to upload, and keeps a sync history.
Records first, then photosA photo uploads after the record it belongs to, so it stays linked. Related records upload in the right order.
Clear rules when a record changes twiceFor visits, tasks, survey answers, orders and other core records, a newer change in Salesforce is kept, and the sync tells the rep.
Warnings before data is lostReset Sync and logging out warn the rep when photos or files haven't uploaded yet.
Recovery through supportReps can email a copy of their app data to FieldKo support to recover or investigate unsynced work.
Sync logs for adminsAdmins find sync logs, errors and device details in Salesforce.
04 · Review

Managers see the results and act on them.

Every visit arrives as a Salesforce record with its photos, answers and scores, so managers can see what was done and where the gaps are.

Manager Guides
Check each visitVisit records, photos and survey answers
Get alerted to problemsCompliance alerts when a score drops below target
Set targets and track progressObjectives, reports
See where reps are and what they didMap, Attendance, visit records
Track the team on the goMobile manager dashboards
Report with the tools you haveSalesforce reports and dashboards, Power BI
Setting it upWhat your admin controls, how your data is protected, and what FieldKo connects to.
Setup · Configure

Admins shape the app from Salesforce settings.

Your admin chooses which menu items, visit actions and features reps see, and what things are called. An Account can appear as a Store or an Outlet.

Configuration Reference
Call Cycles and Visit TypesPlanning periods, task types, visit templates and visit type colours.
TasksTask types, required tasks and the reasons reps can choose when a task can't be done.
SurveysQuestions, follow-up questions and photos, attached to tasks.
Products and OrderingProducts, price books, contracts and product sets for core ranging.
Setup · Security

Your data stays in your Salesforce org.

FieldKo is installed as Salesforce packages. Reps log in with their Salesforce username, and every record they create is a Salesforce record.

Encrypted on the deviceThe app stores offline data in an encrypted database on the phone or tablet.
Salesforce permission setsAccess is granted through permission sets, such as the FieldKo Manager Permission Set for planning visits for other reps.
Admin-controlled syncAdmins choose which objects, fields and records reach each device.
Clean log outLogging out deletes all app data from the device, so reps sync before they log out.
Diagnostics in SalesforceSync logs, errors and device details are available to admins in Salesforce.
What syncs to each device

Your admin decides which records each person receives. A typical setup:

AccountsAccounts the rep owns or is on the account team for.
VisitsFrom the start of last month to the end of the current call cycle, or the end of next month if that's later.
Related WorkTasks, surveys, orders and ranging for those visits and accounts.
Setup · Integrations

Built into Salesforce, so it connects to everything Salesforce does.

SalesforceVisits, survey answers, photos and orders are Salesforce records, alongside your accounts and contacts.
Reports and DashboardsBuild on Salesforce reporting. Reps can view dashboards in the app, online or offline.
ChatterRead and post to Salesforce Chatter from the app, with mentions, photos and files.
SlackBring field updates into the Slack channels your team already uses.
Claude and ChatGPTConnect your field data to Claude or ChatGPT with the FieldKo connector, and ask questions about visits, surveys and stores.
Power BIField data synced to Salesforce is available to Power BI for wider reporting.
Data ExportFieldKo data and photos sit in known Salesforce objects, exportable with standard Salesforce tools.
iOS and AndroidFieldKo Atlas runs on iPhone, iPad and Android, from the App Store and Google Play.
Key Concepts

Words you'll see in the app.

Full glossary in Support
AccountA store, outlet or customer you visit.
VisitA planned trip to an account at a set date and time.
Call cycleA planning period for a rep, such as four weeks.
Field campaignA batch of visits with the same tasks, planned across many accounts at once.
Pending ChangesChanges on the device that haven't reached Salesforce yet.

See it running in your org.

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