User Permissions Needed
1. Plan
- Understand what the FieldKo packages add to Salesforce and how the FieldKo Atlas app fits in. See FieldKo on the Lightning Platform and FieldKo for Admins.
- Confirm the licensing model and which license each user needs. See How FieldKo Licensing Works.
- Agree the store segments, visit frequency, and call cycles. See Segment Stores and Set Visit Frequency.
- Agree what reps record on each visit, and how you’ll report on it. See Define Your Perfect Store and Design Surveys and Tasks for Reporting.
- Identify anything the customer needs that isn’t standard FieldKo, and discuss it with FieldKo. See Extend FieldKo Safely.
- Plan the pilot and its gates. See Run a 90-Day Retail Execution Pilot and FieldKo’s 90-Day Improvement Plan template.
2. Prepare a Sandbox
- Build and test in a sandbox before production. See Manage Releases: Sandboxes, Deployments, and Package Upgrades.
3. Install and Configure
- Install both packages and complete setup in the order the guide gives. See Install and Set Up FieldKo.
- Decide which objects, fields, and records sync to reps’ devices, and run the Metadata Collector. See Control What Syncs to the App.
- Set up call cycles, task types, visit templates, and visit types. See Set Up Call Cycles, Tasks, and Visit Templates.
- Build questions and surveys. See Build Surveys.
- Set up products, price books, and ranging, if reps order or record ranging. See Set Up Products, Ordering, and Ranging.
- Set up turn-in orders, if the customer sends orders to a wholesaler. See Set Up Turn-In Orders.
- Review the custom settings and custom metadata that affect the app. See Configuration Reference.
4. Set Up Users and Access
- Choose the license, profile, permission sets, and role for each type of user. See Recommended Access by Role.
- Choose org-wide defaults and sharing. See Security Model and Sharing.
- Choose how managers see their reps. See Set Up Manager Visibility.
- Set up login and session policies for reps who work offline. See Login and Security.
5. Load Data
- Load stores, products, price books, ranging, call cycles, and visits in the right order. See Import and Update Data.
- Check data quality before go-live. See Keep Data Clean and FieldKo’s Store, Product, and Campaign Data Readiness checklist.
- Plan for data volume and storage. See Plan for Data Volume, Storage, and Retention and Storage and API Allowances. API stands for application programming interface.
6. Customize, Automate, and Integrate
- Add fields and picklists reps need in the app. See Add Fields and Picklists to the Mobile App.
- Write validation rules and automation that don’t block reps’ syncs. See Record Types and Validation Rules and Design Automation for FieldKo.
- Connect other systems through an integration user. See Integrate FieldKo with Other Systems and API and Platform Limits.
- Set up report folders, report types, and dashboards. See Report Folders, Sharing, and Custom Report Types and Dashboard Running Users and Reporting Snapshots.
7. Test with Pilot Reps
- Set up test reps. See Add a New Rep.
- Run end-to-end tests on real devices: plan a visit, complete it in the app, sync, and check the results in Salesforce and in reports. See Test New Versions of the App and Launch a New Survey or Field Campaign.
- Check each pilot rep’s syncs. See Diagnose Rep Issues.
8. Go Live
- Deploy your changes to production, following the same order. See Manage Releases: Sandboxes, Deployments, and Package Upgrades.
- Add every rep and manager. See Add a New Rep.
- Send reps the app and their first-day guide. See Send Reps the App and Your First Day with FieldKo Atlas.
- Walk managers through their first week. See Plan Your Team’s First Week.
9. Hand Over
- Show the customer’s admins the day-to-day tasks: Add a New Rep, Move a Rep to a New Territory, Add a New Store, Add a New Product or Range, and Remove a Rep’s Access.
- Show admins and managers where to start when something goes wrong. See Common Questions: Troubleshoot by Symptom.