FXL Components Overview


Getting Started

  • Set up and configuration of FXL Components is accomplished with the functionality of the Salesforce Lightning AppBuilder.

  • All FXL Components must be dropped on a FieldFX record page.

  • Configurable FXL Components require you to obtain the API name of objects as part of the set up process.

  • As part of the first setup of an FXL Component on a page, you must activate the configuration of the page as Org default.

Dropping an FXL Component on a FieldFX Page

  1. Access FieldFX Back Office

  2. Switch to Lightning Experience

  3. From the page, click the gear icon and select Edit Page to access the Lightning AppBuilder

    Highlightning the Edit Page link from the menu
  4. From the list of available Custom or Custom Managed Lightning Components, drag the FXL Component to where you want it on the record page

    Example of dragging FXL Data Grid to the page
  5. Click Save

Obtaining an API Name From the Object Manager

  1. Access Setup in a new browser tab or window

  2. Complete one of the following:

    1. Obtain the API name of a Salesforce object

      • Access the Details tab of the object in the Object Manager

      • Copy the API name from the API Name field

        Where to find the API Name for an object
    2. Obtain the API name of an object field

      • Access the Fields & Relationships tab of the object in the Object Manager

      • Copy the API name of the field from the FIELD NAME column.

        Where to find the API name for a field
  3. Paste the API name into the applicable field in the original browser tab or window

Activating the Page Configuration as Org Default

  1. Click Activation

    Activation button
  2. Click Assign as Org Default

    Activation page’s Assign as Org Default button
  3. Click Save

    Set as Org Default page’s Save button

Working with Records in Lightning

Editing Record Details

  1. From the Details tab of the record, click Edit

    A Job record’s Edit button
  2. Update the details of the record

  3. Click Save

    An Edit Job window’s Save button
  1. From the Related tab, click New for the related item you want to add to the record.

    Reloated tab’s New buttons
  2. Select the record type for the item if asked to and click Next.

    New record’s Record Type Save button
  3. Complete the details for the record

  4. Click Save

    New record’s Save button