FieldKo uses Accounts to represent the companies or individuals you work with and visit, storing core details (name, address, etc.) alongside their physical location (geolocation). This enables features like distance checks—FieldKo can calculate how far a user is from an Account when they complete an audit, ensuring field activity happens at the intended location. You can also customise the Account page to show only the fields relevant to your team.
Configuring Account Details
Navigate to an Account record.
Click the Setup (gear) icon and choose Object Manager → Account → Page Layouts.
Edit the layout to add, remove or reorder fields and related lists so that only pertinent information appears on the Account page.
Save your layout changes.
Account Teams
Account Teams let multiple users (beyond the Account Owner) plan Visits and use all FieldKo functionality (Visit Calendar, Visit Planner, Recurring Visits) on an Account.
To add Account Team members:
Open the desired Account record.
Scroll to the Account Team related list and click Add.
On the New Account Team Member page:
User: Click the lookup icon and select a Salesforce user.
Account Access: Choose the level of access (default is Read Only).
Team Role: Pick a role that describes their function (e.g. Field Rep).
Repeat to add additional team members.
Click Save.
Now any team member can create and view Visits for that Account.
Account Sets
Account Sets are reusable groups of Accounts you can target in bulk for Field Campaigns or Recurring Visits.
To create an Account Set:
Click the Account Sets tab.
Click New.
In Account Set Name, enter a unique name.
Define your filter criteria (e.g. Region = North) and click Go.
Tick the checkboxes beside the Accounts you want to include.
Click Save.
You can then select this Account Set when planning campaigns or recurring visits.
Transferring Account Ownership
When an Account changes hands, you can transfer it and key related data in one go:
Open the Account record.
Next to the Owner field, click Change.
In the popup, choose the New Owner and click Save.
By default, this process will:
Share the latest ranging record with the new owner.
Share any Orders from the last month.
Transfer all Not Started Visits to the new owner.
Tip: Admins can adjust what data gets transferred by going to Setup > Custom Settings > Transfer Account Data Configuration > Manage and enabling or disabling month-old Orders and ‘Not Started’ Visits.
With these tools—Accounts with geolocation, Account Teams, Account Sets, and ownership transfer—you can efficiently manage customer records and ensure your field teams always work with the right data.