The Two Packages
Install the FieldKo package first. The FieldKo Native package depends on it. See Install and Set Up FieldKo.
How Configuration Reaches Devices
Different kinds of changes reach reps’ devices at different times. In words: custom settings, custom metadata, and records reach the app on any sync. Custom labels and translations reach it on a manual Sync or Reset Sync. Changes to objects, fields, layouts, and record types reach it only after you run the Metadata Collector and reps run Reset Sync. The following table gives the details.Language and Labels
The app shows text in each user’s Salesforce language (the Language field on their user record). The app gets its text from these sources:- Custom labels in both FieldKo packages, including your Translation Workbench translations
- Object, field, picklist, record type, and quick action labels from Salesforce, in the user’s language
- Defaults built into the app
- Override the matching custom label, or add a translation.
- Ask reps to tap Sync on the Sync screen. Labels reach the device only on a manual sync, a Reset Sync, or first login.
Set the Calendar and Map Language
The calendars on FieldKo’s Salesforce pages, such as Visit Calendar, Visit Planner, and Clone Visits, use the language in the Language Support custom setting, not the user’s Salesforce language. This setting doesn’t affect the FieldKo Atlas app, which follows each user’s Salesforce language. Language Support is a hierarchy custom setting. You can set it for the whole org, for a profile, or for a user, and the most specific value wins.
To set the language, follow these steps:
- From Setup, in the Quick Find box, enter
Custom Settings, and then select Custom Settings. - Next to Language Support, click Manage.
- Choose the level:
- Whole org: In the default organization level section, click Edit, or New if there’s no default yet.
- A profile or user: Click New, and then select the profile or user in Location.
- Enter the Calendar and Map language codes.
- Click Save.
Where to Go Next
Install and Set Up FieldKo
Packages, permission sets, connected app, Google Maps, and scheduled jobs.
Control What Syncs to the App
Which records sync to each rep, and how to add objects.
Set Up Visits and Tasks
Call cycles, task types, and visit templates.
Configuration Reference
Every setting the app reads.