New in 1.0.70Route planning, recurring visits and survey drafts.See what's new →
In-store execution for consumer goods

The store has no signal. Your reps keep working.

Every store visit planned, done and reported, even when there's no signal.

See How It Works
Works offlineNative to SalesforceOn AppExchange
9:41
My VisitsToday • 3 Visits3
Offline · 3 Pending Changes
Shelf Photo Analysed9:42 AM
3 Facings1 Gap2 Promo
9:30AMShelf AuditMetro Grocer Bondi JunctionCompleted
11:00AMPromo SetupCorner Fresh RandwickIn Progress
2:15PMRange ReviewHarbour Pharmacy CoogeeNot Started
No signalWork saved on device
3 changes syncedTo Salesforce
Used in the field by teams at
FonterraLactalisNatures OrganicsKumho TireTradewareVector Logistics

Who is FieldKo for?

For BrandsKnow what's on the shelf in every store.
Core Ranging. Record which contracted products are on the shelf, with quantities if you track them.
Vision AI. Detect products, facings, price tags and promo signage from one shelf photo.
In-Store Ordering. Orders from the account's price book, signed by the customer, even offline.
Field Campaigns. Plan visits with the same tasks across many accounts and reps at once.
FieldKo for Brands
For Merchandising AgenciesShow clients exactly what your team did.
Proof of Visit. Check-in and check-out times and location recorded on every visit.
Before and After. Pack-outs capture before and after photos, synced to Salesforce for client reporting.
Fast Onboarding. A guided first day gets new merchandisers checking in and syncing quickly.
Transfer Visits. Move visits to another rep when someone's away, so coverage holds.
FieldKo for Agencies
What FieldKo does

Plan, run and report every store visit from one app.

Works offlineVisits, surveys, photos and orders work with no signal and sync when the rep is back in range.
Photos on the visitShelf and pack-out photos attach to the visit they were taken on.
Vision AIScores products, facings, price tags and promo signage from one shelf photo. Available as a paid add-on.
Orders and signaturesReps take orders from the account's price book and capture the customer's signature in store.
Compliance alertsManagers are notified when a store drops below the score you set.
Built into SalesforceEvery visit, photo and order is a record in your own Salesforce org.
How FieldKo fits together

Managers can see which stores need attention before the end of the week.

Reps run their day in the FieldKo Atlas app, online or offline. Managers plan and track the work in Salesforce. Sync connects the two in both directions.

FieldKo Atlas appField reps · iPhone, iPad, AndroidRun your day: see your visits, check in, complete tasks and surveys, take photos, place orders. Works offline.
SyncWhen a manager plans a visit in Salesforce, it appears in the rep's app after the next sync. When a rep completes the visit, the results appear in Salesforce after the rep syncs.
FieldKo in SalesforceManagers and admins · on a computerPlan visits for the team, build surveys and tasks, track results, and configure FieldKo.
A day in the field

One day in the field, from first sync to last.

5 of 7 steps work with no signal. Reps only need a connection to start and end the day.

9:30 AMWorks offline

Check in to the store

Checking in records the time and, if your company uses it, the location. The visit moves to In Progress.

Shelf Audit
Metro Grocer Bondi Junction
500 Oxford St, Bondi Junction NSW
In Progress
Audit
Today • 9:30 AM0/6
How offline works

Works in the back of the store, even when there's no signal.

The app keeps your data in an encrypted database on the device. Work done offline is saved and queued, then uploaded the next time the rep syncs.

01Saved on the device. Everything created, changed or deleted offline stays on the phone or tablet.
02Queued as Pending Changes. The Sync screen shows exactly what is waiting to upload.
03Uploaded on sync. Records go first, then the photos that belong to them.
Works Offline
VisitsCheck-in and check-outTasks and surveysNotesAccounts and recordsOrdersCore rangingPack-outsLeave requestsTaking photosVisit map and routes
Needs a Connection
SyncSlackChatterRefreshing dashboardsFirst-time setup
One visit, itemised

Here's everything one store visit sends back to Salesforce.

Your rep checks out, the phone finds a signal, and the whole visit lands in your org as records you can report on. Nobody has to type it up on Friday afternoon.

FIELDKOMetro Grocer Bondi JunctionTue 21 Oct · Visit #4471
Check-in9:31 AM
Core ranging5 of 7
Shelf photos6
Vision AI score92%
Survey12/12
Pack-outDone
Order18 units
SignatureJ. Chen
Check-out10:24 AM
Sent toSalesforce
✓ SYNCED
Thanks for visiting. See you next cycle.
Built on Salesforce

Everything your reps capture ends up in your own Salesforce org.

Everything lands in your org.
Visits, survey answers, photos and orders are Salesforce records. Report on them with the tools your team already uses.
Configured, not customised.
Your admin chooses which menu items, visit actions and features reps see, and what things are called, from Salesforce settings.
Installed from AppExchange.
Install the packages, assign permission sets, and reps log in with their Salesforce username.
For IT and Salesforce teams

Security and data handling your IT team can sign off on.

Security and Data HandlingData on the device is held in an encrypted database. Access follows your Salesforce permission sets, and admins control which objects, fields and records sync to each rep.How FieldKo handles data IntegrationsFieldKo runs inside Salesforce, so field data works with Salesforce reports, dashboards and Chatter, and flows on to Slack, Power BI, and Claude or ChatGPT through the FieldKo connector.See integrations

There's a guide for every role, from a rep's first day to admin setup.

Visit Support
Field RepsA guided first day: check in, complete tasks, and sync.ManagersPlan your team's first week of visits and check the results.AdminsInstall, configure, and control what syncs to each device.
NEWFieldKo Atlas 1.0.70
Route planning, recurring visits and survey drafts.
1.0.681.0.671.0.651.0.641.0.57Release Notes
FAQ

Common Questions

What is FieldKo and who is it for?

FieldKo is a Salesforce-native app for field teams in consumer goods: brands and the merchandising agencies that work for them. Reps use the FieldKo Atlas app on visits. Managers and admins use FieldKo in Salesforce.

Can FieldKo work offline?

Yes. Visits, check-in and check-out, tasks, surveys, notes, accounts, orders, core ranging, pack-outs and photos all work without a connection. Changes are stored in an encrypted database on the device and upload when the rep syncs.

How does FieldKo use AI?

Vision AI reads shelf photos to detect products, facings, price tags and promo signage, and scores compliance automatically. Vision AI is available as a paid add-on.

Is FieldKo customisable for my business?

Yes. Your admin chooses which menu items, visit actions and features reps see, and what things are called, from settings in Salesforce.

What kind of support does FieldKo offer?

Step-by-step guides for reps, managers and admins, troubleshooting by symptom, and release notes for every version of the app. Reps can also send a copy of their app data to FieldKo Support to recover unsynced work.

How much does FieldKo cost?

Plans start at USD 49 per user per month, with volume discounts for larger teams. See the Pricing page for details.

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.

Get in Touch
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