Access FieldFX Mobile App
Prerequisites
The following are requirements for configuring your org to work with the FieldFX Mobile App.
Minimum Package Version |
See FieldFX E-Ticketing Minimum Permissions for full details.
| Object | API Name | Required Access |
|---|---|---|
|
User - Read NOTE: Access to this object is now required for the FieldFX Mobile App. |
|
Mobile Sync Log [26R1] |
|
Admin - Read |
Mobile Sync Log Details [26R1] |
|
Admin - Read |
Mobile Object Layout |
|
User - Read (mobile users) |
-
FX5.OmnibusRestService
-
FX5.SyncFileAttachments
-
FX5.SyncData
-
SyncStagedData
Starting with FX5 v1.699, mobile users need access to the SyncDataService Visualforce page.
-
User Licenses for required FieldFX packages must be assigned
-
The user must be on AutoSync
| 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
-
Navigate to the app on the device and tap it to launch.
-
At the login screen, tap Sign In to login.
-
Enter the user Salesforce credentials, then tap Log In.
-
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.
-
After launching the app, tap Configure Sign In in bottom corner of the app.
-
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.
If you want to add/log in to… Select Production
Production
https://login.salesforce.comSandbox
Sandbox
https://test.salesforce.comA custom domain
Custom Domain Name
Custom Domain URL+ Add 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. |
-
At the FieldFX Mobile App Domain Selection screen on the device, tap the Add Custom Domain link.
-
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.
-
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
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 |
Opens the specific technical details |
View Logs |
Opens a new window to view specific log details |
| This will be useful to Support if you encounter problems. |