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Mobile Forms, Tables & Checklists for Salesforce by FieldKo

Create Dynamic Forms in minutes using clicks not code 🚀

Overview

100% Salesforce native, FieldKo provides mobile forms, checklists, dynamic tables, inspections and guided assessments that work everywhere. Get started in minutes 🚀

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See How Mobile Forms, Tables & Checklists for Salesforce by FieldKo Works

  • BUILD DYNAMIC FORMS Use our point and click Template Builder to create dynamic forms in minutes all from within your Salesforce org.

  • PERFORM INSPECTIONS Create checklist templates in minutes and manage your team’s inspection needs more effectively with FieldKo’s easy-to-use digital platform, built 100% on Salesforce.

  • USE SALESFORCE FLOW Trigger Salesforce Flows directly from an answer captured on a form to drive business workflow.

  • WORKS WITH STANDARD AND CUSTOM OBJECTS Run a checklist or inspection against any standard or custom object in your Salesforce org. Use standard config options as needed to setup to meet your requirements.

  • SALESFORCE NATIVE FieldKo is 100% native Salesforce meaning it works alongside your existing Salesforce deployment. Run inspections against Accounts, Contacts or any custom object.

  • POWERFUL GPT4 by OpenAI generative functionality improves answer quality, results and analysis.

  • FIELD SERVICE LIGHTNING COMPATIBLE Equip your field service team with checklist templates they can complete while in the field.

  • SERVICE CLOUD COMPATIBLE Need your customer service team to complete assessments? Create a checklist template they can use at key points in your customer service process.

  • CONSUMER GOODS CLOUD COMPARIBLE Want your retail execution team to conduct in store surveys? Build a survey in a few clicks that they can use from within their Salesforce mobile app.

Easily create dynamic forms in minutes using data from Salesforce with FieldKo. Key features include: ✔ Build Checklist Templates in minutes ✔ Perform inspections against any standard (Accounts, Contacts etc) or custom object ✔ Leverage ChatGPT generated recommended Tasks and summaries ✔ Configure inspection template questions, tasks, and workflows to provide comprehensive Customer 360 Views ✔ Trigger Flows directly from a form question ✔ Provide teams with real-time insights they can trust ✔ Leverage standard Salesforce reports and dashboards

Categories

Business Needs
Field Service
Surveys
Audit & Compliance
Industries
Horizontal Product
Engineering, Construction, & Real Estate
Manufacturing
Personas
Administrator
Business Operations Manager
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

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