Access FieldFX Mobile App

Prerequisites

The following are requirements for configuring your org to work with the FieldFX Mobile App.

Table 1. Back Office Prerequisites

Minimum Package Version

FieldFX Base Managed Package v1.591

Object Permissions

See FieldFX E-Ticketing Minimum Permissions for full details.

Object API Name Required Access

Staged Data

FX5__Staged_Data__c

User - Read
System Admin - Read/Write

NOTE: Access to this object is now required for the FieldFX Mobile App.

Mobile Sync Log [26R1]

FX5__Mobile_Sync_Log__c

Admin - Read

Mobile Sync Log Details [26R1]

FX5__Mobile_Sync_Log_Detail__c

Admin - Read

Mobile Object Layout

FX5__ffxMobile_Object_Layout__c

User - Read (mobile users)
Sync Stage Data running user - Create

Apex Classes
  • FX5.OmnibusRestService

  • FX5.SyncFileAttachments

  • FX5.SyncData

  • SyncStagedData

Visualforce Page Access

Starting with FX5 v1.699, mobile users need access to the SyncDataService Visualforce page.

Sync Settings
  • User Licenses for required FieldFX packages must be assigned

  • The user must be on AutoSync

Table 2. Mobile Device Requirements - Platform Minimums
Platform Current Version Minimum Supported

iOS

18

17+

iPadOS

Current and previous versions supported. See iPad Requirements.

Android

15

14+

Windows

11

n/a

Test the hardware with your actual workload before purchasing.

See iPhone Hardware Requirements for device and network details.

Also, to use FieldFX Mobile you need to:

Have these user licenses Have these permissions Complete these tasks and review these topics before continuing

You can download the FieldFX Mobile App from your device’s app store.

If you are an Admin, do not assign FieldFX Mobile users the System Administrator profile in Back Office.

Step-by-Step Guides

After you sign-in, you can

Sign in to FieldFX Mobile App

  1. Navigate to the app on the device and tap it to launch.

  2. At the login screen, tap Sign In to login.

  3. Enter the user Salesforce credentials, then tap Log In.

  4. After logging in, the Job screen appears as normal.

Switch to a Different Org

Users can access the production org, any sandbox org, or a custom domain to which they have valid credentials.

  1. After launching the app, tap Configure Sign In in bottom corner of the app.

  2. Choose the domain shown.

    The following screenshot was taken on an Android tablet in landscape orientation. The same screen on the Windows version and the iPad version look the same and function the same.

    Domain Selection
    If you want to add/log in to…​ Select

    Production

    Production
    https://login.salesforce.com

    Sandbox

    Sandbox
    https://test.salesforce.com

    A custom domain

    Custom Domain Name
    Custom Domain URL

    + Add Custom Domain

    See Define a Custom Domain

Define a Custom Domain

Some orgs use a Custom Domain to access FieldFX to take advantage of Single Sign On capabilities.

If you use Mobile Device Management (MDM) software, you can manage custom domains through the MDM solution.

  1. At the FieldFX Mobile App Domain Selection screen on the device, tap the Add Custom Domain link.

  2. At the Add Custom Domain modal, enter the Name for the Custom Domain and the Server Address to use for logging in, then click Save.

  3. The custom domain is available to select as the environment to use when logging in.

Perform a Sync

This option is unavailable since the FieldFX Mobile App automatically performs a sync every 30 seconds or when a mobile user navigates away from editing.

Use Sync Diagnostics

Sync Analytics enhancements shipped in 26R1.

If you want to diagnose the sync, tap Menu Icon and select Sync Diagnostics.

The Sync Information window displays the following:

  • Current logged in user’s profile

  • Version number of the app being used along with the date, time, and duration of the sync

  • Any pending changes

  • Any pending analytics events

  • Any sync errors

You have these options:

Link Description

Full Sync Now

This option is unavailable since the FieldFX Mobile App automatically performs a sync every 30 seconds or when a mobile user navigates away from editing

View Manifest
See Note.

Opens the specific technical details

View Logs
See Note.

Opens a new window to view specific log details

This will be useful to Support if you encounter problems.