FieldKo’s biggest strength is that it is 100% native to the Salesforce platform. This “Salesforce-native” design brings a multitude of benefits in terms of security, integration, customisation, and scalability. In this section, we will explore the advantages FieldKo gains by being built on Salesforce, and why those matter to admins, end users, and IT stakeholders.
Enterprise-Grade Security Model
Salesforce is renowned for its robust security and access control framework, and FieldKo inherits this fully. All data captured via FieldKo (visits, surveys, etc.) resides in your Salesforce org, protected by the same security mechanisms as your CRM data. This includes:
User Authentication: Users log in via Salesforce (or your SSO if you have SAML/OAuth configured). There’s no separate login for FieldKo; it respects your organisation’s authentication policies (MFA, SSO, etc.). This reduces the risk of weak credentials and simplifies user access – one login for everything.
Profiles and Permission Sets: FieldKo comes with its own set of Salesforce objects and possibly permission sets that grant access to them. You can control who can do what in FieldKo using the familiar Salesforce Profile/Permission Set model. For example, you might have a “Field Rep” profile that can edit Visits and submit survey results, and a “Field Manager” profile that can also run reports and plan visits. Because FieldKo uses native objects, you can apply field-level security, object permissions, and more, just like any Salesforce object.
Role Hierarchy and Sharing: FieldKo data (like Visit records) can leverage Salesforce’s record-sharing rules. Perhaps you want field reps to only see their own visits, managers to see their team’s, etc. You can implement that through role hierarchy or criteria-based sharing rules. In fact, FieldKo’s design already supports built-in security and sharing rules so that in a team of 1,000, different teams see only their relevant data. This was flagged as something FieldKo supports out-of-the-box, meaning they have structured the objects to work with Salesforce sharing nicely (e.g., likely linking visits to owner or region fields that drive sharing). This level of granular access control would be hard to build so thoroughly outside of Salesforce.
Auditing and Compliance: All the platform features like Field History Tracking, Event Monitoring (Shield), and Login History apply to FieldKo. If you need to know who changed a record or need audit logs, Salesforce provides that. Additionally, if your org uses Salesforce Shield Encryption for PII or sensitive data, FieldKo data can be encrypted at rest just like standard objects, because it lives on the platform. Essentially, FieldKo can comply with enterprise security and data privacy requirements (GDPR, etc.) as Salesforce does, since it’s not a separate silo.
Salesforce’s security model has been tested by tens of thousands of companies, including highly regulated ones. By using FieldKo, you implicitly rely on this model rather than a potentially less secure proprietary system. Also, Salesforce has numerous certifications (ISO 27001, SOC 2, etc.) – any data in FieldKo automatically benefits from those, potentially simplifying your compliance reporting.
Reliable Performance and Scalability
Salesforce’s infrastructure ensures that a solution like FieldKo can scale to large data volumes and user counts without special effort from your side. Salesforce, as the #1 enterprise cloud platform, touts a proven 99.9% uptime record and a “Trust” framework where high availability is a core value. For FieldKo users, this means the application will be up and running when you need it, and able to handle growth:
High Availability: Salesforce’s multi-tenant cloud has redundant data centres, automatic failover, and robust disaster recovery. If one data centre has an issue, your FieldKo org can failover to another (Salesforce performs “site switches” for resilience). You do not have to architect any of this – it’s built-in. So FieldKo users experience very minimal downtime (mostly during Salesforce’s scheduled maintenance windows, which are infrequent). Knowing that Salesforce is built for enterprise scale (“Salesforce was built to handle moments like this... Trust has been our number one value”) gives confidence that FieldKo won’t crash or slow down unexpectedly in peak times.
Performance Tuning by Salesforce: Salesforce constantly invests in performance (e.g., query optimisations, infrastructure upgrades). FieldKo automatically benefits from these. If Salesforce makes Lightning pages faster or improves mobile network efficiency, FieldKo’s UI and sync get faster without FieldKo-specific changes. Also, Salesforce can handle large records and complex reports; FieldKo data can scale into the millions of records if needed, and you can use things like indexing, skinny tables etc., with Salesforce support if extreme scale occurs. The FieldKo RFP describes the platform as “secure, high performance cloud computing service that allows FieldKo to operate at scale” – highlighting that scale is not an afterthought.
