FieldKo

How to create and assign visits using FieldKo on Salesforce

Creating Visits

Set up repeat visit schedules with Salesforce automation

Recurring Visits

Create reusable visit templates for teams to execute

Visit Templates

Bulk-schedule FieldKo Visits over a date range using filters, account sets, and visit templates

Field Campaigns

Manage Accounts in FieldKo: geolocation, Account Teams, reusable Account Sets, and seamless ownership transfers

Account Management

Create, configure and manage FieldKo Questions—text, photo, picklist & more. Includes best practices, dependent logic, cloning and reporting

FieldKo Questions

Create and manage FieldKo Surveys: reuse questions, collect time- and location-stamped responses, and analyse results

FieldKo Surveys

Plan, assign and track store visits with full audit history

Visit Management

Create a custom design with text, images, and links

Privacy

About FieldKo

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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