> ## Documentation Index
> Fetch the complete documentation index at: https://support.fieldko.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Implementation Checklist

> Plan a FieldKo rollout in the right order, from sandbox install and data import to configuration, pilot testing, and go-live, with links to each guide.

Use this checklist to plan a FieldKo implementation from start to go-live. It's written for implementation partners and the admins they work with. Each step links to the guide that explains it. Work through the guides in this order, and use each guide's **To confirm** checks before you move on.

## User Permissions Needed

| To do this | You need |
| - | - |
| Install packages and change setup | System Administrator, or equivalent admin access in the org |
| Configure FieldKo | **FieldKo Manager Permission Set** and **FieldKo Native Permission Set** |

## 1. Plan

* [ ] Understand what the FieldKo packages add to Salesforce and how the FieldKo Atlas app fits in. See [FieldKo on the Lightning Platform](https://support.fieldko.com/platform/overview.md) and [FieldKo for Admins](https://support.fieldko.com/admin/overview.md).
* [ ] Confirm the licensing model and which license each user needs. See [How FieldKo Licensing Works](https://support.fieldko.com/platform/licenses.md).
* [ ] Agree the store segments, visit frequency, and call cycles. See [Segment Stores and Set Visit Frequency](https://support.fieldko.com/retail-execution/coverage-and-call-cycles.md).
* [ ] Agree what reps record on each visit, and how you'll report on it. See [Define Your Perfect Store](https://support.fieldko.com/retail-execution/perfect-store.md) and [Design Surveys and Tasks for Reporting](https://support.fieldko.com/platform/customize/design-surveys-for-reporting.md).
* [ ] Identify anything the customer needs that isn't standard FieldKo, and discuss it with FieldKo. See [Extend FieldKo Safely](https://support.fieldko.com/platform/customize/extend-safely.md).
* [ ] Plan the pilot and its gates. See [Run a 90-Day Retail Execution Pilot](https://support.fieldko.com/retail-execution/90-day-pilot.md) and FieldKo's [90-Day Improvement Plan](https://fieldko.com/best-practices/toolkits/ninety-day-programme-plan/) template.

## 2. Prepare a Sandbox

* [ ] Build and test in a sandbox before production. See [Manage Releases: Sandboxes, Deployments, and Package Upgrades](https://support.fieldko.com/platform/data/releases.md).

## 3. Install and Configure

* [ ] Install both packages and complete setup in the order the guide gives. See [Install and Set Up FieldKo](https://support.fieldko.com/admin/installation.md).
* [ ] Decide which objects, fields, and records sync to reps' devices, and run the Metadata Collector. See [Control What Syncs to the App](https://support.fieldko.com/admin/offline-data.md).
* [ ] Set up call cycles, task types, visit templates, and visit types. See [Set Up Call Cycles, Tasks, and Visit Templates](https://support.fieldko.com/admin/call-cycles-and-visits.md).
* [ ] Build questions and surveys. See [Build Surveys](https://support.fieldko.com/admin/surveys.md).
* [ ] Set up products, price books, and ranging, if reps order or record ranging. See [Set Up Products, Ordering, and Ranging](https://support.fieldko.com/admin/products-ordering-ranging.md).
* [ ] Set up turn-in orders, if the customer sends orders to a wholesaler. See [Set Up Turn-In Orders](https://support.fieldko.com/admin/turn-in-orders/set-up.md).
* [ ] Review the custom settings and custom metadata that affect the app. See [Configuration Reference](https://support.fieldko.com/admin/configuration-reference.md).

## 4. Set Up Users and Access

* [ ] Choose the license, profile, permission sets, and role for each type of user. See [Recommended Access by Role](https://support.fieldko.com/platform/access/recommended-access.md).
* [ ] Choose org-wide defaults and sharing. See [Security Model and Sharing](https://support.fieldko.com/platform/access/security-model.md).
* [ ] Choose how managers see their reps. See [Set Up Manager Visibility](https://support.fieldko.com/platform/access/manager-visibility.md).
* [ ] Set up login and session policies for reps who work offline. See [Login and Security](https://support.fieldko.com/platform/access/login-security.md).

