FieldKo Demo Resources for Salesforce

FieldKo's resource library exclusively for Salesforce Account Executives and Solution Engineers to assist with presales and demos


FieldKo is a 100% Salesforce native app that helps teams conduct Inspections and perform Assessments

perform inspections

Digital checklists, forms, and surveys

Create checklist Templates for easy user access and scalable inspection management.

stay secure

Built 100% Natively on Salesforce

Work with any existing Salesforce org, including Sales, Service and Industry Clouds

FieldKo GPT

Powered by ChatGPT AI

ChatGPT-powered insights and recommendations provide fast inspections, valuable insights and real-time decision-making.

manage checklists

Low code/no code solution

With no coding or development experience needed to start using FieldKo, complete inspection management is only a few clicks away.


FieldKo is works with Sales, Service and Platform Enterprise Editions of Salesforce as well as Field Service Lightning



FieldKo is a member of the Salesforce ISV Partner Program




Installing the FieldKo Managed Package into an existing Salesforce org enables the functionality shown below

Perform Inspections 

Leverage pre-built checklist Templates to perform Inspections that can be related them to any standard of custom Salesforce object.

Compatible with both the Salesforce and Field Service Lightning mobile apps.

HubSpot Video

Conduct Assessments

Use staff and candidate interview Templates to conduct Assessments. These can be related to any standard or custom Salesforce object.

Work with Salesforce Sales, Service, Platform and Industry clouds as well as Experience Cloud.

HubSpot Video

Leverage AI Generated Tasks & Summaries

Access ChatGPT directly in Salesforce to deliver AI-generated Summaries, Recommendations and Tasks based on specific criteria.

AI content is made available using standard Salesforce Notes and Tasks.

HubSpot Video

Build and Manage Templates

Create and manage checklist Templates using our Template Builder. Add new questions, checklist sections and GPT-parameters all without code.

Reuse Templates to provide users with quick and easy access to specific business processes directly within Salesforce.

HubSpot Video

FieldKo supports multiple question types as standard

All FieldKo questions are reusable components developed in LWC (without any Aura) making them fast to load across desktop and mobile devices using standard Salesforce mobile apps. Custom question types can be developed upon request.


Short of long form plain text

Date and Time

Values that are dates or date and time combinations


Numerical data including percentage and currencies


A list of options that the user can choose from including both picklist and multi-select picklist


Latitude and longitude of the user based on their location

Photos & Files

Upload Photos or Files as attachments


Capture signature on glass

Salesforce Field

Display or update related Salesforce fields


FieldKo is designed to be easy, flexible and powerful

  • Rapid time to value

  • Salesforce Compatible

  • Easily Configurable

  • ChatGPT Enabled

Get started in minutes

Install our app and be up and running quickly. A new installation of FieldKo can be provisioned in just minutes.

Works with your existing Salesforce org

The FieldKo Managed Package can be installed into an existing customer's Salesforce org. This enables customers to conduct Inspections or perform Assessments and relate them any standard or custom object.

Configure using clicks not code

FieldKo is designed to be easy to use. FieldKo customers are able use standard Salesforce declarative low-code tools to configure the solution.

Leverage ChatGPT to generate Tasks and Summaries

FieldKo comes with pre-built integration with ChatGPT. This means customers can leverage the power of AI to generate Summaries, Recommendations and Tasks from FieldKo Inspections or Assessments.


FieldKo FAQs

What is FieldKo?

FieldKo is a native Salesforce app that helps companies perform inspections or assessments using checklist templates. It can be installed into any Salesforce org as a managed package.

Key Value & Benefits

Eliminate Paper & Spreadsheets: FieldKo improves overall inspection efficiency by eliminating manual paperwork and administrative tasks. Inspectors can quickly and easily capture inspection data using their mobile devices, reducing the time spent on documentation and increasing productivity.

Configurable Templates: FieldKo offers the ability to create and configure inspection templates based on specific requirements. This flexibility allows companies to tailor the templates to match their unique inspection criteria, ensuring that inspections are conducted according to industry standards and regulations.

Capture Files & Photos: The app supports file and photo attachments, enabling inspectors to capture and attach photos, videos, and audio recordings to inspection reports. This feature provides visual evidence and context, enhancing the accuracy and comprehensiveness of the inspection documentation.

Real-time Data Access: The app enables real-time access to inspection data, allowing inspectors, managers, and stakeholders to view and analyze the latest information instantly. This facilitates prompt decision-making, issue resolution, and collaboration between different parties involved in the inspection process.

Analytics and Reporting: FieldKo offers robust analytics and reporting features that enable companies to gain insights from inspection data. Managers can generate comprehensive reports, identify trends, track performance metrics, and make data-driven decisions to improve operational efficiency and address areas of concern.

Why do Customers choose FieldKo?

Customers choose FieldKo to manage their inspections or assessment processes directly on the Salesforce platform. We often win customers that are using an inspection or assessment solution that is not on the Salesforce platform.

What main Use Cases does FieldKo address?

  • Field Service Inspection Management
  • Safety and OH&S
  • Facilities Management
  • Risk Reduction
  • Retail Execution in Consumer Goods
  • Mystery Shoppers
  • Franchising Standards and Audits
  • Human Resources Performance Reviews and Career Development
  • Employee Engagement
  • NPS and Customer Feedback

What Customer Pain Points do we Solve?

  • Manual inspection processes involving paper or spreadsheets
  • Using a 'point solution' that isn't on the Salesforce 'Customer 360' platform
  • Excessive time, cost and effort associated with manually preparing summaries and recommendations

What are the Key Roles to Target?

  • Individuals with Safety, Compliance or Risk in their job titles
  • Head or Senior Managers in HR roles

What are several Qualifying Questions?

  • What are your current processes for reducing overall risk in your organisation?
  • How do you currently guarantee employee safety?
  • How do you track employee performance reviews and discussions?
  • What are your current processes for understanding employee and customer engagement?

How much does FieldKo cost?

  • FieldKo Audit Core Licence from $39 USD per user per month
  • FieldKo Audit Platform Licence from $19 USD per user per month

What type of Salesforce license does the Customer need?

FieldKo works with Sales, Service, Platform as well as Industry Clouds. FieldKo can be installed in a customer's existing Salesforce org or we can help you set up a custom demo as needed.

How much ACV does an AE receive from FieldKo?

Since FieldKo is a Salesforce ISV partner, which means AEs receive 15% of ACV for any FieldKo deal.


Single app, multiple use cases

Need help with FieldKo or setting up a demo?

"The FieldKo Inspection app allows our team of almost 2,000 users to collect over 3 million pieces of site information and drive real business outcomes from data insights each and every year."

"I'd recommend FieldKo to anyone who wants to drive high-performing teams. We've been using the app for over three years, and it's greatly impacted our efficiency, effectiveness, and compliance."

“What I like most about FieldKo is the sophistication of the solution and the ability to tailor the system to our requirements.”