NewFieldKo Atlas 1.0.70: route planning, recurring visits, and survey drafts →
How can we help?
Step-by-step help for reps, managers, and admins.
Choose your role
Field Reps
Use the FieldKo Atlas app on visits, online or offline. Start with your first day, then learn to check in, complete tasks, and sync.
Managers
Plan visits, run field campaigns, and track your team’s work in Salesforce.
Admins
Install, configure, and support FieldKo in your Salesforce org.
Get the FieldKo Atlas App
Download the app for iPhone, iPad, or Android, and then log in with your Salesforce username.
Install the FieldKo Atlas App · device requirements and permissions
Popular tasks
Your First Day
Follow a guided walkthrough of your first day with the app.
Check In and Complete a Visit
Check in, complete your tasks, and check out.
Sync Your Data
Upload your changes and photos, and get the latest records.
Place an Order
Create an order for a store during a visit.
Plan Visits in Salesforce
Schedule, repeat, and clone visits for your team.
Install and Set Up FieldKo
Install the packages and get your org ready for reps.
New to FieldKo? Start with Key Concepts to learn the terms you’ll see across these docs, such as visits, call cycles, and sync.
Testing a new version before it’s released? See Test New Versions of the App. For what’s changed, see the release notes.