Licenses and What's Included

Every FieldKo user needs 2 things: a Salesforce user license, which lets them log in to your org, and access to FieldKo, which comes from the FieldKo packages and their permission sets. This page explains how the two fit together, what a Salesforce Platform license covers for FieldKo, and which features need a different license.

License entitlements and limits depend on your Salesforce contract and change over time. This page doesn’t list numeric limits. To confirm what your licenses include, check your Salesforce contract or ask your Salesforce account executive, and see User Licenses and Salesforce Editions in Salesforce Help.

Two Kinds of Licenses

License	What It Controls	Where to Manage It
Salesforce user license	Whether a person can log in to Salesforce, and which standard objects and features they can use. Most FieldKo reps and managers use a Salesforce Platform license.	From Setup, in the Quick Find box, enter `Company Information`, and then select Company Information. The User Licenses related list shows what you have and what’s used.
FieldKo package license	Whether a user can use the FieldKo packages’ objects, tabs, and code. Your FieldKo agreement sets whether licenses are assigned to specific users or available to everyone in the org.	From Setup, in the Quick Find box, enter `Installed Packages`, and then select Installed Packages. If your org assigns licenses per user, click Manage Licenses next to each FieldKo package.

A user license alone doesn’t make someone a FieldKo user. FieldKo also checks for one of its permission sets. See Profiles, Permission Sets, and Permission Set Groups.

What a Platform License Covers for FieldKo

Salesforce Platform licenses, also called Lightning Platform licenses, come in Starter and Plus versions. They’re designed for custom apps built on your org’s data, which is how FieldKo works: almost everything a rep or manager touches is a FieldKo custom object.

Capability	How FieldKo Uses It
Custom objects	Visits, tasks, surveys, call cycles, orders, ranging, attendance, and the rest of the FieldKo data model
Accounts and contacts	Accounts are the stores reps visit. FieldKo syncs each rep’s accounts and their contacts to the app.
Activities	FieldKo can create a Salesforce event for each planned visit, and the app syncs each rep’s events
Reports and dashboards	All FieldKo report types and your own reports and dashboards
Flow	Your own automation on FieldKo objects
Chatter	FieldKo posts check-ins and check-outs to the account’s Chatter feed by default

Platform Starter and Plus differ in how many custom objects each user can access and in other entitlements. Because FieldKo uses many custom objects, confirm with your FieldKo contact and your Salesforce account executive which Platform license fits each type of user before you buy.

Features That Need Another License

Platform licenses don’t include the main Sales Cloud and Service Cloud objects. Users need a license that includes these objects, such as a Sales Cloud or Service Cloud license, to use them.

Feature	Notes for FieldKo
Opportunities	The app can sync opportunities, and you can let reps create visits from opportunities, but only for users whose license includes them
Leads	Not used by FieldKo
Cases	The app can sync cases for users whose license includes them
Forecasts	Not used by FieldKo. Use reports on FieldKo orders instead.
Campaigns	Not the same as FieldKo field campaigns. FieldKo field campaigns are a custom object and work on a Platform license.
Standard Products, Price Books, and Orders	Not needed. FieldKo uses its own product, price book, and order objects. See Set Up Products, Ordering, and Ranging.

To check what a user’s license includes, open their user record and look at the User License field, and then compare it with your contract.

Integration Users

Integrations that load products, accounts, or orders, or that read survey answers into a data warehouse, should log in as a dedicated integration user, not as a person. Salesforce offers an integration user license for API-only access in many editions. Check whether it’s available in your org on the Company Information page, and give the integration user only the object access it needs. See Integrate FieldKo with Other Systems.

Portal Users

Retailers or distributors who view or place FieldKo orders in a portal need Experience Cloud licenses, such as Customer Community or Partner Community. FieldKo includes separate permission sets for them. See Customer Portal (Optional).

Who Needs Which License

Use this table as a starting point, and confirm each row against your contract.

User	Salesforce User License	FieldKo Package License	FieldKo Permission Sets
Rep or merchandiser	Salesforce Platform	Yes, if your org assigns them per user	FieldKo Representative Permission Set and FieldKo Native Permission Set
Manager	Salesforce Platform. Add a Sales Cloud license only if the manager also works with opportunities or forecasts.	Yes, if your org assigns them per user	FieldKo Manager Permission Set and FieldKo Native Permission Set
Admin	Usually a full Salesforce license, so the admin can work with every object in the org	Yes, if your org assigns them per user	FieldKo Manager Permission Set and FieldKo Native Permission Set
Integration	Salesforce integration user license, where available	Yes, if the integration reads or writes FieldKo objects and your org assigns licenses per user	None. Use your own permission set with only the access the integration needs.
Portal user	Experience Cloud	Ask your FieldKo contact	The FieldKo community permission sets. See Customer Portal (Optional).

For the full setup of each type of user, including profiles and roles, see Recommended Access by Role.

Get Started

Configure FieldKo

Reference

Troubleshoot

Salesforce Platform

Licenses and What's Included

Two Kinds of Licenses

What a Platform License Covers for FieldKo

Features That Need Another License

Integration Users

Portal Users

Who Needs Which License

See Also

​Two Kinds of Licenses

​What a Platform License Covers for FieldKo

​Features That Need Another License

​Integration Users

​Portal Users

​Who Needs Which License

​See Also

Two Kinds of Licenses

What a Platform License Covers for FieldKo

Features That Need Another License

Integration Users

Portal Users

Who Needs Which License

See Also