Translation Setup

Prerequisites

  • To translate user interface text, you need:

    • Minimum permissions for the FieldFX modules you are using

    • System permissions:

      • Customize Application

      • Manage Translation

      • View Setup and Configuration

Basics

Use Translation Workbench to translate the user interface text in FieldFX.

You can translate user interface text to any language fully supported by Salesforce.

Refer to the What languages does Salesforce support? article for a list of fully supported languages.

Enabling Translation Workbench

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter "translation" in the Quick Find box, then select Translation Settings

  4. Click Enable

Translating User Interface Text

Translating Core User Interface Elements

This guide explains how to translate the following:

Element FieldFX Back Office FieldFX Mobile

Buttons

Green check mark

Red X

Error Messages

Green check mark

Red X

Field Names

Green check mark

Green check mark

Headings

Green check mark

Red X

Inline Help

Green check mark

Red X

Links

Green check mark

Red X

Notifications

Green check mark

Red X

Picklist Values

Green check mark

Green check mark

Record Names

Green check mark

Green check mark

Tab Names

Green check mark

Red X

  1. Export a source file containing the translatable text:

    1. Access FieldFX Back Office

    2. Switch to Salesforce Classic

    3. From Setup, enter "translation" in the Quick Find box, then select Export

    4. Select Source

    5. Click Export

      The export process begins and you will receive an email confirmation once it finishes.

    6. Open the Documents tab

    7. Open the source file

    8. Click View

    9. Save the file to your computer

  2. Send the source file to your translator

  3. Import the translated source file:

    1. Access FieldFX Back Office

    2. Switch to Salesforce Classic

    3. From Setup, enter "translation" in the Quick Find box, then select Import

    4. Review the preparation instructions and make sure the source file meets the specified criteria

    5. Under Step 3, click Choose File

    6. Select the source file

    7. Click Import

      The import process begins, and you will receive an email confirmation once it finishes.

  4. Verify the translated user interface text displays correctly

    • Log out and log in again before you test the translated user interface.

    • If necessary, make corrections to the source file and import the file again.

Translating Advanced Features & FieldFX Mobile

This guide explains how to translate the following:

Element Price Book Builder Quote Item Builder Ticket Item Builder Invoice Item Builder FieldFX Mobile

Bulk Editor Elements

Green check mark

Green check mark

Green check mark

Green check mark

Red X

Buttons

Green check mark

Green check mark

Green check mark

Green check mark

Green check mark

Error Messages

Green check mark

Green check mark

Green check mark

Green check mark

Green check mark

Headings

Red X

Red X

Red X

Red X

Green check mark

Navigation Elements

Green check mark

Green check mark

Green check mark

Green check mark

Green check mark

Notifications

Green check mark

Green check mark

Green check mark

Green check mark

Green check mark

Sidebar Options

Red X

Red X

Red X

Red X

Green check mark

Walkthrough Help

Red X

Red X

Red X

Red X

Green check mark

  1. Create a source file containing the translatable text:

    1. Download the en_US file

    2. Open the file in a text editor

    3. Save the file to your computer and use an appropriate language code as the file name

  2. Send the source file to your translator.

    Each translatable element has a key and a label. Translators should only translate the label.

    In the following example, "Sync_Sync" is the key and "Sync" is the label.

    "Sync_Sync" : "Sync",
    Refer to the Translation Workbench Export and Import Quick Start Guide for guidance on working with the source file.

  3. Import the translated source file:

    1. Access FieldFX Back Office

    2. Switch to Salesforce Classic

    3. From Setup, enter "static" in the Quick Find box, then select Static Resources

    4. Click New

    5. In Name, enter the name of the source file

      This name should be the language code for hte language of the translated text.

    6. In Cache Control, select "Public"

    7. Click Choose File

    8. Select the source file

    9. Click Save

  4. Verify the translated user interface text displays correctly:

    • Log out and log in again before you test the translated user interface.

    • If necessary, make corrections to the source file and import the file again.

Translating Lightning Component Labels

The labels in elements of many Lightning Components can be customized or translated.

Create custom labels for any of the following Components:

FX Managed Lightning Component Custom Label View Name Filter Value

FXL Bulk Edit

Bulk Edit

bulk edit

FX Item Picker

Item Picker

Item Picker

FXL Copy Items

Copy Items

Copy Items

FXL Bundle Maker

Bundler

Bundler

FXL Stage Pricing

Stage Pricing

Stage Pricing

FXL Report Template Viewer

Report Template

Report Template

FXL Report Viewer

Report Viewer

Report Live

Quote To Job

Quote to Job

Quote To Job

Step by Step

  1. In Setup, search for Custom Labels

  2. Select Create New View

  3. In Enter New Name, enter a View Name for the component, such as suggested in the table above

  4. In Specify Filter Criteria, add a Filter row:

    • Field: Categories

    • Operator: Contains

    • Value: Enter the Filter Value for the component from the table above

  5. Select Save to return to the Custom Labels list screen.

  6. Select the new View you just added from the drop down.

    This filters the list.

  7. Click the Name for the field or button to which to add a new label

  8. Click New Translations / Overrides

  9. Select the language to which to add the custom label

    A user’s default language is defined in user settings.

  10. Add the new text for the label in Translation Text and click Save

Overriding Individual Translations

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter "translation" in the Quick Find box, then select Override

  4. In Package, select "FieldFX Base Package"

  5. In Language, select the relevant language

  6. In Setup Component, select the relevant user interface element

  7. In Object, select the relevant object

  8. In the Button or Link Label Override column, double-click the translation to override

  9. Enter the new term to use

  10. Click Save

Downloads