# FieldKo Support

> Help for field reps, managers, and admins using FieldKo: the FieldKo Atlas mobile app and FieldKo in Salesforce.

- [Welcome to FieldKo Support](https://support.fieldko.com/index.md): Find help for reps, managers, and admins using the FieldKo Atlas app and FieldKo in Salesforce.
- [Key Concepts](https://support.fieldko.com/getting-started/key-concepts.md): Learn the terms you see throughout FieldKo, and how the mobile app and Salesforce work together.
- [Your First Day with FieldKo Atlas](https://support.fieldko.com/getting-started/first-day.md): Follow one complete day in the field with the FieldKo Atlas app, from logging in to syncing your work at the end of the day.
- [Install the FieldKo Atlas App](https://support.fieldko.com/getting-started/install.md): Check device requirements, then install and update the FieldKo Atlas app on iOS or Android.
- [Log In and Set Up the App](https://support.fieldko.com/getting-started/sign-in.md): Log in to the FieldKo Atlas app with your Salesforce account and download your data for offline work.
- [Find Your Way Around the App](https://support.fieldko.com/getting-started/navigation.md): Learn the My Visits home screen, quick actions, and side menu in the FieldKo Atlas app.
- [Personalize Your Settings](https://support.fieldko.com/getting-started/settings.md): Set your sync, photo, calendar, reminder, navigation, and appearance preferences in the FieldKo Atlas app.
- [Plan Visits on the Calendar](https://support.fieldko.com/visits/calendar.md): View, schedule, reschedule, and delete your visits on the calendar in the FieldKo Atlas app.
- [Create a Visit](https://support.fieldko.com/visits/create-visit.md): Plan a visit in the FieldKo Atlas app with a name, time, visit type, and tasks.
- [Check In and Complete a Visit](https://support.fieldko.com/visits/visit-details.md): Check in to a visit, work through its tasks, record tasks you can't do, and check out.
- [Complete a Survey](https://support.fieldko.com/visits/surveys.md): Answer survey questions, add photos and signatures, and save completed or partially completed surveys.
- [Add Notes and Follow-Ups](https://support.fieldko.com/visits/notes-and-follow-ups.md): Add notes to an account during a visit, and plan tasks for the next visit with Next Visit To Do's.
- [Plan Your Route on the Map](https://support.fieldko.com/visits/map.md): See your day's visits on a map, find nearby accounts, and plan the best route between stops.
- [Get Visit Reminders](https://support.fieldko.com/visits/reminders.md): Get a notification when you miss a check-in or check-out on today's visits, and fix reminders that don't appear.
- [Work with Accounts and Records](https://support.fieldko.com/field-work/accounts-and-records.md): Find accounts, view their details and related lists, and create or edit records in the app, even when you're offline.
- [Place an Order](https://support.fieldko.com/field-work/place-order.md): Build a cart from the account's price book, capture the customer's signature, and submit an order, even when you're offline.
- [Record Core Ranging](https://support.fieldko.com/field-work/core-ranging.md): Record which of an account's contracted products are on the shelf, with quantities if your company tracks them.
- [Record Pack-Outs and Short-Dated Stock](https://support.fieldko.com/field-work/pack-outs.md): Scan products, record quantities and expiry dates, and capture before and after photos for a pack-out.
- [Take Photos with Smart Camera](https://support.fieldko.com/field-work/photos.md): Take survey photos with guided quality checks, browse your photos, and control how large your photos are.
- [Log an Incident](https://support.fieldko.com/field-work/log-incident.md): Record something that went wrong at an account during a visit, with an optional photo.
- [Collaborate in Chatter](https://support.fieldko.com/field-work/chatter.md): Read and post to Salesforce Chatter from the app, mention colleagues, and add photos and files.
- [View Dashboards](https://support.fieldko.com/field-work/dashboards.md): View your Salesforce dashboards in the FieldKo Atlas app, refresh them, and filter the data, online or offline.
- [Submit a Leave Request](https://support.fieldko.com/field-work/leave-requests.md): Submit a leave request from the FieldKo Atlas app and understand the date rules that apply.
