Objects

This page lists objects used by FieldFX and grouped by FieldFX module. Not all the objects are for FX5 and some objects need additional licenses to use. Some objects are background objects that function as data containers and have no user interaction.

It is intended as a complete object reference for administrators, architects, and integrators.

Objects are grouped by FieldFX module for clarity. Use the A–Z index below (use Click to Expand to see the table) if you know the object name and want to jump directly to it.

Click to expand

Module Index:

FieldFX Base - FX E-Ticketing - eForms - Dispatch and Work Orders - Inventory and Equipment - Time and Labor - Advanced Pricing Module, CPM - System, Sync and Internal Objects - Core Salesforce Objects - DataGuide

FieldFX Base (Core Platform)

Core objects that exist regardless of which optional modules are enabled.

Object Object API Name Primary Module Description Notes

Attachment Ext

FX5__Attachment_Ext__c

FX E-Ticketing

Stores extended metadata and sync‑related information for file attachments associated with FieldFX records, supporting mobile upload, retrieval, and audit behavior.

Attribute

FX5__Audit_Log__c

FX E-Ticketing

Records auditable changes to FieldFX records, enabling change tracking, compliance reporting, and event‑driven notifications.

Job

FX5__Job__c

Core object referenced across all modules

Represents a job or work engagement, acting as the parent record for tickets, resources, logs, planning, and invoicing workflows in FieldFX.

Location

FX5__Location__c

The Location is used to specify the physical location where an Asset resides in a facility or a site. Locations can be organized in a Parent/Child hierarchical relationship.

Price Book

FX5__Price_Book__c

Core pricing control / FX E-Ticketing

Defines a catalog of billable items and pricing used for quotes, tickets, jobs, and invoices, and serves as the foundation for advanced pricing rules in FieldFX.

Shared across multiple workflows:

Quotes and Quote Items
Tickets and Ticket Items
Jobs (price book selection and enforcement)
Invoices and invoice items
Mobile sync and dispatch

Don’t grant FieldFX users access to this object in permission sets.

Price Book Item

FX5__Price_Book_Item__c

FX E-Ticketing

Represents an individual billable item within a price book, defining pricing, sequence, and usage across quotes, tickets, jobs, invoices, and advanced pricing rules.

Shared across all transactional workflows and drives:

Quote and Ticket item creation
Job and Invoice line items
Mobile enforcement and sequencing behavior
Reporting and billing consistency

Custom Fields

If using planned crew and equipment, this is auto included.

Status

FX5__Status__c

FX E-Ticketing

This object stores the master list of statuses for all entities using record types. Note that not all status attributes are applicable to all entity types

Custom Fields

Ticket

FX5__Ticket__c

FX E-Ticketing

Represents a unit of work executed under a job, capturing field activity, billable items, logs, and execution details across Back Office and Mobile workflows.

Shared across Back Office and Mobile is central to mobile workflows, sync profiles, pricing enforcement, and invoicing readiness.

Master Object(s): Job

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FX E‑Ticketing

FX E‑Ticketing is built around a core transactional object model (Jobs → Tickets → Items), with supporting master‑data and workflow objects. The following custom FieldFX objects are explicitly used by the FX E‑Ticketing module.

These objects make up the quote‑to‑cash execution flow.

Object Object API Name Primary Module Description Notes

Object	Object API Name	Primary Module	Description	Notes
Audit Log	`FX5__Audit_Log__c`	FX E-Ticketing (Core)	Storage for sync (upload) errors and other similar data.
Catalog Item	`FX5__Catalog_Item__c`	FX E-Ticketing (Core)	A master catalog item.	Custom Fields
Credit Memo	`FX5__Credit_Memo__c`	Invoicing	Represents credits issued to customers.	AR workflow
Credit Memo Item	`FX5__Credit_Memo_Item__c`	Invoicing	Line items on a credit memo.	Child object
Invoice	`FX5__Invoice__c`	FX E-Ticketing (Core) / Invoicing	Represents customer invoices.	Billing
Invoice Item	`FX5__Invoice_Item__c`	FX E-Ticketing (Core) / Invoicing	Line items on invoices.	Master object(s): Invoice Type: Text(50) Unique ExternalID
Job	`FX5__Job__c`
Job Log	`FX5__Job_Log__c`	Job Logs	Records job‑level activity logs.	Mobile and Back Office
Quote	`FX5__Quote__c`	FX E-Ticketing	Represents an estimate for work to be performed, capturing priced items and conditions that may later be converted into tickets for execution and billing.	Quoting
Quote Item	`FX5__Quote_Item__c`	FX E-Ticketing	Represents an individual, priced line item on a quote, capturing catalog items, quantities, and pricing that may later be converted into ticket items for execution and billing.	Quoting
Ticket	`FX5__Ticket__c`
Ticket Checklist Step	`FX5__Ticket_Checklist_Step__c`	FX E-Ticketing	Represents an individual step within a ticket checklist, used to track required actions, completion status, and execution progress during field work.
Ticket Item	`FX5__Ticket_Item__c`	FX E-Ticketing	Represents an individual item recorded on a ticket, capturing catalog items, quantities, pricing, and execution details used for billing, inventory updates, and reporting.
UOM	`FX5__UOM__c`	FX E-Ticketing		Custom Fields

Audit Log

FX5__Audit_Log__c

FX E-Ticketing (Core)

Storage for sync (upload) errors and other similar data.

