When setting up FieldFX, refer to these pages:

  • FX Settings
    The FX Settings are global settings that control how select FieldFX features work.

  • Login Settings
    Set security policies for login passwords, enable admins to log in as users, and set up trusted networks.

  • Personal Settings
    You can change your login password, security question, time zone, language, currency, and change the tabs in Salesforce classic and in the Salesforce Lightning Experience.

  • Sharing Settings
    Sharing settings control record access. You can use organization-wide sharing defaults to lock down record access to the most restrictive level. Also you can use the role hierarchy, sharing rules, and manual sharing to expand record access.