Access FieldFX Mobile App

Prerequisites

To setup and use FieldFX Mobile, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

You can download the FieldFX Mobile App from your device’s app store.

If you are an Admin, do not assign FieldFX mobile users the System Administrator profile in back office.

Step-by-Step Guides

After you sign-in, you can

Sign in to FieldFX Mobile App

  1. Navigate to the app on the device and tap it to launch.

    FieldFX Mobile App logo image
  2. At the login screen, tap Sign In to login.

  3. Enter the user Salesforce credentials, then tap Log In.

  4. After logging in, the Job screen appears as normal.

Switch to a Different Org

Users can access the production org, any sandbox org, or a custom domain to which they have valid credentials.

  1. After launching the app, tap Configure Sign In in bottom corner of the app.

  2. Choose the domain shown.

    The following screenshot was taken on an Android tablet in landscape orientation. The same screen on the Windows version and the iPad version look the same and function the same.
    Domain Selection
    If you want to add/login to…​ Select

    Production

    Production
    https://login.salesforce.com

    Sandbox

    Sandbox
    https://test.salesforce.com

    A custom domain

    Custom Domain Name
    Custom Domain URL

    + Add Custom Domain

    See Define a Custom Domain

Define a Custom Domain

Some orgs use a Custom Domain to access FieldFX to take advantage of Single Sign On capabilities.

If you use Mobile Device Management (MDM) software, you can manage custom domains through the MDM solution.
  1. At the FieldFX Mobile App Domain Selection screen on the device, tap the Add Custom Domain link.

  2. At the Add Custom Domain modal, enter the Name for the Custom Domain and the Server Address to use for logging in, then click Save.

  3. The custom domain is available to select as the environment to use when logging in.

Perform a Sync

When you log into FieldFX Mobile App, a sync is automatically performed. A sync doesn’t need to be performed.

If you want to perform a manual sync, tap image::FXM_Menu_Icon.png[Menu Icon] and select Sync Now.

Use Sync Diagnostics

If you want to diagnose the sync, tap image::FXM_Menu_Icon.png[Menu Icon] and select Sync Diagnostics.

The Sync Information window displays the following:

  • Current logged in user’s profile

  • Version number of the app being used along with the date, time, and duration of the sync

  • Any pending changes

  • Any pending analytics events

  • Any sync errors

There are three links:

  • Full Sync Now - Performs a full sync

  • View Manifest - Opens the specific technical details

    This will be useful to Support if you encounter problems.
  • View Logs - Opens a new window to view specific log details

    This will be useful to Support if you encounter problems.