Catalog Item

FX5__Catalog_Item__c

FX E-Ticketing (Core)

A master catalog item.

Custom Fields

Credit Memo

FX5__Credit_Memo__c

Invoicing

Represents credits issued to customers.

AR workflow

Credit Memo Item

FX5__Credit_Memo_Item__c

Invoicing

Line items on a credit memo.

Child object

Invoice

FX5__Invoice__c

FX E-Ticketing (Core) / Invoicing

Represents customer invoices.

Billing

Invoice Item

FX5__Invoice_Item__c

FX E-Ticketing (Core) / Invoicing

Line items on invoices.

Master object(s): Invoice
Type: Text(50)
Unique
ExternalID

Job

FX5__Job__c

Job Log

FX5__Job_Log__c

Job Logs

Records job‑level activity logs.

Mobile and Back Office

Quote

FX5__Quote__c

FX E-Ticketing

Represents an estimate for work to be performed, capturing priced items and conditions that may later be converted into tickets for execution and billing.

Quoting

Quote Item

FX5__Quote_Item__c

FX E-Ticketing

Represents an individual, priced line item on a quote, capturing catalog items, quantities, and pricing that may later be converted into ticket items for execution and billing.

Quoting

Ticket

FX5__Ticket__c

Ticket Checklist Step

FX5__Ticket_Checklist_Step__c

FX E-Ticketing

Represents an individual step within a ticket checklist, used to track required actions, completion status, and execution progress during field work.

Ticket Item

FX5__Ticket_Item__c

FX E-Ticketing

Represents an individual item recorded on a ticket, capturing catalog items, quantities, pricing, and execution details used for billing, inventory updates, and reporting.

UOM

FX5__UOM__c

FX E-Ticketing

Custom Fields

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eForms

Object Object API Name Primary Module Description Notes

Object	Object API Name	Primary Module	Description	Notes
eForm	`FX5__eForm__c`	Master Data (Back Office)	Stores submitted electronic form records that capture structured data related to a job or ticket using FieldFX eForms.
eForm Config	`FX5__eForm_Config__c`	Forms Master Data (Back Office)	Configures legacy eForms behavior.	Distinct from DataGuide Defines configuration settings that control how eForms are presented, sequenced, and associated with jobs or tickets in FieldFX
Report Template	`FX5__Report_Template__c`	Reporting	Defines templates for FieldFX reports.	Mobile and Back Office

eForm

FX5__eForm__c

Master Data (Back Office)

Stores submitted electronic form records that capture structured data related to a job or ticket using FieldFX eForms.

eForm Config

FX5__eForm_Config__c

Forms Master Data (Back Office)

Configures legacy eForms behavior.

Distinct from DataGuide

Defines configuration settings that control how eForms are presented, sequenced, and associated with jobs or tickets in FieldFX

Report Template

FX5__Report_Template__c

Reporting

Defines templates for FieldFX reports.

Mobile and Back Office

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Dispatch & Work Orders

Objects supporting planning, dispatch, and execution outside ticketing.

Object Object API Name Primary Module Description Notes

Object	Object API Name	Primary Module	Description	Notes
Contact Rotation	`FX5__Contact_Rotation__c`	Dispatch	Supports rotational contact assignments.	Scheduling logic
Craft	`FX5__Craft__c`	Work Orders	Defines labor types and planned labor rates for tasks.	Capacity planning
Crew	`FX5__Crew__c`	Scheduling and Dispatch	Groups users into dispatchable crews.	Timeline Usage
Crew Member	`FX5__CrewMember__c`	Schedule & Dispatch (Crew Planning)	Represents an individual crew member assigned to a job, defining role, assignment dates, and job access for scheduling and mobile execution.	Resource modeling
Crew Planning	`FX5__Crew_Planning__c`	Schedule & Dispatch (Crew Planning)	Stores planned crew assignments and capacity.	Newer planning object
Route Stop	`FX5__RouteStop__c`	PM / EAM	Defines PM route stops that generate work orders.	Preventive maintenance (PM)
Service Region	`FX5__ServiceRegion__c`	Dispatch	Organizes work by geographic/service regions.	Assignment
Shift	`FX5__Shift__c`	Scheduling	Defines work shifts for crews and equipment.	Planning
Space	`FX5__Space__c`	Asset Management	Represents spaces within floors/buildings.	Asset placement
Standard Work Task	`FX5__StdWorkTask__c`	Work Orders	Library of predefined work tasks.	Templates
Task Labor	`FX5__TaskLabor__c`	Ticketing / Work Orders	Records labor time and effort logged against a work task for a work order, supporting execution tracking and reporting. This object also functions as a labor‑tracking child of Work Tasks, complementing Work Task and Work Task Step objects in both Back Office and Mobile workflows.	These objects are automatically included and synced when the Work Order module is enabled in Sync Profile Manager.
Work Order	`FX5__Work_Order__c`	The work order is a representation of planned and actual work done to satisfy a need related to equipment such as a preventative maintenance action, a corrective maintenance action or an inspection.
Work Order Item	`FX5__Work_Order_Item__c`	Stores individual line items associated with a work order, such as planned or used parts, services, or materials.
Work Task	`FX5__WorkTask__c`	Represents an individual task or step of work associated with a work order, used to plan, track, and execute work. It is explicitly referenced as a child transaction object that becomes active when the Work Order module is enabled.
Task sub-steps	`FX5__WorkTaskStep__c`	Represents an individual step within a work task, used to break down and track execution of work at a detailed level. It is explicitly listed as a child transaction object that is automatically included and synced when the Work Order module is enabled in Sync Profile Manager.