- [Understand Offline Work and Sync](https://support.fieldko.com/sync/how-sync-works.md): Learn what works offline, when FieldKo syncs, and what happens when the same record changes in two places.
- [Sync Your Data](https://support.fieldko.com/sync/sync-screen.md): Use the Sync screen to upload your changes, check what's pending, and review your sync history.
- [Reset Your Offline Data](https://support.fieldko.com/sync/reset-sync.md): Use Reset Sync to clear your offline data and download everything fresh from Salesforce when data looks wrong or out of date.
- [Log Out Safely](https://support.fieldko.com/sync/logging-out.md): Make sure all your work has synced before you log out, switch users, or reinstall the app.
- [Troubleshooting: Start Here](https://support.fieldko.com/troubleshooting/start-here.md): Find the fix for a problem in the FieldKo Atlas app by choosing what you're seeing.
- [Troubleshoot Login and Setup](https://support.fieldko.com/troubleshooting/sign-in-and-setup.md): Fix problems with logging in, first-time setup, offline storage, and expired sessions in the FieldKo Atlas app.
- [Fix Sync Errors](https://support.fieldko.com/troubleshooting/sync-errors.md): Find out what a sync message means and fix records and photos that won't upload from the FieldKo Atlas app.
- [Send Your Data to FieldKo Support](https://support.fieldko.com/troubleshooting/send-data-to-support.md): Email FieldKo support a copy of your app data so they can recover or investigate unsynced work.
- [Frequently Asked Questions](https://support.fieldko.com/troubleshooting/faq.md): Get quick answers to the questions reps ask most about visits, sync, photos, and settings in the FieldKo Atlas app.
- [Test New Versions of the App](https://support.fieldko.com/mobile-testing/test-new-versions.md): Try a new version of the FieldKo Atlas app before it's released, using TestFlight on iOS or an APK file on Android.
- [Test on iPhone or iPad with TestFlight](https://support.fieldko.com/mobile-testing/testflight-ios.md): Install and update test builds of the FieldKo Atlas app on iPhone or iPad with Apple's TestFlight app.
- [Test on Android with an APK File](https://support.fieldko.com/mobile-testing/apk-android.md): Install a test build of the FieldKo Atlas app on an Android phone or tablet from an APK file.
- [FieldKo for Managers](https://support.fieldko.com/managers/overview.md): See what managers can do in FieldKo, and where to find each tool in Salesforce.
- [Plan Your Team's First Week](https://support.fieldko.com/managers/first-week.md): Follow a guided walkthrough to plan your team's first week of visits in Salesforce and check the results.
- [Plan Visits in Salesforce](https://support.fieldko.com/managers/plan-visits.md): Plan one-off, recurring, and cloned visits for your reps using the Visit Calendar, Visit Planner, Call Planning, and Account Map.
- [Run Field Campaigns](https://support.fieldko.com/managers/field-campaigns.md): Plan visits with the same tasks across many accounts and reps, keep reusable account lists, and transfer visits between reps.
- [Track Your Team's Performance](https://support.fieldko.com/managers/monitor-your-team.md): Set objectives and track rep locations, attendance, visits, survey answers, orders, and reports in Salesforce.
- [Retail Execution Metrics](https://support.fieldko.com/managers/platform/retail-metrics.md): Understand the retail execution metrics you can measure with FieldKo data, how to calculate them, and which report recipe builds each one.
- [Coverage and Visit Frequency](https://support.fieldko.com/managers/platform/recipes/coverage.md): Build reports that show which stores your team visited this month, which stores are overdue, and how often each store is visited.
- [Call Compliance and Strike Rate](https://support.fieldko.com/managers/platform/recipes/call-compliance.md): Build reports that compare planned visits with completed visits for each rep, explain missed visits, and show how many visits produce an order.
- [On-Shelf Availability and Distribution](https://support.fieldko.com/managers/platform/recipes/availability.md): Build reports from core ranging that show on-shelf availability by store, out-of-stock products, and numeric distribution by product.
