Export FieldKo Data and Photos

FieldKo stores its data in Salesforce objects, so you export it with standard Salesforce tools, the same way you export any other Salesforce data. Use this page to find which objects hold visits, survey answers, orders, and photos, and to choose an export method.

User Permissions Needed

To do this	You need
Export data with the Data Export service	Weekly Data Export permission
Export data with Data Loader	API Enabled permission, and read access to the objects you export
Build reports on FieldKo objects	Create and Customize Reports permission, and read access to the objects

Where FieldKo Stores Data

The following table lists the objects that hold the data reps and managers create. Export the objects you need, and keep their record IDs so you can join related records.

Data	Object	Notes
Visits	Visit	Account and Call Cycle link each visit to its account and call cycle.
Tasks	Task	Visit links each task to its visit.
Survey responses	Task Survey	One record per survey a rep completes on a task. Survey links to the survey.
Survey answers	Task Survey Answer	One record per answer. Key fields: Answer, Question Definition (the question), Score Obtained, Out of Score, and Task Survey.
Surveys and questions	Survey, Question, and Survey Question	Survey Question links each question to the surveys that use it.
Call cycles	Call Cycle	One record per planning period for each rep.
Orders	FieldKo Order and FieldKo Order Line Item	Each line item belongs to an order. Visit links an order to its visit.
Core ranging	Ranging and Ranging Line Item
Notes and follow-ups	Visit Note and Next Visit ToDo’s
Attendance	Attendance	One record per rep per day.
Incidents	Incident
Pack-outs	Pack Out
Sync logs	Sync Detail	FieldKo deletes older records automatically. See Sync Details.

Data Loader and other export tools list objects and fields by API name; you can match them to these names in Setup > Object Manager.

Where Photos Are Stored

Photos that reps take in the app are stored on the record they belong to, such as a survey answer, visit, account, incident, or pack-out. The format depends on Enable File in the File Configurations custom setting. See Photos and Files.

Enable File	Where Photos Are Stored
Off	As attachments, with the record as the parent
On	As Salesforce Files, linked to the record

For survey answers, FieldKo also records where the photos are:

Attachment URL links to one of the answer’s photos.
When an answer has more than one photo, Attachment Ids or File Ids lists their IDs, separated by commas.

When Enable File is on, you can also link survey answer photos to the visit or account. Turn on Link Answer Photo to Visit or Link Answer Photo to Account in File Configurations. The photos then appear on those records too.

Export Your Data

Choose the export method that fits what you need. As a minimum backup, schedule a regular export with the Data Export service.

Method	Use It To	Learn More
Data Export service	Export all your org’s data, including FieldKo objects, as CSV files, on demand or on a schedule. From Setup, in the Quick Find box, enter `Data Export`, and then select Data Export. To include photos, select the options to include attachments and Salesforce Files.	Export Backup Data from Salesforce in Salesforce Help
Data Loader	Export selected objects and fields, filtered with a query, for example the survey answers from one quarter.	Data Loader Guide
Reports	Analyze FieldKo data in Salesforce on an ongoing basis, and export report results.	Track Your Team’s Performance

To analyze FieldKo data in your reporting tool, connect the tool to Salesforce with its standard Salesforce connector, and then select the FieldKo objects in the previous table.

Exports contain customer data and photos. Store and delete export files according to your company’s data-handling policy.

Get Started

Configure FieldKo

Reference

Troubleshoot

Salesforce Platform

Export FieldKo Data and Photos

User Permissions Needed

Where FieldKo Stores Data

Where Photos Are Stored

Export Your Data

See Also

​User Permissions Needed

​Where FieldKo Stores Data

​Where Photos Are Stored

​Export Your Data

​See Also

User Permissions Needed

Where FieldKo Stores Data

Where Photos Are Stored

Export Your Data

See Also