Scalability in Multi-Tenancy: FieldKo being an OEM means your org is logically separate but on a shared infrastructure. Salesforce’s multi-tenant architecture ensures that heavy usage by one customer doesn’t degrade others, via governance limits and robust resource management. FieldKo, by complying with platform best practices, works within these limits. For instance, if FieldKo needs to run a batch job (say to send reminders for upcoming visits), it uses Salesforce batch jobs subject to limits – this ensures that even such operations won’t bog down the system unpredictably. As an admin, you can monitor FieldKo’s usage via Salesforce’s standard tools (like the Apex Jobs page, API usage, etc.). There’s transparency and control that you wouldn’t have if it were a black-box service.
Upgrades and New Features at Scale: When Salesforce rolls out new capabilities (like a new Lightning Mobile feature or an API improvement), FieldKo can leverage them, often without you doing anything. For example, if Salesforce enhances the mobile offline capabilities or introduces a faster way to load records, FieldKo, being native, can incorporate that improvement. Over time, Salesforce’s platform improvements effectively future-proof FieldKo. The app can scale not just in size but in tech enhancements (AI, integration capabilities, etc. as Salesforce adds them).
The net benefit is you get a scalable, dependable system. Many stand-alone field solutions might struggle with syncing lots of data or concurrent logins if not designed well; by building on Salesforce, FieldKo offloads those concerns to a world-class cloud platform.
Seamless Integration within Salesforce Ecosystem
Because FieldKo lives in the same org as your other Salesforce data, it can integrate with your CRM and other Salesforce apps seamlessly. You can think of FieldKo as adding modules to your existing Salesforce “Customer 360” rather than being an external system. This has several implications:
Unified Data Model: FieldKo likely introduces custom objects for its functionality (Visits, Survey Responses, etc.), but these can be related to standard objects like Account, Contact, Case, etc. For instance, a “Visit” record will link to an Account (the store), so you can easily see on an Account record a related list of FieldKo visits. This unified model means your sales team and field team are literally on the same system, looking at the same accounts. There’s no need for duplicate account lists or reconciliation between systems. FieldKo end-users can have 360-degree information: e.g., before a store visit, a rep using FieldKo can pull up that Account in Salesforce and see open Opportunities or recent service Cases if you allow it. Conversely, a salesperson on Salesforce can see field visit notes entered via FieldKo, which can inform their strategy. This data sharing is native and instant – no APIs or sync jobs needed.
Use of Salesforce Standard Features: FieldKo records can leverage things like Salesforce Chatter for collaboration (a manager could tag a rep in a Chatter post on a Visit record to ask a question about it), or Approvals (maybe an approval process if a visit finds a critical issue, it triggers an approval for a credit or something). FieldKo also uses Salesforce Flow to automate processes. This is a huge benefit: an admin who knows Salesforce can easily extend FieldKo with clicks. Need an email alert when a survey answer meets certain criteria? You can create a Record-Triggered Flow on the Survey Response object – done. If FieldKo were not native, you might have to rely on vendor-provided automation or none at all.
API and Integration Access: All FieldKo objects are accessible via the Salesforce APIs (REST, SOAP, etc.). The RFP mentions data can be sent into Salesforce/FieldKo through APIs and then made available to users. This means if you want to integrate with external systems (ERP, HR system, etc.), you can use the robust Salesforce API ecosystem. For example, to integrate with an ERP, you might use Salesforce MuleSoft or an ETL tool to push data into FieldKo’s objects. Since those are Salesforce objects, there’s no additional security layer or complexity – the data goes right into the org. Similarly, you can extract FieldKo data via API to feed into a data warehouse or external reporting system. Essentially, FieldKo data is first-class citizen data in your enterprise architecture. Salesforce’s well-documented APIs and plethora of integration tools (like Middleware, connectors, etc.) make connecting FieldKo to anything relatively straightforward.
