Mobile Forms, Tables & Checklists for Salesforce by FieldKo

Highlights

• 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.