## 5. Load Data

* [ ] Load stores, products, price books, ranging, call cycles, and visits in the right order. See [Import and Update Data](https://support.fieldko.com/platform/data/import.md).
* [ ] Check data quality before go-live. See [Keep Data Clean](https://support.fieldko.com/platform/data/data-quality.md) and FieldKo's [Store, Product, and Campaign Data Readiness](https://fieldko.com/best-practices/toolkits/master-data-readiness/) checklist.
* [ ] Plan for data volume and storage. See [Plan for Data Volume, Storage, and Retention](https://support.fieldko.com/platform/data/data-volume.md) and [Storage and API Allowances](https://support.fieldko.com/platform/licensing/storage-and-api.md). 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](https://support.fieldko.com/platform/customize/fields-in-the-app.md).
* [ ] Write validation rules and automation that don't block reps' syncs. See [Record Types and Validation Rules](https://support.fieldko.com/platform/customize/record-types-and-validation-rules.md) and [Design Automation for FieldKo](https://support.fieldko.com/platform/automate/design-automation.md).
* [ ] Connect other systems through an integration user. See [Integrate FieldKo with Other Systems](https://support.fieldko.com/platform/integrations/integrate.md) and [API and Platform Limits](https://support.fieldko.com/platform/integrations/limits.md).
* [ ] Set up report folders, report types, and dashboards. See [Report Folders, Sharing, and Custom Report Types](https://support.fieldko.com/platform/reports/folders-and-report-types.md) and [Dashboard Running Users and Reporting Snapshots](https://support.fieldko.com/platform/reports/dashboards-and-snapshots.md).

## 7. Test with Pilot Reps

* [ ] Set up test reps. See [Add a New Rep](https://support.fieldko.com/platform/day-to-day/add-a-rep.md).
* [ ] 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](https://support.fieldko.com/mobile-testing/test-new-versions.md) and [Launch a New Survey or Field Campaign](https://support.fieldko.com/platform/day-to-day/launch-survey-or-campaign.md).
* [ ] Check each pilot rep's syncs. See [Diagnose Rep Issues](https://support.fieldko.com/admin/support-diagnostics.md).

## 8. Go Live

* [ ] Deploy your changes to production, following the same order. See [Manage Releases: Sandboxes, Deployments, and Package Upgrades](https://support.fieldko.com/platform/data/releases.md).
* [ ] Add every rep and manager. See [Add a New Rep](https://support.fieldko.com/platform/day-to-day/add-a-rep.md).
* [ ] Send reps the app and their first-day guide. See [Send Reps the App](https://support.fieldko.com/admin/installation.md#send-reps-the-app) and [Your First Day with FieldKo Atlas](https://support.fieldko.com/getting-started/first-day.md).
* [ ] Walk managers through their first week. See [Plan Your Team's First Week](https://support.fieldko.com/managers/first-week.md).

## 9. Hand Over

* [ ] Show the customer's admins the day-to-day tasks: [Add a New Rep](https://support.fieldko.com/platform/day-to-day/add-a-rep.md), [Move a Rep to a New Territory](https://support.fieldko.com/platform/day-to-day/move-a-rep.md), [Add a New Store](https://support.fieldko.com/platform/day-to-day/add-a-store.md), [Add a New Product or Range](https://support.fieldko.com/platform/day-to-day/add-a-product.md), and [Remove a Rep's Access](https://support.fieldko.com/platform/day-to-day/remove-a-rep.md).
* [ ] Show admins and managers where to start when something goes wrong. See [Common Questions: Troubleshoot by Symptom](https://support.fieldko.com/troubleshooting/common-questions.md).

## See Also

* [Install and Set Up FieldKo](https://support.fieldko.com/admin/installation.md)
* [FieldKo for Admins](https://support.fieldko.com/admin/overview.md)
* [Common Questions: Troubleshoot by Symptom](https://support.fieldko.com/troubleshooting/common-questions.md)


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