FXL Components Overview
Basics
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FieldFX Lightning (FXL) Components are available through the FieldFX Lightning Managed Package.
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You can use the FXL Components in FieldFX Back Office when using Lightning Experience.
You must enable Salesforce My Domain prior to setting up, configuring, or using FXL Components. -
Optionally, configure custom labels for the Lightning Component.
Getting Started
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Set up and configuration of FXL Components is accomplished with the functionality of the Salesforce Lightning AppBuilder.
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All FXL Components must be dropped on a FieldFX record page.
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Configurable FXL Components require you to obtain the API name of objects as part of the set up process.
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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
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Switch to Lightning Experience
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From the page, click the gear icon and select Edit Page to access the Lightning AppBuilder
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From the list of available Custom or Custom Managed Lightning Components, drag the FXL Component to where you want it on the record page
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Click Save
Obtaining an API Name From the Object Manager
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Access Setup in a new browser tab or window
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Complete one of the following:
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Obtain the API name of a Salesforce object
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Access the Details tab of the object in the Object Manager
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Copy the API name from the API Name field
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Obtain the API name of an object field
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Access the Fields & Relationships tab of the object in the Object Manager
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Copy the API name of the field from the FIELD NAME column.
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Paste the API name into the applicable field in the original browser tab or window
Working with Records in Lightning
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Each record in the FieldFX Lightning Managed Package currently has a Details and Related tab.
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Each editable field in a record has field-level help defined, which you can access by hovering your mouse over the i icon.
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For records in the FieldFX Lightning Managed Package, you can:
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Edit record details
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Add related items
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Recommended Reading
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Learn how to setup an FXL Data Grid.
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Learn how to setup FXL Bulk Edit for use with the FXL Data Grid.
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Learn how to setup FXL Stage Pricing for use with the FXL Data Grid.
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Learn how to setup the FXL Report Viewer.
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Learn how to setup an FXL Workflow.
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Learn how to setup an FXL Quote to Job.