FieldFX 25R2 Release

For Sandbox and Production org Push Upgrade dates, see FieldFX 25R2 Push Upgrade Dates.

Advanced Pricing

The FieldFX December release adds the Advanced Pricing module in the new FieldFX Mobile App. Based on rules defined in Back Office, the app will be able to:

  • Automatically add required items to a ticket

  • Add recommended items to a ticket

  • Prevent the addition of certain items to a ticket

  • Override field values based on predefined triggers initiated at the job, ticket, or ticket item level

This feature enhances the effectiveness and accuracy of quote-to-cash by modeling contracts with complex rules. It helps prevent revenue leakage and decreases the overall time required to generate field tickets. Also, contract compliance is enhanced and invoice accuracy is increases, eliminating rogue pricing.

To take advantage of these pricing and compliance features across both Mobile and Back Office environments customers will need to purchase the Advanced Pricing module.

Use Cases

Here are some example use cases that the Advanced Pricing Module in FieldFX is designed to address specifically for the oilfield and industrial services.

Operating Conditions-based pricing

Administrators can define pricing based on measured operating conditions, such as down‑hole temperature/pressure bands, corrosive environment flags, sour gas presence, or depth ranges, so the right rate is automatically applied on Quote and Field Ticket lines. This reduces manual overrides and enforces contract logic at the point of entry.

Waste handling & disposal fee logic

Administrators can automatically override the price charged for the disposal of an item based on waste type (e.g., brine vs. drilling mud), facility capability, and hauling distance zone. The module can attach mandatory line items (manifests, testing) or swap rates when the designated facility is changed.

Location & accessorial surcharges

Administrators can add location‑specific uplift (remote site, offshore, H2S zone) and accessories (mobilization/demobilization, convoy, road permits) when the job site or well pad meets configured conditions.

Consumables linked to service kits

Administrators can bundle auto‑add rules so when a service/equipment item is quoted or added to a ticket, required consumables (O‑rings, gaskets, chemicals) are automatically appended with the correct quantities and prices. This guards margin and speeds quoting/ticketing.

Regional taxes, fees, and environmental adders

Administrators can inject correct tax codes, carbon/environmental fees, spill response fees, and municipal levies based on job geography and service category, reducing A/R disputes.

Setup, Prerequisites & Limitations

Customers are required to have an active Advanced Pricing module license.

Sync Profile Manager

The Sync Profile Manager tool has undergone a complete redesign to give administrators a faster, more intuitive way to manage mobile user sync profiles. This enhanced tool streamlines the entire process by allowing administrators build and to assign sync profiles directly from within the application, eliminating the need to navigate through complex Salesforce setup screens.

Beyond profile assignment, the tool introduces powerful layout management capabilities. Administrators can now create different layouts for FieldFX Mobile using a simple drag-and-drop interface. These layouts can be easily assigned to multiple sync profiles, reducing dependency on traditional Salesforce layouts and improving flexibility.

A major improvement is the introduction of global layouts, which significantly simplifies updates by enabling changes to propagate across multiple profiles without repetitive manual edits. Additionally, the tool supports advanced operations such as cloning and migrating sync profiles between organizations, all within the same unified interface—saving time and reducing administrative overhead. With these enhancements, the Sync Profile Manager delivers a centralized, efficient, and user-friendly solution for managing mobile sync profiles, ensuring consistency and scalability across your organization.

Use Cases

As a system administrator, I need a streamlined way to set up and manage Mobile users from a centralized interface, without navigating multiple sections of the Salesforce environment. This functionality should allow me to:

  • Control data visibility: Define what information Mobile users can access on the FieldFX Mobile platform.

  • Design user screens: Build and customize the layouts and screens that Mobile users interact with, ensuring an intuitive and role-specific experience.

Here are some other practical use cases:

Centralized Mobile User Setup

Administrators can configure all mobile user sync profiles from a single interface without navigating multiple Salesforce setup screens reducing complexity and speeds up onboarding.

Drag-and-Drop Layout Management

Administrators can create different types of layouts for FieldFX Mobile using a drag-and-drop interface. These layouts can be assigned to sync profiles, eliminating reliance on Salesforce page layouts.

Global Layouts for Faster Updates

Administrators can apply global layouts across multiple profiles to simplify updates. Instead of editing each profile individually, admins can propagate changes in one step.

Advanced Filtering and Data Control

Administrators can define sObject filters for transactional and lookup objects to control what data syncs to mobile devices. This ensures users only receive relevant records, improving performance and security.

Lookup Layout Integration

Administrators can apply lookup layouts introduced by Sync Profile Manager directly in the React Native Mobile App, ensuring consistent UI and data visibility between Back Office and Mobile.

Crew-Based Sync Logic

Administrators can enable syncing of jobs and price books only for active crew planning dates, ensuring that users see relevant jobs during their scheduled work periods.

Migration Tools for New Mobile App

FX25R2 can provides utilities to migrate existing sync profiles from older configurations to the new FieldFX Mobile app, supporting smooth transitions during upgrades.

Setup, Prerequisites & Limitations

Below is a summary of what is needed to setup, configure, and use the Sync Profile Manager admin tool.

Compatibility & Limitations

This feature works exclusively with the new FieldFX Mobile app and is not supported in the web-based Mobile application.

Administrator Access

The administrator must have full access to all objects and fields being assigned through the admin tool to Mobile users. Without this access, configuration and deployment will be restricted.

To use the admin tool, ensure the following:

Full Object & Field Access

  • Full access to all relevant Salesforce objects and fields otherwise created profiles can be incomplete (missing data in the sync digest)

  • Full CRUD access to all objects and fields assigned through SPM including transactional objects (Jobs, Ticket, Quotes) and lookup objects (Accounts, Contacts, Equipment, Price Books, etc.)

  • Lacking permissions on any object or field causes those records not to sync to mobile even if they are in the profile.

Permission Sets

Custom Object

Mobile Layout & Related Objects

Grant permissions to manage these objects:

  • Mobile Object Layouts

  • Page/List/Search Layouts

  • Lookup layouts for Mobile app objects

Profile Assignment & Global Layouts

Assign sync profiles to users and create plus propagate global layouts across multiple profiles

Salesforce Admin-Level Rights

The admin must have permission to configure:

  • Background/Auto Sync settings

  • SOQL filters for data segmentation

Security Enforcement

The admin tool doesn’t bypass Salesforce security. Standard sharing rules, Field-Level Security (FLS), and object permissions still apply during sync.

Object Access

The admin must have access to the following:

  • Mobile Object Layout object (FX5__ffxMobile_Object_Layout__c)

  • Page/List/Search Layouts that are used in FieldFX Mobile App for your org

  • Lookup layouts for Mobile app objects

The admin must have the ability to assign sync profiles to users and create/propagate global layouts across multiple profiles.

Org Prerequisites

The org must be configured for Background/Auto Sync per the schedule of uploads and downloads for the org.

FieldFX Mobile App Grid Adjustments

The FieLdFX Mobile app’s grid adjustments aim to enhance usability by making several key changes. These include:

  • Highlighting the column being edited in blue

  • Adding a border around the active field

  • Locking the first column

  • Alternating colors for odd and even rows

  • Switching header colors for edit screens

  • Changing the read-only style for grid fields

  • Revisiting column widths based on data type.

These improvements are designed to help mobile users easily navigate and modify grids with numerous columns and rows. There are no specific setup requirements, prerequisites, or limitations for these adjustments.