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Use the account and record screens in the FieldKo Atlas app to look up the places you visit and keep their information up to date. These screens read from your device, so they work offline. The app uploads your changes at your next sync.

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Find an Account

Search the accounts on your device by name:
  1. In the side menu, tap Accounts.
    • Your company might call accounts something else, such as Stores or Outlets.
  2. In Search Accounts, enter part of the account name.
How much the app searches depends on how many characters you enter. The counter shows how many accounts match, for example 12 of 840 accounts.
Can’t find an account? Enter at least 3 characters. If it still doesn’t appear, it might not be assigned to you or might not have synced yet. Run a sync and try again.
Account cards show the name, industry, account number, grade, shipping address, phone, website, and type. Your admin can change which fields appear.

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View Account Details

Tap an account to open Account Details. The header shows the name and address. It also shows these quick actions when the account has the data:
  • Call
  • Email (the account’s email, or the account owner’s)
  • Website
  • Directions (opens your preferred maps app)
The screen has 2 tabs. On the Details tab, tap the action button to Edit, Delete, Show on Map, or Attach File. Each option appears only if you have permission. When you delete a record, the app marks it for deletion. FieldKo removes it from Salesforce at your next sync. Related lists show the records linked to an account, such as its orders:
  1. On the Related tab, tap a related list to see its records.
  2. Optional: To filter the list, enter any value in the search box.
Up to 100 records load per list. To add a related record, tap New. The app fills in the link back to the parent record for you. Some FieldKo records can’t be created here, such as tasks, surveys, visits, and pack-outs. Create those from a visit instead. Orders open the order screen. To be synced means the related record is on your device but hasn’t reached Salesforce yet.

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Create or Edit a Record

1

Open the Form

On a list, tap New. Or, on a record, tap Edit. If the object has several record types, choose one in Select Record Type.
2

Fill In the Fields

The form follows your Salesforce page layout, and required fields are marked.
  • A dependent picklist stays empty until you choose a value in its controlling field.
  • For lookups, enter at least 3 characters to search all synced records.
3

Tap Save

The app saves the record on your device and uploads it at your next sync.
If something stops you from saving:
  • If a field value isn’t valid: You see a message such as ” is required”, “Enter valid email address in ”, or “Enter shorter text (maximum N characters) in ”. Correct the field and save again.
  • If you see Discard Changes: You tapped Cancel after making changes. Tap Continue Editing to go back, or tap Discard to lose your changes.
  • If you see Read Only: Your Salesforce profile doesn’t let you create or edit that type of record. Ask your admin for access.
Some validation runs only in Salesforce. If a record breaks a validation rule, it saves on your device but fails at sync. See Fix Sync Errors.

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Attach a Photo or File

Before you attach a file, keep these limits in mind:
  • Files must be 5 MB or smaller. Larger files show “File too large”.
  • Executable files, such as .exe, .apk, .dmg, and .sh, are blocked. You see “Executable files cannot be attached.”
  • If Attach File is missing, your admin hasn’t turned on attachments for that object.
Follow these steps to attach a photo or file to a record:
  1. Open the record, and then tap Attach File.
    • On Account Details, this option is in the action button on the Details tab.
  2. Tap Camera, Photo Library (or Gallery), or Document.
Attachments go into the upload queue. They upload at your next sync with Sync Images turned on. See Sync Your Data.

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See Also

Last modified on October 19, 2026