Contact Rotation

FX5__Contact_Rotation__c

Dispatch

Supports rotational contact assignments.

Scheduling logic

Craft

FX5__Craft__c

Work Orders

Defines labor types and planned labor rates for tasks.

Capacity planning

Crew

FX5__Crew__c

Scheduling and Dispatch

Groups users into dispatchable crews.

Timeline Usage

Crew Member

FX5__CrewMember__c

Schedule & Dispatch (Crew Planning)

Represents an individual crew member assigned to a job, defining role, assignment dates, and job access for scheduling and mobile execution.

Resource modeling

Crew Planning

FX5__Crew_Planning__c

Schedule & Dispatch (Crew Planning)

Stores planned crew assignments and capacity.

Newer planning object

Route Stop

FX5__RouteStop__c

PM / EAM

Defines PM route stops that generate work orders.

Preventive maintenance (PM)

Service Region

FX5__ServiceRegion__c

Dispatch

Organizes work by geographic/service regions.

Assignment

Shift

FX5__Shift__c

Scheduling

Defines work shifts for crews and equipment.

Planning

Space

FX5__Space__c

Asset Management

Represents spaces within floors/buildings.

Asset placement

Standard Work Task

FX5__StdWorkTask__c

Work Orders

Library of predefined work tasks.

Templates

Task Labor

FX5__TaskLabor__c

Ticketing /
Work Orders

Records labor time and effort logged against a work task for a work order, supporting execution tracking and reporting.

This object also functions as a labor‑tracking child of Work Tasks, complementing Work Task and Work Task Step objects in both Back Office and Mobile workflows.

These objects are automatically included and synced when the Work Order module is enabled in Sync Profile Manager.

Work Order

FX5__Work_Order__c

The work order is a representation of planned and actual work done to satisfy a need related to equipment such as a preventative maintenance action, a corrective maintenance action or an inspection.

Work Order Item

FX5__Work_Order_Item__c

Stores individual line items associated with a work order, such as planned or used parts, services, or materials.

Work Task

FX5__WorkTask__c

Represents an individual task or step of work associated with a work order, used to plan, track, and execute work.

It is explicitly referenced as a child transaction object that becomes active when the Work Order module is enabled.

Task sub-steps

FX5__WorkTaskStep__c

Represents an individual step within a work task, used to break down and track execution of work at a detailed level.

It is explicitly listed as a child transaction object that is automatically included and synced when the Work Order module is enabled in Sync Profile Manager.