AppExchange and Extensions: Salesforce’s ecosystem includes many AppExchange apps and components. Because FieldKo is on Salesforce, you can install other apps alongside it without conflict (assuming they don’t overlap object names or something, which is managed by namespace in managed packages anyway). For example, you might install a mapping visualization app from AppExchange to get additional map analytics for FieldKo data, or a contracts management app that, say, triggers certain field tasks. FieldKo itself might integrate with other Salesforce modules – say, integrate with Einstein Analytics (Tableau CRM) for advanced dashboards, or with Field Service Lightning if you also do technical service visits. If you had an entirely separate field system, it might be much harder to mash up data from multiple sources. On Salesforce, combining data from FieldKo and other sources is often as easy as a formula field or a custom report type. The RFP solution summary notes leveraging “Salesforce Clouds and AppExchange Partners” to extend FieldKo. This indicates FieldKo is not an isolated product; it’s built to work with other Salesforce offerings, such as maybe Sales Cloud (for customer master data), Service Cloud or Experience Cloud (for external user support), or even industry clouds.
Customisation and Flexibility (No-Code/Low-Code)
Every business has some unique needs. Because FieldKo is on Salesforce, admins and developers can customise it extensively without breaking the product. Some key points:
Custom Fields and Objects: Need to track an extra piece of info on a Visit (say, a budget code or a weather condition)? Simply add a custom field to the Visit object in Salesforce. It will appear in FieldKo’s pages (likely their Lightning pages or mobile forms) or can be added if not. The FieldKo data model can be extended like any Salesforce data model. You can even create entirely new objects and relate them to FieldKo’s objects. Maybe you want a “Merchandising Campaign” object that ties together multiple visits and tasks – you can build that and connect it to FieldKo records. This ability to tailor the data schema is a huge plus over off-platform solutions that often only let you use predefined fields.
Page Layouts and Lightning Apps: You can adjust how FieldKo information is presented to users by changing Salesforce page layouts or creating custom Lightning record pages. You could incorporate FieldKo components, standard Salesforce components, or even custom Lightning Web Components on those pages. For example, on the Account page, you might add a chart component showing FieldKo visit frequency at that store. Or for mobile, you might configure Salesforce Mobile Navigation such that FieldKo pages are part of the navigation menu or you use quick actions to log a visit. Because FieldKo likely uses Lightning components for its UI, they can often be re-arranged or embedded elsewhere as needed.
Salesforce Flow & Automation: Already touched on, but worth emphasizing: an admin with Salesforce Flow skills can create automations on FieldKo objects just like any other. Want to auto-create a follow-up visit 30 days after one is completed? Easy with a time-based flow. Need to calculate a custom KPI (like “% of tasks completed on-time”) – use a Flow or Apex to calculate and store it on a record. This suggests that FieldKo encourages customers to utilize the platform’s no-code tools to extend the solution. This is in contrast to a scenario where if you want a new feature you have to ask the vendor or do heavy coding. Instead, many tweaks can be done by you.
Apex and Developer Tools: If something truly custom is needed that can’t be done with Flow, you can write Apex code in your org to extend FieldKo. For instance, integrate to an external API when a FieldKo record is saved – that can be done in a trigger or via a callout. Because it’s your Salesforce org, you have full freedom to develop within it. Salesforce provides a rich developer experience (with tools like VS Code, metadata API, etc.) to manage this. The FieldKo solution summary references being “Developer-Centric” with extensive dev tools for no-code and low-code. Essentially, FieldKo doesn’t put you in a box; if you have the skills or need to deeply customise, nothing in the platform stops you. This is a huge benefit for companies that foresee unique integration or logic needs – you can do virtually anything on the Salesforce platform, whereas many SaaS products outside Salesforce have very limited extension capabilities.
No Separate Infrastructure: Customising FieldKo doesn’t require separate servers or services. In the past, one might build an add-on tool and host it separately. Here, everything is in the Salesforce cloud. You also don’t need to worry about mobile app deployment – FieldKo’s mobile app (if it’s a hybrid or a part of Salesforce mobile) is handled through either the Salesforce app or a specific container that FieldKo provides. So even customising mobile screens is possible via FieldKo configuration rather than building a new app.
All this means FieldKo can be tailored to fit your business exactly, and as those needs change, you can adapt quickly. For example, if tomorrow the business says “we need to start capturing competitor price information in the survey,” an admin can add a field “Competitor Price” to the survey object and add it to the form – all within minutes.
