Help and support for FieldKo.

Guides, troubleshooting, and answers for the FieldKo Atlas app and FieldKo in Salesforce. Search for what you need, or choose where to start below.

New here? Find your way around.

Help is organized by who you are, plus the release notes. Switch sections with the tabs at the top of every page.

Use the FieldKo Atlas app on visits: get started, plan and run visits, work in the store, sync, and fix problems.

Plan your team’s visits, run field campaigns, and track results and reports in Salesforce.

Install, configure, and support FieldKo in your Salesforce org, from adding reps to access and automation.

See what’s new and what changed in each version of the FieldKo Atlas app.

Choose what you’re seeing. Don’t log out, uninstall, or reset sync first: that can delete work that hasn’t synced.

Follow your first day, stop by stop, from installing the FieldKo Atlas app to your first sync.

Stop 1Install the appiPhone, iPad, or Android, and the permissions it asks for.

Stop 2Log in and set upUse your Salesforce username, then wait for the first download.

Stop 3Plan visits on the calendarSee today’s visits, and add or move one inside your call cycle.

Stop 4Check in and complete a visitCheck in at the store, do your tasks, and check out.

Stop 5Sync your dataUpload your work and photos, and get the latest records.

Get the FieldKo Atlas app

For iPhone, iPad, and Android. See Install the FieldKo Atlas App.

Still need help?

Email us with your Salesforce username, device model, app version, and the exact message you saw.