- [Share of Shelf and Planogram Compliance](https://support.fieldko.com/managers/platform/recipes/share-of-shelf.md): Build reports from survey answers that show planogram compliance and share of shelf by store, rep, and region.
- [Promotion and Display Compliance](https://support.fieldko.com/managers/platform/recipes/promotion-compliance.md): Track field campaign progress and report on survey results that show whether promotions and displays are in place in each store.
- [Orders and Pack-Outs](https://support.fieldko.com/managers/platform/recipes/orders-and-pack-outs.md): Build reports on FieldKo orders by store and product, order value per visit, and pack-out rate against target.
- [Time in Store and Attendance](https://support.fieldko.com/managers/platform/recipes/time-in-store.md): Build reports on time spent in each store compared with plan, check-in location compliance, and each rep's logged-on time and time worked.
- [Trend Reports Over Time](https://support.fieldko.com/managers/platform/trends.md): Compare retail execution metrics across weeks, months, and call cycles with relative date filters and date grouping, and know when you need reporting snapshots.
- [Build a Perfect Store Dashboard](https://support.fieldko.com/managers/platform/perfect-store-dashboard.md): Combine the report recipes into one dashboard with KPI metrics, charts, and tables, filtered by region and rep, and show it in Salesforce and the FieldKo Atlas app.
- [Share, Schedule, and Subscribe to Reports](https://support.fieldko.com/managers/platform/share-and-schedule.md): Save FieldKo reports in shared folders, get them by email on a schedule, set conditions that alert you to problems, and export results.
- [Personalize Your Home Page and List Views](https://support.fieldko.com/managers/platform/home-page-and-list-views.md): Create list views of today's visits, stores not visited, and open tasks, add charts and Kanban boards, and ask your admin for a manager home page.
- [FieldKo for Admins](https://support.fieldko.com/admin/overview.md): Learn how FieldKo is set up in Salesforce, and how your configuration changes reach reps' devices.
- [Install and Set Up FieldKo](https://support.fieldko.com/admin/installation.md): Install the FieldKo packages, assign permissions, and complete the setup reps need before they log in.
- [Control What Syncs to the App](https://support.fieldko.com/admin/offline-data.md): Learn which objects, fields, and records sync to each rep's device, and how to change them.
- [Set Up Call Cycles, Tasks, and Visit Templates](https://support.fieldko.com/admin/call-cycles-and-visits.md): Create call cycles, task types, visit templates, and visit types so reps can plan and complete visits.
- [Build Surveys](https://support.fieldko.com/admin/surveys.md): Create questions and surveys, add follow-up questions and photos, and attach surveys to tasks so reps complete them on visits.
- [Set Up Products, Ordering, and Ranging](https://support.fieldko.com/admin/products-ordering-ranging.md): Set up FieldKo products, price books, and contracts for ordering, and product sets for core ranging.
- [Configuration Reference](https://support.fieldko.com/admin/configuration-reference.md): Look up every FieldKo custom setting and custom metadata type that affects the app, with labels, defaults, and effects.
- [Export FieldKo Data and Photos](https://support.fieldko.com/admin/export-data.md): Find which Salesforce objects hold FieldKo data and photos, and export them with standard Salesforce tools.
- [Diagnose Rep Issues](https://support.fieldko.com/admin/support-diagnostics.md): Find sync logs, errors, and device details in Salesforce, and fix the most common problems reps run into.
- [FieldKo on the Lightning Platform](https://support.fieldko.com/platform/overview.md): Learn what the FieldKo packages add to your Salesforce org, what you get from the platform, and how the FieldKo Atlas app fits in.
- [Licenses and What's Included](https://support.fieldko.com/platform/licenses.md): Understand which Salesforce and FieldKo licenses each user needs, what a Platform license covers, and which features need another license.
- [FieldKo Data Model](https://support.fieldko.com/platform/data-model.md): See how FieldKo's visits, tasks, surveys, orders, ranging, and attendance objects relate to each other and to your accounts.
