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.

Plan store visits, guide reps through the work and see what's on the shelf in every store. Everything connects to Salesforce, and the app keeps working when there's no signal.

Book a DemoSee How It Works
Works offlineNative to SalesforceOn AppExchange
9:41
My VisitsToday • 3 Visits3
Offline · 3 Pending Changes
Shelf Photo Analyzed9:42 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
Plan · Execute · Measure

Plan the work. Prove the execution. Improve the outcome.

  1. 01PlanPut the right visits, tasks and store information in front of the right people.Store visits →
  2. 02ExecuteLet reps complete structured work in store, with surveys, ranging checks, notes and photos.Tasks and campaigns →
  3. 03MeasureBring the results back into Salesforce for scorecards, reporting and follow-up.Reporting →
Who it helps

The field team gets a better day. Managers get a clearer picture.

For field teamsKnow where to go, what to do and what still needs finishing, and keep working when reception drops.The FieldKo Atlas app →
For managersSee visits, tasks, exceptions and store results after sync, so you can follow up where execution needs attention.Reporting →
For Salesforce teamsField data lives in your own org under your permissions, and you adapt workflows to your business rules from Salesforce settings.Why Salesforce →
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 FieldKo fits together

The app for the store. Salesforce for the business.

FieldKo Atlas is designed for reps on the road and in store. Managers and admins work with FieldKo in Salesforce. Completed work syncs back to Salesforce when the device connects, so nobody has to enter it twice.

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.

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
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
  • Visits
  • Check-in and check-out
  • Tasks and surveys
  • Notes
  • Accounts and records
  • Orders
  • Core ranging
  • Pack-outs
  • Leave requests
  • Taking photos
  • Visit map and routes
Needs a Connection
  • Sync
  • Slack
  • Chatter
  • Refreshing dashboards
  • First-time setup

Work done offline uploads the next time the rep syncs.

New · Turn-in orders

From the store floor to the distribution center, without re-keying.

FieldKo turns an order taken in store into a checked, confirmed wholesaler order in minutes, with a signed receipt for the store and full visibility for head office.

See orders and turn-in orders →
Order ConfirmationMetro Grocer Bondi JctStore 4127 · Today • 10:02 AM
PDF
Transmission referenceTX-48213907Received
Sparkling Water 12×1L4$86.40
Cola 24×375ml6$151.20
Orange Juice 6×2L3$62.10
Total · 13 cases$299.70
Store signature · J. NguyenEmailed to store contact
cc rep
One visit, itemized

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

Field data syncs into your own Salesforce org.

Synced into your org.
Visits, survey answers, photos and orders become Salesforce records when the device syncs, subject to your permissions. Report on them with the tools your team already uses.
Configured, not customized.
Your admin chooses which menu items, visit actions and features reps see, and what things are called, from Salesforce settings. When your process needs more, we scope the extra work with you.
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
How we work

Built around your operating model.

Field teams don't all work the same way. We work with you to set up your visits, tasks, store programs and reports in FieldKo, then test them with your own reps and adjust.

  1. 01UnderstandMap your current visits, territories, tasks, customer data and reporting needs.
  2. 02ConfigureConnect the Salesforce data you need, and set up field workflows, survey structures and permissions.
  3. 03PilotTest with representative users and real store scenarios.
  4. 04LaunchSupport onboarding, training and rollout.
  5. 05ImproveRefine activities, forms, reports and workflows based on feedback.
Show Us Your WorkflowHow we work with you →

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?

FieldKo is a field execution app built on Salesforce, for teams that visit stores. Reps run their visits in the FieldKo Atlas app, and managers plan the work and report on the results in Salesforce.

Who uses FieldKo?

Consumer goods brands, merchandising agencies and field sales teams. Some customers also use it for inspections and outbound customer calls.

Does FieldKo replace Salesforce?

No. FieldKo runs inside your Salesforce org. Your accounts, users and reports stay in Salesforce, and FieldKo adds the field app and the screens managers use to plan and review store work.

Can our team work without mobile coverage?

Yes. Visits, check-in and check-out, tasks, surveys, photos and orders work with no signal and sync when the device reconnects. The visit map and route planning need a connection.

Can we create our own store surveys and tasks?

Yes. Your admin builds surveys and task types in Salesforce. Some advanced workflows need project work, which we scope with you.

Can FieldKo help us manage shelf execution and ranging?

Yes. Core ranging checks each store's contracted range, reps can scan barcodes, and Shelf Health Scorecards score the shelf against the rules you set.

Can we see what our field teams have completed?

Yes. Visits, tasks and survey answers reach Salesforce when each rep's device syncs, and you report on them with Salesforce reports and dashboards.

Can FieldKo work with our existing Salesforce setup?

Yes. FieldKo installs into your existing Salesforce org. We review your data model, permissions and workflows with you and agree the setup and project scope.

How do we get started?

Book a demo and tell us how your team works today. We map your visits, tasks and reporting needs, set FieldKo up around them, pilot it with a few reps and then roll it out.

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.

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.

Show us a day in your field team's work.

Tell us how you plan visits, run store programs and review results. We'll show you how the same workflow could look in FieldKo.

Book a Demo