Admin Portal Tools

Granting Access to Admin Tools

Access to the Admin Portal is available to anyone with the ability to edit or update your org’s Static Resource files.

This access can only be granted through Permission Sets or Profiles to users with a Salesforce license.

From Setup, enter "Permission Sets" in the Quick Find box, then select Permission Sets

Similar steps can be used for granting access through a Profile instead. Search for Profiles in Setup’s Quick Find box, then select Profiles.
Click the link for the Permission Set Label you need to modify
Scroll to the bottom of the page and select System Permissions
Click Edit Properties
Mark the Enabled checkbox for Customize Application
Click Save
Repeat steps 2-6 for any other permission sets or profiles as needed.

Basics

The Admin Portal give system administrators access to user-friendly screens to manage various aspects of the FieldFX system, such as user access, workflows, price book rules, and viewers to FX Logs and Sync Events.

Screenshot of the Admin Portal Dashboard screen

The Admin Portal Dashboard is responsive, so the tool buttons may not be in the same place on your device.

Information Panels

Review information about your Salesforce org and API Limits on the left side of the Admin Portal Dashboard
Click Review All Limits to see more details about your org’s API limits
Access the Admin Portal documentation (this requires your Production Org credentials)
Submit a support case to LiquidFrameworks

Set Up an Admin Portal Tab in Salesforce

We have added a Visualforce page that can be used to access the Admin Portal from within Salesforce.

Add a Visualforce tab

From Setup, enter Tab in the Quick Find box
Select Tabs
Scroll down to the Visualforce Tabs section, and select New
Make the following selections in Step 1:
- Visualforce Page: Admin Dashboard
- Tab Label: Admin Portal
- Tab Name: accept the default Salesforce profides
- Tab Style: Select your preferred icon and tab color
Click Next
With the radio option for Apply one tab visibility to all profiles selected, select Tab Hidden
Select Apply a different tab visibility for each profile and then select Default On for each profile that needs access to the Admin Portal
Select Next
Deselect Custom Apps that do not need to include the tab
Select Save

Access the Salesforce Tab

Once created, users for the profile(s) with access can go to the portal from the App Launcher in Salesforce.

Select the 9 dot app launcher
Enter Admin in the search bar, then select Admin Portal

The Admin Portal displays within the Salesforce tab, logged in as the user.

Multi-Session log in is not supported when accessing the Admin Portal within Salesforce. For Multi-session support, access the Admin Portal directly from https://admin.fieldfx.com.
Access to the Admin Portal requires that the user’s Profile or a Permission Set they are assigned to have access to the org’s _Customize Application System Permission.

Multiple Logins

The Admin Portal supports multiple logins, making it easy to manage changes across sandbox and production environments.
Log in to multiple environments, then use Switch User to change which user is active.

Step by Step

Log in to the Admin Portal for an environment as normal
From the Dashboard or any of the Admin Portal tools, select the user icon at the top right corner of the screen
Select Switch User
Select an existing user session to switch toor Select Production or Sandbox to add an additional log in and switch to that user

Mobile Tools

Conditional Pricing

Conditional Pricing Admin Portal Tool for Override Configurations
Create FX CPQ's Override Engine configuration setups

Mobile Field Updates

FX Mobile Field Updates
Define default fields a mobile user sees when they create a new record
Create rules to automatically update values on fields as the user edits a record

Mobile Filters

Use Mobile Filters to limit the informatiohn that displays to FieldFX Mobile users when working with lookup fields

Mobile Help Builder

FX Mobile Help Tour Builder
Modify the default help text messages that display when a mobile user selects the question mark button in the lower left of the mobile screen
Create help text messages for additional languages that display based on the mobile user’s default language settings in their Salesforce user profile

Mobile Rollups

Use Mobile Rollups to display values in fields in FieldFX Mobile based on the values in other fields

Mobile Validations

Use Mobile Validations to confirm entries field users make on their mobile devices

Pricing Tools

Price Book Rules

Create and manage rules to apply when working with Quotes or Tickets.

Requires an FX CPQ license.

Security

Record Access Check

See what kind of permissions a user has to a particular record with the Record Access Check tool

User Share View

Review a list of records that a user has access to and whether they are the owner, have access due to a rule, or were manually given access to the record
User Share View

User Wizard

Create a new record or manage the security of existing user records with a step-by-step User Wizard

Sync

FX Logs

FX Logs
Display sync events, analyze slow syncs, and review sync errors

Sync Event Viewer

Sync Event Viewer
Display sync event errors by user
Modify sync events to correct errors
Preprocess modified events

Sync Configuration Wizard

Sync Configuration Wizard
Create Sync Profiles to manage what objects, fields, and attachments sync to mobile devices for groups of users
Manage the AltSync fields for objects

Miscellaneous

DataGuide

Form Designers use the DataGuide Admin Portal tool to create and manage Forms, Form Versions, and Form Report Templates for FX DataGuide.
Form Designers can also use the tool’s Form Designer and Expression Builder to create dynamic forms and form interactions.