User Permissions Needed
Create a List View
The steps are the same on the Visits, Accounts, Tasks, and Field Campaign tabs. FieldKo tasks are separate from standard Salesforce tasks. If the App Launcher shows more than one Tasks item, choose the one that lists your reps’ visit tasks.- Click the tab, such as Visits.
- Click the list view controls (gear icon), and then click New.
- Enter a name, choose who can see the list view, and then click Save.
- In the Filters panel, set Filter by Owner to All, add the filters from the tables below, and then click Save.
- Click the list view controls, click Select Fields to Display, add the columns, and then click Save.
Visits
Accounts
Tasks and Field Campaigns
Pin Your Most-Used List View
To open a tab on the same list view every time, select the list view, and then click the pin icon next to its name. Each tab remembers one pinned list view for you.Add a Chart to a List View
A list view chart summarizes the records in the list, such as today’s visits by status:- Open the list view, and then click the chart icon.
- Click the chart settings, and then click New Chart.
- Enter a name, and choose a chart type: vertical bar, horizontal bar, or donut.
- Choose the aggregate type and field, such as Count of records, and a grouping field, such as Status or Sales Representative.
- Click Save.
See Visits on a Kanban Board
Kanban shows records as cards in columns. On the Visits tab, click the display options, select Kanban, and group by Status. You see each visit as a card in Not Started, In Progress, Completed, or Cancelled.Get a Manager Home Page
Your admin controls the home page of the FieldKo app. Ask them to add components for your role, such as:- Your perfect store dashboard or a key chart from it.
- A report chart, such as call compliance by rep.
- A list view, such as Today’s Visits for My Team.