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Inventory & Equipment

Object Object API Name Primary Module Description Notes

Object	Object API Name	Primary Module	Description	Notes
Asset Group	`FX5__AssetGroup__c`	Job Inventory - Back Office	Asset Groups are used to categorize individual Equipment, Bills of Materials, Standard Work Order Tasks and Model Work Orders.	Organizes equipment into logical groups used to filter and present model work orders, bills of material, and standard work tasks during job and maintenance planning.
Asset Stock Issue History	`FX5__AssetStockIssueHistory__c`	Job Inventory Historical / audit object – not directly user‑managed	Stores a historical record of stock or asset issue transactions, enabling audit and traceability of inventory usage associated with jobs and tickets. The Asset Stock Issue History object is a Junction object in Master-Detail relationship with both the Equipment and Stock Item objects. This object is populated via APEX and contains a record for each Stock Item issued to a unique Equipment.	It is an internal / audit‑history object, not one that users interact with, configure, or report against directly.
Attribute	`FX5__Attribute__c`	Inventory	Attributes in the Noun-Modifier MRO Inventory Attribute Tracking.	Used with Catalog Items.
Bill of Materials	`FX5__BillofMaterial__c`	Job Inventory	Defines lists of repair parts associated with work orders.	BOM Header
BOM Item	`FX5__BOMItem__c`	Job Inventory	Defines catalog items included in a Bill of Material.	BOM line
Building	`FX5__Building__c`	Asset Management	Represents facilities in the Building–Floor–Space hierarchy.	Parent of Floor
Catalog Item	`FX5__Catalog_Item__c`	Pricing / Inventory	Master catalog definition for billable and stock items.	Core pricing foundation
Catalog Item Price Book	`FX5__CatalogItemPriceBook__c`	Pricing	Tracks which price books include a catalog item.	Pricing linkage
Chart of Accounts	`FX5__CoA__c`	Financials	Defines accounting structures used for GL postings.	Back‑office
Checklist	`FX5__Checklist__c`	Ticketing / Work Orders	Represents procedural checklists tied to tickets or tasks.	Execution control
Checklist Step	`FX5__Checklist_Step__c`	Ticketing / Work Orders	Represents procedural checklists tied to tickets or tasks.	Execution control
Classification	`FX5__Classification__c`	Inventory	Categorizes catalog and stock items.	Master data
Contact Qualification	`FX5__Contact_Qualification__c`	Master Data	Stores qualifications held by contacts.	Skills/certs
Equipment	`FX5__Equipment__c`	Job Inventory	Represents a physical equipment asset in FieldFX that can be planned at the job level and dispatched to tickets for operational tracking across Back Office and Mobile workflows.	Core asset object Custom Fields
Equipment Planning	`FX5__Equipment_Planning__c`	Job Inventory	This object tracks the actual equipment that is scheduled on the job. It will eventually be used to track non-job locations for equipment as well such as repair shops or inspection facilities.	Planning & dispatch
Equipment Qualification	`FX5__Equipment_Qualification__c`	Job Inventory	Defines qualification attributes and eligibility rules for equipment records, enabling FieldFX to validate whether specific equipment can be planned or dispatched for a job or ticket.	Validation
Floor	`FX5__Floor__c`	Asset Management	Represents floors within buildings.	Facility model
Inventory Location	`FX5__InventoryLocation__c`	Inventory	Stores on‑hand quantities per warehouse/location.	Stock control
Inventory Transaction	`FX5__InventoryTransaction__c`	Inventory	Records stock movements such as issue, receipt, or adjustment.	Operational
Job Resource	`FX5__JobResource__c`	Job Inventory	This object lists the records for job resources and represents a resource assigned to a job—such as equipment, materials, or bundled items—that can be tracked, grouped, and consumed on related tickets in Back Office and Mobile workflows.	`FX5__JobResource__c` and `FX5__Job_Resource__c` represent the same business concept (Job Resources), but at different layers and times in FieldFX’s data model. `FX5__Job_Resource__c` → the original / legacy job‑level resource object `FX5__JobResource__c` → the newer, operational job resource object used by modern Job Inventory, Mobile sync, and bundling Supports Bundling, Ticket consumption, mobile execution Required for correct behavior in FieldFX Mobile App workflows They co‑exist by design and are not interchangeable, even though the names are confusingly similar. Custom Fields
Job Resource	`FX5__Job_Resource__c`	Job Inventory	Represents a job-level resource record used to plan and organize materials, equipment, or bundled items that can be consumed on related tickets in Back Office and Mobile.	`FX5__JobResource__c` and `FX5__Job_Resource__c` represent the same business concept (Job Resources), but at different layers and times in FieldFX’s data model. `FX5__Job_Resource__c` → the original / legacy job‑level resource object Limited support for Parent-child bundling and modern Mobile sync behavior Retained for backward compatibility and existing customer orgs `FX5__JobResource__c` → the newer, operational job resource object used by modern Job Inventory, Mobile sync, and bundling They co‑exist by design and are not interchangeable, even though the names are confusingly similar.
Planned Stock	`FX5__PlannedStock__c`	Inventory	Stores planned material demand for work orders.	MRP input
Purchase Order	`FX5__PurchaseOrder__c`	Procurement	Purchase order header for inventory and services.	Supply chain

Asset Group

FX5__AssetGroup__c

Job Inventory - Back Office

Asset Groups are used to categorize individual Equipment, Bills of Materials, Standard Work Order Tasks and Model Work Orders.

Organizes equipment into logical groups used to filter and present model work orders, bills of material, and standard work tasks during job and maintenance planning.

Asset Stock Issue History

FX5__AssetStockIssueHistory__c

Job Inventory

Historical / audit object – not directly user‑managed

Stores a historical record of stock or asset issue transactions, enabling audit and traceability of inventory usage associated with jobs and tickets.

The Asset Stock Issue History object is a Junction object in Master-Detail relationship with both the Equipment and Stock Item objects. This object is populated via APEX and contains a record for each Stock Item issued to a unique Equipment.

It is an internal / audit‑history object, not one that users interact with, configure, or report against directly.

Attribute

FX5__Attribute__c

Inventory

Attributes in the Noun-Modifier MRO Inventory Attribute Tracking.

Used with Catalog Items.

Bill of Materials

FX5__BillofMaterial__c

Job Inventory

Defines lists of repair parts associated with work orders.

BOM Header

BOM Item

FX5__BOMItem__c

Job Inventory

Defines catalog items included in a Bill of Material.

BOM line

Building

FX5__Building__c

Asset Management

Represents facilities in the Building–Floor–Space hierarchy.

Parent of Floor

Catalog Item

FX5__Catalog_Item__c

Pricing / Inventory

Master catalog definition for billable and stock items.

Core pricing foundation

Catalog Item Price Book

FX5__CatalogItemPriceBook__c

Pricing

Tracks which price books include a catalog item.

Pricing linkage

Chart of Accounts

FX5__CoA__c

Financials

Defines accounting structures used for GL postings.

Back‑office

Checklist

FX5__Checklist__c

Ticketing / Work Orders

Represents procedural checklists tied to tickets or tasks.

Execution control

Checklist Step

FX5__Checklist_Step__c

Ticketing / Work Orders

Represents procedural checklists tied to tickets or tasks.

Execution control

Classification

FX5__Classification__c

Inventory

Categorizes catalog and stock items.

Master data

Contact Qualification

FX5__Contact_Qualification__c

Master Data

Stores qualifications held by contacts.

