Do we need to buy Salesforce to use FieldKo?
Do we need to buy Salesforce to use FieldKo?
FieldKo runs on Salesforce, so every user needs a Salesforce user license. You can either buy Salesforce licenses from Salesforce and install FieldKo in your own org, or buy FieldKo with Salesforce licenses included, in an org FieldKo sets up for you. See How FieldKo Licensing Works.
What's the difference between the independent software vendor (ISV) and original equipment manufacturer (OEM) models?
What's the difference between the independent software vendor (ISV) and original equipment manufacturer (OEM) models?
They’re Salesforce’s names for 2 of the ways its partners sell apps, and FieldKo offers both. With ISV, you install FieldKo in your own Salesforce org and buy Salesforce licenses directly from Salesforce. With OEM, FieldKo includes the Salesforce licenses in your subscription, and you can use them only with FieldKo. See FieldKo in Your Own Salesforce Org and FieldKo with Salesforce Included.
Which Salesforce license should our reps have?
Which Salesforce license should our reps have?
In your own org, reps usually have a Salesforce Platform license, which includes the standard objects FieldKo uses. Platform Starter and Platform Plus differ in how many custom objects each user can access, so confirm with your FieldKo contact which one fits before you buy. With Salesforce included, reps use the license in your subscription. See Choose a Salesforce License for Each User.
Can we use FieldKo in Salesforce Professional Edition?
Can we use FieldKo in Salesforce Professional Edition?
No. FieldKo needs Enterprise Edition, Unlimited Edition, or Performance Edition. See Supported Salesforce Editions.
Can our Sales Cloud users use FieldKo too?
Can our Sales Cloud users use FieldKo too?
Yes. Give them a FieldKo license and the FieldKo permission sets. They keep everything their Sales Cloud license includes. Each user has only one Salesforce user license, so they don’t need a Platform license as well.
With Salesforce included, can we use opportunities, leads, or cases?
With Salesforce included, can we use opportunities, leads, or cases?
Not with the included licenses. They’re limited to FieldKo and don’t include Salesforce’s customer relationship management (CRM) products, such as Sales Cloud and Service Cloud. If some users need these, talk to your FieldKo account manager about adding licenses from Salesforce to the same org. See If You Also Want Other Salesforce Products.
With Salesforce included, can we build our own apps in the org?
With Salesforce included, can we build our own apps in the org?
You can configure FieldKo, for example with your own fields, layouts, flows, reports, and dashboards. FieldKo’s order form also lets you create up to 10 custom objects of your own, used only with FieldKo. You can’t use the org for apps that aren’t part of FieldKo. See Use Is Limited to FieldKo.
Does a manager who only views reports need a license?
Does a manager who only views reports need a license?
Yes. Anyone who reads FieldKo data, including in reports and dashboards, needs a Salesforce user license and a FieldKo license. See Who Needs a FieldKo License.
Does an integration user need a FieldKo license?
Does an integration user need a FieldKo license?
Yes, if it reads or writes FieldKo objects, for example to load products or export survey answers.
How much storage do we get?
How much storage do we get?
Your org gets a base amount plus an amount for each user license. For example, an Enterprise Edition org with 50 user licenses gets about 11 gigabytes (GB) of data storage and 110 GB of file storage. FieldKo licenses don’t add any storage to Salesforce’s standard allocation. See How Much Storage You Get.
What uses the most storage?
What uses the most storage?
Photos use the most file storage. Survey answers and ranging lines usually use the most data storage, because each answer and each ranged product is its own record. See Estimate What FieldKo Uses.
What happens if we run out of storage?
What happens if we run out of storage?
Salesforce keeps your production org running, but performance can drop. Archive older data, or buy more storage: from Salesforce if FieldKo is in your own org, or through FieldKo if Salesforce is included. See If You Go Over Your Storage.
Does the FieldKo Atlas app use our application programming interface (API) allowance?
Does the FieldKo Atlas app use our application programming interface (API) allowance?
Yes. The app syncs through Salesforce’s APIs, so each sync uses API calls from your org’s daily allowance. See Daily API Allowance.
We've used all our FieldKo licenses. How do we add someone?
We've used all our FieldKo licenses. How do we add someone?
Remove a FieldKo license from someone who no longer needs it, or contact your FieldKo account manager for more. See When You Run Out of Licenses.
Why can't I assign FieldKo licenses in Lightning Experience?
Why can't I assign FieldKo licenses in Lightning Experience?
Salesforce lets you assign package licenses only in Salesforce Classic. Switch to Salesforce Classic, open Installed Packages, and then click Manage Licenses next to each FieldKo package. See Assign FieldKo Licenses.
What happens to our data if our subscription ends?
What happens to our data if our subscription ends?
If FieldKo is in your own org, your FieldKo records stay in your org with the rest of your Salesforce data. If you later uninstall the FieldKo packages, Salesforce emails you a link to an export of the packages’ data, available for a limited time. If Salesforce is included, your agreement with FieldKo sets what happens to the org, so ask your FieldKo account manager, and export anything you need before the subscription ends. See Export FieldKo Data and Photos.