Business Segment Setup

Prerequisites

To add business segments, you need the following permissions:

Minimum permissions for the FieldFX modules you are using
System permissions:
- Customize Application
- View Setup and Configuration

Basics

Business segments are divisions of your company dedicated to performing specific services, such as drilling or waste disposal.

How it Works

When you add business segments, you can link each of hte following to business segments

Adding a Business Segment

Access FieldFX Back Office.
Switch to Salesforce Classic.
Configure the Segment picklist on the Checklist object:
1. From Setup, enter "object" in the Quick Find box, then select Objects.
2. Click Checklist.
3. Under Custom Fields & Relationships, click Segment.
4. Under Picklist Options in Values, click New.
5. Enter the business segment.
6. Select the Record Type Name checkbox.
7. Click Save.
8. Under Picklist Options in Values, click Reorder.
9. Change the order.
10. Click Save.
Configure the Segment picklist on the eForm Config object:
1. From Setup, enter "object" in the Quick Find box, then select Objects.
2. Click eForm Config.
3. Under Custom Fields & Relationships, click Segment.
4. Under Picklist Options in Values, click New.
5. Enter the business segment.
6. Select the Record Type Name checkbox.
7. Click Save.
8. Under Picklist Options in Values, click Reorder.
9. Change the order.
10. Click Save.
Configure the Segment picklist on the Job object:
1. From Setup, enter "object" in the Quick Find box, then select Objects.
2. Click Job.
3. Under Custom Fields & Relationships, click Segment.
4. Under Picklist Options in Values, click New.
5. Enter the business segment.
6. Select the Record Type Name checkbox.
7. Click Save.
8. Under Picklist Options in Values, click Reorder.
9. Change the order.
10. Click Save.
Configure the Segment picklist on the Price Book object:
1. From Setup, enter "object" in the Quick Find box, then select Objects.
2. Click Price Book.
3. Under Custom Fields & Relationships, click Segment.
4. Under Picklist Options in Values, click New.
5. Enter the business segment.
6. Select the Record Type Name checkbox.
7. Click Save.
8. Under Picklist Options in Values, click Reorder.
9. Change the order.
10. Click Save.
Configure the Segment picklist on the Quote object:
1. From Setup, enter "object" in the Quick Find box, then select Objects.
2. Click Quote.
3. Under Custom Fields & Relationships, click Segment.
4. Under Picklist Options in Values, click New.
5. Enter the business segment.
6. Select the Record Type Name checkbox.
7. Click Save.
8. Under Picklist Options in Values, click Reorder.
9. Change the order.
10. Click Save.
Configure the Segment picklist on the Report Template object:
1. From Setup, enter "object" in the Quick Find box, then select Objects.
2. Click Report Template.
3. Under Custom Fields & Relationships, click Segment.
4. Under Picklist Options in Values, click New.
5. Enter the business segment.
6. Click Save.
7. Under Picklist Options in Values, click Reorder.
8. Change the order.
9. Click Save.
Configure the Segment picklist on the Sync Configuration object:
1. From Setup, enter "object" in the Quick Find box, then select Objects.
2. Click Sync Configuration.
3. Under Custom Fields & Relationships, click Segment.
4. Under Picklist Options in Values, click New.
5. Enter the business segment.
6. Click Save.
7. Under Picklist Options in Values, click Reorder.
8. Change the order.
9. Click Save.