Skills/certs

Equipment

FX5__Equipment__c

Job Inventory

Represents a physical equipment asset in FieldFX that can be planned at the job level and dispatched to tickets for operational tracking across Back Office and Mobile workflows.

Core asset object

Custom Fields

Equipment Planning

FX5__Equipment_Planning__c

Job Inventory

This object tracks the actual equipment that is scheduled on the job. It will eventually be used to track non-job locations for equipment as well such as repair shops or inspection facilities.

Planning & dispatch

Equipment Qualification

FX5__Equipment_Qualification__c

Job Inventory

Defines qualification attributes and eligibility rules for equipment records, enabling FieldFX to validate whether specific equipment can be planned or dispatched for a job or ticket.

Validation

Floor

FX5__Floor__c

Asset Management

Represents floors within buildings.

Facility model

Inventory Location

FX5__InventoryLocation__c

Inventory

Stores on‑hand quantities per warehouse/location.

Stock control

Inventory Transaction

FX5__InventoryTransaction__c

Inventory

Records stock movements such as issue, receipt, or adjustment.

Operational

Job Resource

FX5__JobResource__c

Job Inventory

This object lists the records for job resources and represents a resource assigned to a job—such as equipment, materials, or bundled items—that can be tracked, grouped, and consumed on related tickets in Back Office and Mobile workflows.

FX5__JobResource__c and FX5__Job_Resource__c represent the same business concept (Job Resources), but at different layers and times in FieldFX’s data model.

FX5__Job_Resource__c → the original / legacy job‑level resource object
FX5__JobResource__c → the newer, operational job resource object used by modern Job Inventory, Mobile sync, and bundling
- Supports Bundling, Ticket consumption, mobile execution
- Required for correct behavior in FieldFX Mobile App workflows

They co‑exist by design and are not interchangeable, even though the names are confusingly similar.

Custom Fields

Job Resource

FX5__Job_Resource__c

Job Inventory

Represents a job-level resource record used to plan and organize materials, equipment, or bundled items that can be consumed on related tickets in Back Office and Mobile.

FX5__JobResource__c and FX5__Job_Resource__c represent the same business concept (Job Resources), but at different layers and times in FieldFX’s data model.

FX5__Job_Resource__c → the original / legacy job‑level resource object
- Limited support for Parent-child bundling and modern Mobile sync behavior
- Retained for backward compatibility and existing customer orgs
FX5__JobResource__c → the newer, operational job resource object used by modern Job Inventory, Mobile sync, and bundling

They co‑exist by design and are not interchangeable, even though the names are confusingly similar.

Planned Stock

FX5__PlannedStock__c

Inventory

Stores planned material demand for work orders.

MRP input

Purchase Order

FX5__PurchaseOrder__c

Procurement

Purchase order header for inventory and services.

Supply chain

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Time & Labor

Objects related to labor capture and time tracking.

Object Object API Name Primary Module Description Notes

Object	Object API Name	Primary Module	Description
Timecard (legacy / FXT2)	`FXT2__Timecard__c`	Timecards	Stores payable time entries for field users, supporting time tracking, payroll, and timesheet processing. Individual time entry.
Timesheet	`FXT2__Timesheet2__c`	Timecards	The Timesheet Object represents a set of Timecard entries for a given Pay Period. Payable timesheet (rollup)
Timesheet Entry	`FX5__Timesheet_Entry__c`	Timecards	Represents an individual time entry line recorded against a timesheet, capturing work time for payroll and reporting.

Timecard
(legacy / FXT2)

FXT2__Timecard__c

Timecards

Stores payable time entries for field users, supporting time tracking, payroll, and timesheet processing.

Individual time entry.

Timesheet

FXT2__Timesheet2__c

Timecards

The Timesheet Object represents a set of Timecard entries for a given Pay Period.

Payable timesheet (rollup)

Timesheet Entry

FX5__Timesheet_Entry__c

Timecards

Represents an individual time entry line recorded against a timesheet, capturing work time for payroll and reporting.

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Advanced Pricing Module (APM)

Objects that define pricing rules, conditions, and actions.

Object Object API Name Primary Module Description Notes

Object	Object API Name	Primary Module	Description	Notes
Field Action	`FX5__Field_Action__c`	APM	Defines the specific compliance or pricing action executed when a Field Rule is triggered, such as adding required items, prohibiting items, or overriding price or cost	Compliance
Field Condition	`FX5__Field_Condition__c`	APM	Stores condition logic used by Field Rules to evaluate operational data (for example, temperature, pressure, waste type, or location attributes).
Field Rule	`FX5__Field_Rule__c`	APM	Defines pricing and compliance rules that evaluate conditions and trigger actions (required, recommended, prohibited items, or price/cost overrides) across Back Office and Mobile.	Rule Engine
GL Detail	`+FX5GLDetailc`	Financials	Captures individual GL transactions for posting	Accounting
Rule	`FX5__Rule__c`	APM - legacy CPQ	Defines CPQ pricing and applicability rules used during quote and ticket creation in Back Office, controlling item selection, pricing behavior, and approval logic.
Rule Action	`FX5__Rule_Action__c`	APM - legacy CPQ	Defines the action executed when a CPQ Rule is triggered, such as adding items, adjusting pricing, or enforcing approval behavior during quote and ticket creation in Back Office.
Staged Data	`FX5__Staged_Data__c`	APM	Temporarily stores pricing rules and related data for dispatch and enforcement in FieldFX Mobile via sync profiles.	For more information, see Staged Data.