Leverage of Salesforce Updates
Salesforce is heavily investing in new technologies like AI (Einstein, Generative AI), and being on the platform allows FieldKo to plug into those with minimal fuss. In fact, FieldKo is already showing examples of using Einstein GPT/Agentforce for things like analysing text or suggesting actions. A concrete scenario: Salesforce introduced Einstein Vision (image recognition) – FieldKo could integrate that to identify products in images. They actually have done something along those lines with open AI tech for photo analysis.
The Salesforce experience is unified: your users use Lightning Experience for desktop, and potentially the Salesforce Mobile app or a FieldKo branded mobile app for phone/tablet. The look and feel aligns with Salesforce’s design system. That lowers training needs – users familiar with one part of Salesforce will find FieldKo screens familiar.
Trust and Transparency
When using a native app like FieldKo, you have transparency into its workings. For instance, you can inspect the Apex classes (though in a managed package they might be hidden code, you still see any running processes), you can see background jobs it schedules, and logs of integration events. Salesforce’s Setup Audit Trail will record changes, so if an admin changes a FieldKo setting, it’s tracked. You can also use Salesforce’s debugging tools if an issue arises. This is different from a black-box SaaS where you have to file a support ticket and wait. Here, you and the FieldKo support can collaborate with full access to the org’s data and logs to quickly resolve issues.
Also, Salesforce’s Trust Site (trust.salesforce.com) shows status and performance of the Salesforce servers.
Salesforce Experience Cloud for External Users
FieldKo’s use of Experience Cloud (formerly Community Cloud) is a clear benefit for extending to external stakeholders. Salesforce Experience Cloud allows creation of branded portals where external users (partners, contractors, even end-customers) can interact with Salesforce data in a controlled way. FieldKo uses this to provide, for example, a third-party merchandiser portal. The benefit is that external users don’t need full Salesforce licenses; they can be given Experience Cloud access which is often cheaper and tailored. FieldKo can thus include your partners in the workflow without complex integrations or separate systems.
Because Experience Cloud uses the same data, an external partner could fill out a survey on a store visit via the portal, and it shows up in FieldKo instantly. You can manage those external accounts with Salesforce’s built-in community user management. This is far more efficient than if FieldKo were separate and had to send data between systems for partner input.
Summary of Native Benefits
Summarising the Salesforce-native benefits FieldKo brings:
Security & Compliance: FieldKo data is protected by Salesforce’s world-class security model (profiles, sharing, encryption) – meaning you can meet internal IT and audit requirements more easily.
Scalability & Reliability: FieldKo runs on Salesforce’s highly scalable infrastructure with 99.9%+ uptime and global availability. You leverage Salesforce’s investments in performance and resilience.
Integration & Data Unity: FieldKo seamlessly integrates with your Salesforce CRM data and any other Salesforce apps. No data silos – one platform houses everything, enabling 360° visibility and easier integration to external systems via Salesforce’s APIs.
Customisation: You have full power to customise FieldKo through clicks or code in Salesforce. This ensures the solution can flex to your unique needs without waiting on vendor changes.
Automation & Extensibility: Use Salesforce Flow, Apex, and AppExchange add-ons to extend FieldKo’s capabilities. You can automate processes around FieldKo data just like any other Salesforce data.
User Experience: Unified user experience for your employees – FieldKo is accessed through Salesforce’s interface (desktop and mobile). Training users on one system covers CRM and field execution together.
Upgrades & Innovation: Benefit from Salesforce’s continuous improvements (e.g., new AI features, Lightning UI enhancements). FieldKo can rapidly adopt new Salesforce features, keeping you on the cutting edge. (The FieldKo team specifically highlights using Salesforce’s new Agentforce AI solution as an example of leveraging platform innovation.)
Single Vendor Ecosystem: If you’re already a Salesforce customer, adding FieldKo means you continue to consolidate on Salesforce rather than introducing a new vendor with a new stack. This often simplifies vendor management and can reduce costs via unified licensing deals (FieldKo’s OEM licensing can be cost-effective as noted).
In essence, FieldKo being native is a win-win: you get the specialised functionality of Field Execution and the robustness of the Salesforce platform backing it. Many standalone field solutions might boast specific features, but they can’t match the enterprise-grade foundation Salesforce provides.
With FieldKo, you don’t have to compromise – you gain advanced field execution tools within the same secure, scalable environment you trust for your core business data. This alignment can significantly lower the total cost of ownership and risk compared to a non-native solution, while delivering a powerful experience for both users and admins.