Key Concepts

This page explains the terms used throughout these docs, for reps, managers, and admins. FieldKo helps field teams plan store visits, complete work in the store, and share the results with the office. It’s built on Salesforce, so everything your team records lands in your company’s Salesforce org.

How FieldKo Fits Together

FieldKo has two parts that share the same data:

Part	Who Uses It	What It’s For
FieldKo Atlas mobile app	Field reps, on a phone or tablet	Run your day: see your visits, check in, complete tasks and surveys, take photos, place orders. Works offline.
FieldKo in Salesforce	Managers and admins, on a computer	Plan visits for the team, build surveys and tasks, track results, and configure FieldKo

Sync connects the two parts in both directions. When a manager plans a visit in Salesforce, it appears in the rep’s app after the next sync. When a rep completes the visit, the results appear in Salesforce after the rep syncs.

Terms You’ll See

Planning

Term	Meaning
Account	A store, outlet, or customer you visit. Your company might use a different name, such as Store or Outlet.
Visit	A planned trip to an account at a set date and time
Call cycle	A planning period for a rep, such as four weeks. Every visit must fall inside one of your active call cycles.
Visit type	A category for a visit, such as Merchandising or Audit, often shown with a color
Visit template	A ready-made set of tasks and surveys you can add to a visit in one step
Field campaign	A batch of visits with the same tasks that a manager plans across many accounts at once

In the Store

Term	Meaning
Check in / check out	Start and finish a visit. The app records the time and, if your company uses it, your location.
Task	A piece of work to do on a visit, such as checking prices or completing a survey
Survey	A set of questions you answer during a visit, often with photos
Core ranging	A check of which contracted products are on the shelf
Pack-out	A record of stock you packed onto shelves, with before and after photos
Next Visit To Do’s	Tasks and notes you leave for the next visit to an account

Visit Statuses

Status	Meaning
Not Started	Planned, but no one has checked in yet
In Progress	A rep has checked in
Completed	A rep has checked out
Cancelled	The visit didn’t happen. A reason is recorded.

Sync and Offline Work

Term	Meaning
Sync	Sends your changes to Salesforce and brings back the latest updates. See Understand Offline Work and Sync.
Background sync	An automatic sync that runs while the app is open, if your company turns it on. It doesn’t upload photos.
Pending Changes	The changes on your device that haven’t reached Salesforce yet. You see them on the Sync screen.
Reset Sync	Clears the data on your device and downloads everything again. See Reset Your Offline Data.

People

Term	Meaning
Rep	A field sales rep or merchandiser who uses the FieldKo Atlas app
Manager	Someone who plans visits and tracks a team’s work in Salesforce
Admin	Your company’s Salesforce admin, who sets up and configures FieldKo
Org	Your company’s Salesforce environment

Your Company Decides What You See

FieldKo is highly configurable. Your admin chooses which menu items, visit actions, and features you see, and what things are called. If something in this guide doesn’t appear in your app, ask your admin. Tell them which screen you’re on and which item or feature you expected to see.

Where to Go Next

Field Reps

Follow a guided walkthrough of your first day with the app.

Managers

Plan and track your team’s work.

Admins

Set up and configure FieldKo.

Get Started

Plan and Run Visits

Work in the Store

Stay Connected

Work Offline and Sync

Troubleshoot

Test New App Versions

How FieldKo Fits Together

Terms You’ll See

Planning

In the Store

Visit Statuses

Sync and Offline Work

People

Your Company Decides What You See

Where to Go Next

Field Reps

Managers

Admins

​How FieldKo Fits Together

​Terms You’ll See

​Planning

​In the Store

​Visit Statuses

​Sync and Offline Work

​People

​Your Company Decides What You See

​Where to Go Next

Field Reps

Managers

Admins

How FieldKo Fits Together

Terms You’ll See

Planning

In the Store

Visit Statuses

Sync and Offline Work

People

Your Company Decides What You See

Where to Go Next