Field Action

FX5__Field_Action__c

APM

Defines the specific compliance or pricing action executed when a Field Rule is triggered, such as adding required items, prohibiting items, or overriding price or cost

Compliance

Field Condition

FX5__Field_Condition__c

APM

Stores condition logic used by Field Rules to evaluate operational data (for example, temperature, pressure, waste type, or location attributes).

Field Rule

FX5__Field_Rule__c

APM

Defines pricing and compliance rules that evaluate conditions and trigger actions (required, recommended, prohibited items, or price/cost overrides) across Back Office and Mobile.

Rule Engine

GL Detail

+FX5GLDetailc

Financials

Captures individual GL transactions for posting

Accounting

Rule

FX5__Rule__c

APM - legacy CPQ

Defines CPQ pricing and applicability rules used during quote and ticket creation in Back Office, controlling item selection, pricing behavior, and approval logic.

Rule Action

FX5__Rule_Action__c

APM - legacy CPQ

Defines the action executed when a CPQ Rule is triggered, such as adding items, adjusting pricing, or enforcing approval behavior during quote and ticket creation in Back Office.

Staged Data

FX5__Staged_Data__c

APM

Temporarily stores pricing rules and related data for dispatch and enforcement in FieldFX Mobile via sync profiles.

For more information, see Staged Data.

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System, Sync & Internal Objects

Objects primarily visible to admins for sync, layout, and internal processing.

Object Object API Name Primary Module Description Notes

Object	Object API Name	Primary Module	Description	Notes
Mobile Sync Log	`FX5__Mobile_Sync_Log__c`	Master Data (Back Office)	The Mobile Sync Log object is used to track the logs of mobile syncs every time a mobile device syncs with Back Office. It records a summary of each FieldFX Mobile sync operation, providing administrators with visibility into sync timing, status, and overall success or failure.	Custom Fields
Sync Assignment	`FX5__Sync_Assignment__c`	Master Sync (Back Office)	Controls which records are assigned to users or crews for synchronization, determining the scope of data downloaded and kept in sync for FieldFX Mobile and Back Office users.
Sync Configuration	`FX5__Sync_Configuration__c`	Master Sync (Back Office)	This controls which data the mobile client users will receive when they sync. Users will only get information related to the offices listed here.
Sync Event	`FX5__Sync_Event__c`	Master Data (Back Office)	Records individual sync events and errors generated during FieldFX data synchronization, providing detailed diagnostics for troubleshooting and support.

Mobile Sync Log

FX5__Mobile_Sync_Log__c

Master Data (Back Office)

The Mobile Sync Log object is used to track the logs of mobile syncs every time a mobile device syncs with Back Office.

It records a summary of each FieldFX Mobile sync operation, providing administrators with visibility into sync timing, status, and overall success or failure.

Custom Fields

Sync Assignment

FX5__Sync_Assignment__c

Master Sync (Back Office)

Controls which records are assigned to users or crews for synchronization, determining the scope of data downloaded and kept in sync for FieldFX Mobile and Back Office users.

Sync Configuration

FX5__Sync_Configuration__c

Master Sync (Back Office)

This controls which data the mobile client users will receive when they sync. Users will only get information related to the offices listed here.

Sync Event

FX5__Sync_Event__c

Master Data (Back Office)

Records individual sync events and errors generated during FieldFX data synchronization, providing detailed diagnostics for troubleshooting and support.

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Core Salesforce Objects (Used by FieldFX)

These are Salesforce platform objects leveraged across multiple FieldFX workflows, including Jobs, Tickets, Mobile sync, and reporting. They are not specific to a single feature area but provide foundational data structures and capabilities that support FieldFX’s core functionality and integration with Salesforce. They are automatically installed with FieldFX.

