> ## Documentation Index
> Fetch the complete documentation index at: https://support.fieldko.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Key Concepts

> Learn the terms you see throughout FieldKo, and how the mobile app and Salesforce work together.

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 |

```mermaid theme={null}
flowchart LR
  A[Managers and admins<br/>FieldKo in Salesforce] <-->|Sync| B[Field reps<br/>FieldKo Atlas app]
```

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](/sync/how-sync-works). |
| **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](/sync/sync-screen). |
| **Reset Sync** | Clears the data on your device and downloads everything again. See [Reset Your Offline Data](/sync/reset-sync). |

### 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

<CardGroup cols={3}>
  <Card title="Field Reps" icon="smartphone" href="/getting-started/first-day">
    Follow a guided walkthrough of your first day with the app.
  </Card>

  <Card title="Managers" icon="chart-line" href="/managers/overview">
    Plan and track your team's work.
  </Card>

  <Card title="Admins" icon="user-cog" href="/admin/overview">
    Set up and configure FieldKo.
  </Card>
</CardGroup>


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