- [Add a New Rep](https://support.fieldko.com/platform/day-to-day/add-a-rep.md): Create a Salesforce user for a new rep and give them everything FieldKo needs before their first visit.
- [Move a Rep to a New Territory](https://support.fieldko.com/platform/day-to-day/move-a-rep.md): Reassign stores between reps, control what FieldKo transfers when an account owner changes, and refresh both reps' devices.
- [Add a New Store](https://support.fieldko.com/platform/day-to-day/add-a-store.md): Create a store account that FieldKo can plan, map, and sync to the right rep.
- [Add a New Product or Range](https://support.fieldko.com/platform/day-to-day/add-a-product.md): Add a FieldKo product, price it, add it to core ranges, and retire products so reps can order and range them correctly.
- [Launch a New Survey or Field Campaign](https://support.fieldko.com/platform/day-to-day/launch-survey-or-campaign.md): Take a new survey or field campaign from questions to rep visits to reports, tested in a sandbox first.
- [Remove a Rep's Access](https://support.fieldko.com/platform/day-to-day/remove-a-rep.md): Remove a departing rep's access to Salesforce and the FieldKo Atlas app, and hand their stores and visits to another rep.
- [Recommended Access by Role](https://support.fieldko.com/platform/access/recommended-access.md): Use a recommended license, profile, permission set, and role combination for each type of FieldKo user.
- [Profiles, Permission Sets, and Permission Set Groups](https://support.fieldko.com/platform/access/permission-sets.md): Learn how FieldKo reads permission set assignments, and bundle FieldKo's permission sets with your own in permission set groups.
- [Roles and the Role Hierarchy](https://support.fieldko.com/platform/access/roles.md): Learn what roles do for FieldKo users, how to structure roles for a retail field team, and why roles don't decide what syncs.
- [Set Up Manager Visibility](https://support.fieldko.com/platform/access/manager-visibility.md): Choose whether managers see their direct reports, their role hierarchy, or their public groups in FieldKo's rep lists.
- [Security Model and Sharing](https://support.fieldko.com/platform/access/security-model.md): Understand how Salesforce sharing and FieldKo's sync rules work together, and choose org-wide defaults for FieldKo objects.
- [Login and Security](https://support.fieldko.com/platform/access/login-security.md): Set up My Domain, single sign-on, multi-factor authentication, session, and connected app policies for reps who work offline.
- [Customize the FieldKo App and Home Page](https://support.fieldko.com/platform/customize/app-and-home-page.md): Tailor the FieldKo Lightning apps' navigation and utility bar, and build a manager home page with field team charts and lists.
- [Record Pages, Layouts, and List Views](https://support.fieldko.com/platform/customize/record-pages-and-list-views.md): Understand the Lightning record pages and page layouts FieldKo installs, which one controls the FieldKo Atlas app, and how to set up list views for managers.
- [Add Fields and Picklists to the Mobile App](https://support.fieldko.com/platform/customize/fields-in-the-app.md): Add a custom field or picklist to the FieldKo Atlas app, from field-level security and page layouts to the Metadata Collector and Reset Sync.
- [Record Types and Validation Rules](https://support.fieldko.com/platform/customize/record-types-and-validation-rules.md): Learn how FieldKo uses record types to pick layouts, and how to write validation rules that don't block reps' offline work at sync.
- [Design Surveys and Tasks for Reporting](https://support.fieldko.com/platform/customize/design-surveys-for-reporting.md): Design questions, surveys, and task types so you can report on availability, share of shelf, and promotion compliance in Salesforce.
- [Extend FieldKo Safely](https://support.fieldko.com/platform/customize/extend-safely.md): Learn what you can and can't change in the FieldKo managed packages, and how to customize so package upgrades and the FieldKo Atlas app keep working.
- [Report Folders, Sharing, and Custom Report Types](https://support.fieldko.com/platform/reports/folders-and-report-types.md): Organize report and dashboard folders for field teams, share them with managers and reps, and build the custom report types FieldKo doesn't include.
