Before You Begin
Make sure you have:- An iPhone or iPad with iOS 17 or later, or an Android phone or tablet with Android 12 or later
- The install invitation for the app
- Your Salesforce username and password, and your company’s login URL if it uses one (ask your admin)
- A strong Wi-Fi connection for setup
Get Set Up
1
Install the App
Install FieldKo Atlas from the invitation. See Install the FieldKo Atlas App.
2
Log In and Download Your Data
Open the app and log in with your Salesforce account. The app then downloads your accounts, visits, and products so you can work offline. Stay on Wi-Fi and keep the app open until it finishes. When the app asks Download Images?, tap Yes. See Log In and Set Up the App.
3
Check Your Settings
In the side menu, tap Settings. Check Max Photo Size, Visit Reminders, and Preferred Maps App. See Personalize Your Settings.
Plan Your Day
1
Review Today's Visits
The My Visits home screen lists Today’s Visits, with each visit’s account, time, and task count. See Find Your Way Around the App.
2
Plan Your Route
Optional: In the side menu, tap Visit Map to see today’s visits on a map and get a suggested route. See Plan Your Route on the Map.
3
Sync Before You Leave
In the side menu, tap Sync, and then tap Sync. This brings in any visits your manager added since you logged in. See Sync Your Data.
Don’t see any visits? You might not have an active call cycle yet. Ask your manager to check. See Why Some Records Aren’t on Your Device.
Complete Your First Visit
You don’t need a connection at the store. The app saves everything on your device until you sync.1
Check In
When you arrive, tap the visit, and then tap Check In. If the app asks for your location, allow it. See Check In.
2
Work Through Your Tasks
On the visit, tap each task. Tap Complete for simple tasks, Start Survey for surveys, or the task’s action, such as Place Order. If you can’t do a task, tap Can’t Do and choose a reason. See Complete a Survey.
3
Check Out
When you’re finished, tap Check Out. The visit changes to Completed. See Check Out.
Finish Your Day
1
Sync Your Work and Photos
Connect to Wi-Fi if you can. In the side menu, tap Sync, turn on Sync Images, and then tap Sync. Stay on the screen until you see “Sync completed successfully”.
2
Check Nothing Is Left Behind
Under Pending Changes, check that Total Records and Total Images both show 0. If they don’t, see Fix Sync Errors.
What You Learned
- Your daily routine is: sync, visit (check in, tasks, check out), sync again.
- The app works offline. Your work reaches Salesforce only when you sync.
- Pending Changes shows what’s still on your device. Aim for 0 at the end of every day.