Introducing FieldKo
FieldKo is a field execution and compliance platform that helps companies execute and manage field activities at scale. In simple terms, FieldKo provides a single, integrated solution for teams who work in the field (e.g. retail merchandisers, sales reps, field auditors) to plan their visits, perform tasks and surveys in stores, capture data (such as photos and notes), and report results in real time.
It is an end-to-end application built natively on the Salesforce Lightning Platform, meaning it runs entirely within the Salesforce ecosystem and leverages Salesforce’s robust features for security, customisation, and scalability. FieldKo combines a web experience for managers and admins with a mobile app (which supports full offline capability) for field users, ensuring critical field work can be done anytime and anywhere.
As a Salesforce-native application, FieldKo inherits enterprise-grade qualities out-of-the-box. Salesforce’s trusted cloud infrastructure provides FieldKo with high availability, proven 99.9%+ uptime, data redundancy, and top-notch security. In fact, FieldKo’s founders highlight that being built on Salesforce makes the solution “enterprise ready,” with Salesforce providing the security, uptime, and reliability to support thousands of users from day one. This means organisations using FieldKo don’t have to worry about the underlying tech scalability – they can start with a small team and grow to hundreds or thousands of field users (as some FieldKo clients have) without performance issues.
Moreover, all data captured through FieldKo lives in a Salesforce database, benefitting from Salesforce’s multi-tenant cloud architecture and trust model (including regular backups and disaster recovery measures). FieldKo also leverages Salesforce’s rigorous authentication, user permission, and sharing models to ensure that each user sees only the data they should, which is critical for field teams spread across regions or business units.
Field Execution on a Single Platform
FieldKo’s core value is that it replaces fragmented tools and manual processes with one unified platform. Many companies today struggle with field data spread across spreadsheets, emails, messaging apps (for example, sharing photos via WhatsApp), and separate time-tracking systems. FieldKo addresses this by providing a centralised system where all fieldwork is planned, executed, and tracked centrally. For example, a field rep’s daily store visits can be scheduled in FieldKo’s calendar; their tasks (like completing a merchandising checklist or a promotional compliance survey) are assigned within FieldKo; and any data they collect (photos, survey responses, notes) is instantly recorded back to Salesforce for reporting. By bringing these activities onto one platform, FieldKo ensures nothing falls through the cracks and managers have real-time visibility into field operations.
Key features of FieldKo
Visit Planning & Routing: Plan which customer sites or stores to visit, with smart route optimisation to save travel time (using Google Maps integration). FieldKo’s visit planning interface allows managers or reps to create schedules (call cycles) and even set up recurring visits for periodic checks.
Task and Survey Management: Configure checklists, forms, and surveys (e.g. store audit checklists, compliance scorecards) and assign them to visits. FieldKo supports various question types (picklist, number, photo, signature, etc.) to capture all kinds of field data. These tasks and surveys are the cornerstone of guiding field reps on what to do at each location.
Mobile App with Offline Capability: FieldKo’s mobile application (for phones/tablets) empowers field users to carry out their work even with no internet connection. Offline capability is a critical requirement for field operations, and FieldKo provides a fully offline-capable app where reps can view their schedule, complete surveys/tasks, and sync data later when connectivity is available. This ensures productivity in remote areas or thick-walled stores.
Real-Time Data Capture (Photos, GPS, etc.): Field users can capture photos of store displays, record GPS location, timestamps, and even scan barcodes or capture signatures as needed. FieldKo automatically logs key events like check-in/check-out time and location for visits (attendance tracking) without manual input. These rich data points give managers confidence in the integrity of field reporting.
Analytics & Reporting: Because all field data goes into Salesforce, managers can use Salesforce’s reporting and dashboard tools to get instant insights. FieldKo leverages Salesforce Reports and Dashboards to track every metric – from completion rates of tasks to survey scores to sales impact – all in one place. Additionally, data can be exported or fed into external BI tools like Power BI if desired.
Integration and Extensibility: FieldKo can seamlessly integrate with other systems and data sources. For instance, companies can pull in sales data from ERP systems or distributor databases so that field reps have context like sales numbers or inventory levels for each store. Likewise, external data (e.g. product catalog updates, customer lists) can be fed into FieldKo via Salesforce APIs or even automated email services. Being on Salesforce also means FieldKo can be extended with Salesforce Flows, Apex code, or AppExchange apps to cover additional needs (such as custom approval workflows or integration with Salesforce’s CRM objects).
Experience Cloud Portal (External Collaboration): FieldKo leverages Salesforce Experience Cloud to offer secure portals for third parties. This means external partners (like distributors, franchisees, or contract merchandisers) can log in through a branded portal site to perform or view specific field activities. Salesforce Experience Cloud allows creating these branded digital experiences (portals/communities) to collaborate with people outside your internal team. In FieldKo’s context, a company could, for example, let a third-party merchandising agency access tasks for stores they manage, all through a FieldKo portal with the appropriate data visibility.
Overall, FieldKo can be thought of as a ready-to-use field operations app that is tightly knit into the Salesforce universe. It provides the functional depth needed for field execution (visit scheduling, task management, data capture, etc.) while also taking full advantage of the Salesforce platform’s strengths – like configuration flexibility, enterprise security, and scalability. FieldKo is delivered as a managed solution (available via Salesforce AppExchange or as an OEM Salesforce app), which means your Salesforce administrators can manage it similar to other Salesforce apps, and even tailor it with clicks or code as needed. This combination of specialised field execution features with Salesforce’s platform capabilities is what makes FieldKo unique.
In summary, FieldKo is the answer for organisations (particularly those in consumer goods, retail, or any business with field teams) that need to empower their field staff with technology, ensure compliance and consistency in execution, and harness field data in real time. It provides a single source of truth for field activities, eliminating the need for spreadsheets, disparate mobile apps, or manual reporting, all while being built on the reliable foundation of Salesforce.