Object Object API Name Primary Module Description Notes

Object	Object API Name	Primary Module	Description	Notes
Account	`Account`	Core		For more information, see: Salesforce Help: Account Objects
Account History	`DevopsActivityLog`	Core
Activity	`Activity`	Core
Attachment	`Attachment`	Core / Shared	Stores legacy file attachments associated with FieldFX records such as jobs, tickets, and logs.
ContentDocument	`ContentDocument`	Core / Shared	Stores Salesforce Files (documents, images, and reports) linked to FieldFX records, supporting attachments, sharing, and mobile access across jobs, tickets, and related workflows.
ContentDocumentLink	`ContentDocumentLink`	Core / Shared	Links Salesforce Files (ContentDocument records) to FieldFX records, enabling attachments, sharing, and mobile access across jobs, tickets, and related workflows.	Files uploaded in FieldFX Mobile or Back Office rely on `ContentDocumentLink` to associate photos, PDFs, and reports with Jobs, Tickets, and other transactional records, regardless of the functional area.
ContentNote	`ContentNote`	Core / Shared	Stores rich‑text notes that can be linked to FieldFX records, enabling users to capture comments and contextual information alongside jobs, tickets, and related workflows.	Notes can be attached to multiple record types and are not tied to a single FieldFX module, which makes it appropriate to group it with other Core Salesforce objects used by FieldFX rather than under Ticketing, Jobs, or Pricing.
CustomFieldInfo	`FX5__CustomFieldInfo__c`	Core	Metadata registry for FieldFX custom fields.	System
CustomObjectInfo	`CustomObjectInfo`	Core	Metadata registry for FieldFX objects.	System
Data Store	`FX5__DataStore__c`	Core	Stores serialized configuration and system data.	System
Deep Copy Request	`FX5__DeepCopyRequest__c`	Core	Tracks deep‑copy operations for records.	Admin tool
Error Log	`FX5__ErrorLog__c`	Core	Captures Apex and flow execution errors.	System diagnostics
Event	`Event`	Core / Shared	Represents a scheduled activity or calendar event that can be related to FieldFX records, enabling date‑ and time‑based tracking of work, appointments, and operational activities.	Events can be related to Jobs, Tickets, Quotes, and other records for scheduling or visibility, making them platform‑level objects rather than feature‑specific FieldFX objects. For standard Salesforce field definitions, see Event Fields - Salesforce Help
Task	`Task`	Core / Shared	Represents an actionable activity or to‑do item that can be related to FieldFX records, enabling tracking of follow‑ups, work items, and operational actions.	For details about standard fields and behavior of the Task object, see Task Fields - Salesforce Help.

Account

Account

Core

For more information, see: Salesforce Help: Account Objects

Account History

DevopsActivityLog

Core

Activity

Activity

Core

Attachment

Attachment

Core / Shared

Stores legacy file attachments associated with FieldFX records such as jobs, tickets, and logs.

ContentDocument

ContentDocument

Core / Shared

Stores Salesforce Files (documents, images, and reports) linked to FieldFX records, supporting attachments, sharing, and mobile access across jobs, tickets, and related workflows.

ContentDocumentLink

ContentDocumentLink

Core / Shared

Links Salesforce Files (ContentDocument records) to FieldFX records, enabling attachments, sharing, and mobile access across jobs, tickets, and related workflows.

Files uploaded in FieldFX Mobile or Back Office rely on ContentDocumentLink to associate photos, PDFs, and reports with Jobs, Tickets, and other transactional records, regardless of the functional area.

ContentNote

ContentNote

Core / Shared

Stores rich‑text notes that can be linked to FieldFX records, enabling users to capture comments and contextual information alongside jobs, tickets, and related workflows.

Notes can be attached to multiple record types and are not tied to a single FieldFX module, which makes it appropriate to group it with other Core Salesforce objects used by FieldFX rather than under Ticketing, Jobs, or Pricing.

CustomFieldInfo

FX5__CustomFieldInfo__c

Core

Metadata registry for FieldFX custom fields.

System

CustomObjectInfo

CustomObjectInfo

Core

Metadata registry for FieldFX objects.

System

Data Store

FX5__DataStore__c

Core

Stores serialized configuration and system data.

System

Deep Copy Request

FX5__DeepCopyRequest__c

Core

Tracks deep‑copy operations for records.

Admin tool

Error Log

FX5__ErrorLog__c

Core

Captures Apex and flow execution errors.

System diagnostics

Event

Event

Core / Shared

Represents a scheduled activity or calendar event that can be related to FieldFX records, enabling date‑ and time‑based tracking of work, appointments, and operational activities.

Events can be related to Jobs, Tickets, Quotes, and other records for scheduling or visibility, making them platform‑level objects rather than feature‑specific FieldFX objects.

For standard Salesforce field definitions, see Event Fields - Salesforce Help

Task

Task

Core / Shared

Represents an actionable activity or to‑do item that can be related to FieldFX records, enabling tracking of follow‑ups, work items, and operational actions.

For details about standard fields and behavior of the Task object, see Task Fields - Salesforce Help.

Back to Module Index

DataGuide Objects

This is a list of the FieldFX objects used by the ServiceMax DataGuide package.

These objects are only usable when the ServiceMax DataGuide package is installed. They are primarily internal / admin‑driven objects rather than end‑user workflow objects.

Object Object API Name Description Notes

Object	Object API Name	Description	Notes
Application Log	`SVMXDG__Application_Log`	Records internal DataGuide processing events and messages, supporting troubleshooting and audit of DataGuide form execution.	Custom Object
DataGuide Form	`SVMDG_DG_Form__c`	Defines a DataGuide form used to drive guided data capture and validation.Root object for a DataGuide definition; active only when the DataGuide package is installed.	DataGuide core
DataGuide Form Version	`SVMDG_DG_Form_Version__c`	Stores versioned definitions of a DataGuide form. Enables version control and lifecycle management of DataGuide forms.	Lifecycle
DataGuide Form Criteria	`SVMDG_DG_Form_Criteria__c`	Defines criteria that control when a DataGuide form is applicable or triggered. Used for conditional execution of DataGuide logic.
DataGuide Form Expression	`SVMDG_DG_Form_Expression__c`	Stores logical expressions evaluated by DataGuide rules. Supports conditional logic and rule evaluation within DataGuide.
DataGuide Form Lock	`SVMDG_DG_Form_Lock__c`	Controls record‑locking behavior enforced by DataGuide rules. Used to restrict edits based on DataGuide validation outcomes.
DataGuide Form Data	`SVMDG_DG_Form_Data__c`	Stores data captured or evaluated by a DataGuide form. Runtime data produced during DataGuide execution.
DataGuide Form Response	`SVMDG_DG_Form_Response__c`	Captures user or system responses generated by DataGuide processing.Represents evaluated outcomes or responses tied to form execution.
DataGuide Report Template	`SVMDG_DG_Form_Report_Template__c`	Defines report templates associated with DataGuide forms. Used for reporting or output formatting related to DataGuide results.

