Before You Begin
- Your Salesforce username and password. If you don’t have them, ask your Salesforce admin.
- Your login URL, if your company needs one. If your company logs in through a custom My Domain, single sign-on (SSO), or a sandbox, ask your Salesforce admin for the URL (for example,
yourcompany.my.salesforce.com). - A strong Wi-Fi connection. First-time setup can take several minutes, depending on how much data your company syncs. Plan to keep the app open until it finishes.
Log In
You log in on the Salesforce login page, using the details from Before You Begin:1
Open FieldKo Atlas
The Salesforce login page appears. By default, it points to
login.salesforce.com.2
Choose Your Login Server If Needed
If your admin gave you a login URL, change the login server first. Otherwise, go to the next step.
- iOS: In the top bar of the login page, tap the gear icon, and then pick or add your server.
- Android: On the Salesforce login page, use the server picker to pick or add your server.
3
Enter Your Salesforce Username and Password
Complete any verification your company requires.
4
Allow Access If Asked
If Salesforce asks you to grant FieldKo access, tap Allow.
First-Time Setup
After you log in, a setup screen shows a step title, a progress bar, and a status message. The steps are Authenticating, Preparing, Initializing Database, Downloading Configuration, Downloading Data, and Setup Complete. During Downloading Data, you see:- Current: The type of record that’s downloading.
- Objects: How many record types are done out of the total.
- Records Downloaded: A running count of records.
When setup finishes, the My Visits home screen appears. To learn your way around, see Find Your Way Around the App.
If setup fails for another reason, see Troubleshoot Login and Setup.