- [Dashboard Running Users and Reporting Snapshots](https://support.fieldko.com/platform/reports/dashboards-and-snapshots.md): Choose dashboard running users for managers and reps, keep dashboards working in the FieldKo Atlas app, and track KPIs over time with reporting snapshots.
- [Design Automation for FieldKo](https://support.fieldko.com/platform/automate/design-automation.md): Plan flows that handle records arriving in batches from rep syncs, work alongside FieldKo's own automation, and never block a rep's sync.
- [Flow Recipes for Field Teams](https://support.fieldko.com/platform/automate/flow-recipes.md): Build common retail execution flows on FieldKo objects, such as compliance alerts, out-of-stock follow-ups, large-order notices, and visit coverage checks.
- [Approvals](https://support.fieldko.com/platform/automate/approvals.md): Add Salesforce approvals for leave requests, large FieldKo orders, and field campaign sign-off without blocking reps' syncs.
- [Notifications and Email Alerts](https://support.fieldko.com/platform/automate/notifications.md): Understand the notifications and emails FieldKo sends, and build your own custom notifications and email alerts with Flow.
- [Integrate FieldKo with Other Systems](https://support.fieldko.com/platform/integrations/integrate.md): Plan integrations between FieldKo and your ERP, BI, and other systems, using external IDs, an integration user, and Salesforce APIs.
- [API and Platform Limits](https://support.fieldko.com/platform/integrations/limits.md): Understand how FieldKo Atlas sync uses your org's API allocation, check your usage, and plan for reps, photos, and integrations.
- [Import and Update Data](https://support.fieldko.com/platform/data/import.md): Load stores, products, price books, ranging, call cycles, and visits into FieldKo in the right order, with the fields FieldKo needs.
- [Plan for Data Volume, Storage, and Retention](https://support.fieldko.com/platform/data/data-volume.md): Find which FieldKo data grows fastest, monitor data and file storage, limit device data, and plan archiving and report performance.
- [Keep Data Clean](https://support.fieldko.com/platform/data/data-quality.md): Keep stores, contacts, coordinates, products, visits, and call cycles accurate so reps see the right data and reports stay trustworthy.
- [Manage Releases: Sandboxes, Deployments, and Package Upgrades](https://support.fieldko.com/platform/data/releases.md): Test FieldKo changes in a sandbox, prepare a sandbox after refresh, deploy your changes, and upgrade the FieldKo packages safely.
- [FieldKo Atlas Release Notes](https://support.fieldko.com/release-notes/fieldko-atlas.md): See what's new and improved in each version of the FieldKo Atlas app.
- [FieldKo Atlas 1.0.70](https://support.fieldko.com/release-notes/fieldko-atlas/1-0-70.md): What's new in version 1.0.70 of the FieldKo Atlas app.
- [FieldKo Atlas 1.0.68](https://support.fieldko.com/release-notes/fieldko-atlas/1-0-68.md): What's new in version 1.0.68 of the FieldKo Atlas app.
- [FieldKo Atlas 1.0.67](https://support.fieldko.com/release-notes/fieldko-atlas/1-0-67.md): What's new in version 1.0.67 of the FieldKo Atlas app.
- [FieldKo Atlas 1.0.65](https://support.fieldko.com/release-notes/fieldko-atlas/1-0-65.md): What's new in version 1.0.65 of the FieldKo Atlas app.
- [FieldKo Atlas 1.0.64](https://support.fieldko.com/release-notes/fieldko-atlas/1-0-64.md): What's new in version 1.0.64 of the FieldKo Atlas app.
- [FieldKo Atlas 1.0.57](https://support.fieldko.com/release-notes/fieldko-atlas/1-0-57.md): What's new in version 1.0.57 of the FieldKo Atlas app.
- [FieldKo Atlas 1.0.56](https://support.fieldko.com/release-notes/fieldko-atlas/1-0-56.md): What's new in version 1.0.56 of the FieldKo Atlas app.
- [FieldKo Atlas 1.0.50](https://support.fieldko.com/release-notes/fieldko-atlas/1-0-50.md): An overview of the FieldKo Atlas app in version 1.0.50.


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