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FieldKo installs Salesforce apps that group its tabs for managers and admins. You can change which tabs appear in each app, add a utility bar, and give managers a home page that shows their team’s coverage and compliance as soon as they log in. This page covers what FieldKo installs and how to tailor it. These changes affect FieldKo in Salesforce on desktop only. They don’t change the FieldKo Atlas app, whose side menu you control with the Menu Configuration custom setting. See Side Menu.

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User Permissions Needed

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Apps That FieldKo Installs

The FieldKo package installs 2 apps. Find them in the App Launcher. The FieldKo Native package adds tabs but no app of its own. Attendance, Sync Details, Pack Outs, Incidents, Metadata Collector, and FieldKo Theme aren’t in the FieldKo app’s navigation after install, and neither is FieldKo Configuration. Managers and admins open them from the App Launcher. Adding the ones your team uses to the app’s navigation saves them a search every day.

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Edit the App’s Navigation and Utility Bar

To add tabs such as Attendance and Sync Details to the FieldKo app, edit it in App Manager:
  1. From Setup, in the Quick Find box, enter App Manager, and then select App Manager.
  2. In the row for FieldKo, click the dropdown arrow, and then click Edit.
  3. Click Navigation Items, move the tabs you want into Selected Items, and drag them into order.
  4. Optional: Click Utility Items to add a utility bar, for example Recent Items or a Report Chart that shows today’s visits.
  5. Click Save.
Depending on your package version, App Manager may list the FieldKo app as a Classic app, or may not let you edit a packaged app. If so, use Upgrade in that row to create a Lightning copy that you own, or create a new Lightning app with the FieldKo tabs your managers use, and then assign that app to their profiles. Package upgrades never change an app you created yourself. To learn how Lightning apps work, see the Lightning Experience Customization module on Trailhead.

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Build a Manager Home Page

FieldKo doesn’t include a home page component of its own, so build the manager home page from standard Lightning components. A good field team home page answers “Is my team on track today and this week?” at a glance. Create the list views and reports first, and then build the page:
  1. From Setup, in the Quick Find box, enter Lightning App Builder, and then select Lightning App Builder.
  2. Click New, select Home Page, and then click Next.
  3. Enter a label, such as Field Manager Home, choose a template, and then click Finish.
  4. Drag the components from the table onto the page, and then set each one’s report, list view, or dashboard.
  5. Click Save, and then click Activation.
  6. Assign the page in one of these ways, and then click Save:
    • App default: Make it the home page for the FieldKo app, so everyone who uses that app sees it.
    • App and profile: Make it the home page for managers’ profiles in the FieldKo app, and keep the standard home page for everyone else.
A Report Chart component shows the report’s data as the person viewing the page, so each manager sees their own team when the report is filtered to My team’s records. For more about building pages, see the Lightning App Builder module on Trailhead.
Save each list view with All users can see this list view selected, or share it with a public group of managers, so every manager can use it on their home page and in the Visits tab.

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Before You Change a Live App

  • Make app and home page changes in a sandbox first, and check them as a manager user. See Manage Releases: Sandboxes, Deployments, and Package Upgrades.
  • If you remove a tab from an app, people can still open it from the App Launcher if their permission set grants it. To remove access, change the permission set, not the app.
  • Reps don’t need either app to use the FieldKo Atlas app.

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See Also

Last modified on October 20, 2026