Setup Sync Profile Manager for the FieldFX Mobile App

You can use the FieldFX Sync Profile Manager Admin Tool to set up Mobile User Sync Profiles.

If setting up Sync Profiles using the FieldFX Mobile App and adding a sync profile to a user, use the Sync Profile Manager.

If using legacy FX Mobile, sync profiles must be set up using Sync Profile Wizard Admin Tool.

  • As a general rule to improve sync speeds, follow these recommendations:

    • Use the SOQL filter option to segment data instead of using an AltSync flag, as the SOQL filter is more efficient

    • To archive no longer needed, use the Archive checkbox and then in the SOQL filter as a criteria for eliminating these records

    • Limit the records that users see in Mobile by choosing to sync only objects that are relevant to the user in Mobile

      • The objects a user needs to either create records for or select a record via a look-up

    • Use the job and price book sync assignment to limit the number of jobs and price books the user sync to mobile.

  • Limits:

    • The new app limits the number of synced records to 200 by object for the Job, Tickets and Parent eForm objects. Child records do not have a limit.

For a description of the layout in the Sync Profile Manager Admin Tool, see Sync Profile Manager Layout.

What is a Sync Profile?

A sync profile is a configuration that determines how data is synchronized between FieldFX Mobile App and Back Office. Each mobile user must be assigned a sync profile. It’s required now but was optional in the FX Mobile. Sync profiles control what data gets sent, received, and updated during a sync process. The admin determines the data (records) and metadata (objects and fields) a user with a sync profile sees in Mobile.

In the FieldFX Mobile App, the following mobile user with a sync profile can:

  • Use a single license with different profiles in mobile vs. Back Office. The user sees everything in back office but only the tiny sliver of data they need while in mobile.

  • Experience Faster syncs in the app and more precision about how the sync downloads data to the Mobile device.

With the FieldFX Sync Profile Wizard Admin Tool, the admin can:

  • Create, Copy, and Assign a profile to a user

  • Manage page, list, and search layouts

  • Define sObject filters for main objects and lookups

  • Propagate sObject changes across multiple profiles at once

The Sync Assignment Tool in FieldFX has been improved for price books and jobs. Custom fields and automatic sync assignment creation based on sync profile and user setup are supported.

To ease the transition from a previous user sync profile compatible to the FieldFX Mobile App, the admin can use tools to migrate the sync profile.

Ensure that each mobile user has an assigned sync profile. See Assign a sync profile to a Mobile User.

Use SOQL Filters

For a summary of why SOQL is better than using the AltSync filter, see Use SOQL over AltSync.

To create a SOQL filter:

  1. Access the Sync Profile Wizard from the Admin Portal in Back Office.

  2. At the Welcome to Sync Profile Wizard main screen, choose the Sync Profile you want to add the SOQL filter to in the Active Profile dropdown.

  3. Click on the object on the side menu to have the SOQL filter.

  4. Under Filter Records, click the SOQL Filter tab.

  5. In the SOQL Filter input box, enter the SOQL text for the filter.

    Make sure you have an understanding of SOQL and constructing SOQL statements.
    For performance reasons, don’t use the AltSync field in the SOQL filter if the AltSync field is a formula field.
    Example 1. Common SOQL Filters

    These common SOQL filter examples could be useful to a mobile user.

    The SOQL Filter box has already encoded SELECT <FIELDS> FROM <Name of object> WHERE. You only need to enter the operation. For the SOQL filter to be valid, the column you reference must exist on the SOQL Object. These are example SOQL filters. The object names and parameters may differ depending on how your org is set up. Always validate your SOQL filter before activating it.
    Use Case Object Sample SOQL Syntax
    (Customize with the specifics for the filter.)

    Filter jobs in Indiana

    FX5__Job__c

    		 
    FX5__Site_State__c = `Indiana`

    Filter jobs by category

    		 
    FX5__Category__c = 'Service'

    Filter jobs by warehouse

    		 
    FX5__Warehouse__c = '<name of warehouse>'

    Filter jobs by priority

    		 
    FX5__Priority__c = 'Medium'

    Show cancelled jobs

    		 
    FX5__Status__c = 'Cancelled'

    Show if what price books are active

    FX5__Price_Book__c

    		 
    FX5__Is_Active__c = TRUE

    Is the price book item archived?

    FX5__Price_Book_Item__c

    		 
    FX5__IsArchived__c = TRUE

    Is the price book item Quantity 1?

    		 
    FX5__Minimum_Quantity__c = 1

    Retrieve tickets
    created in the last week

    FX5__Ticket__c

    		 
    CreatedDate = LAST_N_DAYS:7

    Filter tickets linked to specific jobs

    		 
    FX5__Job__c IN (`<Job 1 ID>`,`Job 2 ID`)

    Filter tickets in progress

    		 
    FX5__Status__c = 'In Progress'

    Include only approved tickets

    		 
    FX5__Approval_Status__c = 'Approved'

    Exclude completed ticket

    		 
    FX5__Status__c NOT IN (`Completed`, `Closed`)

    Filter ticket items by type

    FX5__Ticket_Item__c

    		 
    FX5__Item_Type__c = `Material`

    Filter ticket items linked to a ticket

    		 
    FX5__Ticket__c = `<Ticket ID>`

    Include only billable ticket items

    		 
    FX5__Billable__c = TRUE

    Exclude ticket items with 0 quantity

    		 
    FX5__Quantity__c > 0

    Filter by items created in the last month

    		 
    CreatedDate = LAST_N_DAYS:30

    Lookup Objects

    Account

    		 
    Website = '/www.yahoo.com'
    		 
    FX5__NumberofLocations__c = 1

    Equipment

    		 
    FX5__Location_Text__c = 'here'

    User

    		 
    Title = 'CEO'
    These are example SOQL filters. The object names and parameters may differ depending on how your org is set up. Always validate your SOQL filter before activating it.

  6. Click Validate to ensure the SOQL is correct.

  7. If the SOQL is validated, click Save to save the filter.

  8. Continue with Schedule Sync Staged Data Setup in the Sync Profile Wizard.

Schedule Sync Staged Data Setup in the Sync Profile Wizard

For more on Staged Data, see Staged Data.

You want to use a specific user to perform the Sync Staged Data only and not the user currently logged in. See Run Sync Staged Data As.

If you made changes to any of the sync profiles, update the sync data:

  1. In the Sync Profile Wizard Admin Tool, click Sync Staged Data Setup if you want to create the Staged Data now.

  2. In the Prepare Sync Data for Default Profile block, click Prepare Sync Data

    The SyncStagedDate job will immediately run to update the sync profile in Back Office. The records, if any, in the Staged Data object are overwritten with the updated records.

    Preparing Sync Data Spinner
    Processing Sync Data Spinner
    Processing files for Sync Data
    To schedule the Sync Data for later, click Schedule and set the date and time if available.

Recommended Reading

For more information, see:

FieldFX Documentation Salesforce Documentation

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