Application Log

SVMXDG__Application_Log

Records internal DataGuide processing events and messages, supporting troubleshooting and audit of DataGuide form execution.

Custom Object

DataGuide Form

SVMDG_DG_Form__c

Defines a DataGuide form used to drive guided data capture and validation.Root object for a DataGuide definition; active only when the DataGuide package is installed.

DataGuide core

DataGuide Form Version

SVMDG_DG_Form_Version__c

Stores versioned definitions of a DataGuide form. Enables version control and lifecycle management of DataGuide forms.

Lifecycle

DataGuide Form Criteria

SVMDG_DG_Form_Criteria__c

Defines criteria that control when a DataGuide form is applicable or triggered. Used for conditional execution of DataGuide logic.

DataGuide Form Expression

SVMDG_DG_Form_Expression__c

Stores logical expressions evaluated by DataGuide rules. Supports conditional logic and rule evaluation within DataGuide.

DataGuide Form Lock

SVMDG_DG_Form_Lock__c

Controls record‑locking behavior enforced by DataGuide rules. Used to restrict edits based on DataGuide validation outcomes.

DataGuide Form Data

SVMDG_DG_Form_Data__c

Stores data captured or evaluated by a DataGuide form. Runtime data produced during DataGuide execution.

DataGuide Form Response

SVMDG_DG_Form_Response__c

Captures user or system responses generated by DataGuide processing.Represents evaluated outcomes or responses tied to form execution.

DataGuide Report Template

SVMDG_DG_Form_Report_Template__c

Defines report templates associated with DataGuide forms. Used for reporting or output formatting related to DataGuide results.

Step-by-Step Guides

Access Object Manager

Access Setup.
Use the Quick Find to search for Object.
Select Object Manager.

Add Notification Checkbox to the Account Object

To enable email notifications for the Email Notifications Admin Tool, a new Notification checkbox must be created and enabled for the Account object and a Notification Config field set up in the Custom Metadata Types.

Click on Account to open that object.
At the Account screen, click on Fields & Relationships.
Click New to add a new field.
For Data Type, select the Checkbox option and click Next.
Enter the following details and click Next:

Field Name Enter…

Field Label

Notification

Default Value

Set to either Checked or Unchecked

Field Name

Notification
Leave the Permission sets with object permissions checkbox checked in the Establish field-level security step. You can also check the Read Access and Edit Access checkboxes.

This list includes permission sets that have Create, Read, Edit or Delete access for this field’s object. If no permission sets have that access for this field’s object, the list includes all permission sets.
Click Next.
In the Add to page layouts step, select the page layouts that should include this field. The field will be added as the last field in the first 2-column section of these page layouts. The field will not appear on any pages if you do not select a layout.

To change the location of this field on the page, you will need to customize the page layout. To change the values that appear, you will need to customize the Record Types.
When finished, either click Save & New to create more custom fields or Save.

Field Name	Enter…
Field Label	`Notification`
Default Value	Set to either Checked or Unchecked
Field Name	`Notification`

Add 'ReportTemplate' Value to Type Picklist

In the Object Manager, find and open the Content Version object.
Select Fields & Relationships to open it.

Use the Quick Find box to search for the specific field.
Find the Type field and open it.
Click Edit to make changes.
Scroll down to the Values section.
Click New to add a new value.

At the Type screen, add ReportTemplate and click Save.

Add one or more picklist values below.

Each value should be on its own line and it is used for both a value’s label and API name.
If a value matches an inactive value’s API name, that value is reactivated with its previous label.
If a value matches an inactive value’s label but not the API name, a new value is created.

At the list of values, click Edit next to the just added ReportTemplate value.
- Ensure that the values in Label and API Name are correct. Select the checkbox in the Default value to make this value the default for the master picklist. In the Chart Color field, it is assigned dynamically but a custom color can be chosen by clicking the palette color icon. Click Save or Cancel if the values are correct.

Create a New Object for FX Forms and eForms

	FX Forms	eForms
Parent	Click here.	Click here.
Child	Click here.	Click here.

FX Forms

eForms

Parent

Click here.

Child

Click here.

Objects

FieldFX Base (Core Platform)

FX E‑Ticketing

eForms

Dispatch & Work Orders

Inventory & Equipment

Time & Labor

Advanced Pricing Module (APM)

System, Sync & Internal Objects

Core Salesforce Objects (Used by FieldFX)

DataGuide Objects

Step-by-Step Guides

Access Object Manager

Add Notification Checkbox to the Account Object

Add 'ReportTemplate' Value to Type Picklist

Create a New Object for FX Forms and eForms

Recommended Reading