Admin Portal Tools
Introduction
With the Admin Portal, system administrators can access user-friendly screens to manage various aspects of the FieldFX system. You can access functions such as user access, workflows, price book rules, and FX Logs viewers and Sync Events Viewers.
| The Admin Portal Dashboard is a responsive design. Depending on your device or browser tab size, the tool buttons might not be in the same place. |
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You can’t access FX Logs from under the Sync block while you are in Back Office. You can access FX Logs in a separate tab.
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| For version updates to the tools on the Admin Portal, see Admin Portal Updates. |
Prerequisites
These permission sets are required to |
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To use the Admin Portal, the user profile must have one or more of these custom permissions: |
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You will also need to set up access to the Admin Tools and Salesforce Tab Access.
Grant Access to Admin Tools
Anyone with the ability to edit or update your org’s Static Resource files can access the Admin Portal.
| You can only grant the Permission Sets or Profiles to users with a Salesforce license. |
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From Setup, enter
Permission Setsin the Quick Find box, then select Permission Sets.Similar steps can be used for granting access through a Profile instead. Search for Profilesin Setup’s Quick Find box, then select Profiles. -
Click the permission set link for the Permission Set Label you need to modify.
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Scroll to the bottom of the page and select System Permissions.
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Click Edit Properties.
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Mark the Enabled checkbox for Customize Application.
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Click Save.
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For other needed permission sets or profiles, repeat the above steps.
Set Up an Admin Portal Tab in Salesforce
You can add a Visualforce page to access the Admin Portal from within Salesforce.
Add a Visualforce tab
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From Setup, enter
Tabin the Quick Find box. -
Select Tabs.
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Scroll down to the Visualforce Tabs section, and select New.
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Make the following selections in Step 1:
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Visualforce Page: Admin Dashboard
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Tab Label: Admin Portal
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Tab Name: accept the default Salesforce profiles
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Tab Style: Select your preferred icon and tab color
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Click Next.
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With the radio option for Apply one tab visibility to all profiles selected, select Tab Hidden.
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Select Apply a different tab visibility for each profile and then select Default On for each profile that needs access to the Admin Portal.
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Select Next.
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Deselect Custom Apps that do not need to include the tab.
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Select Save.
Access the Salesforce Tab
Once created, users for the profile(s) with access can go to the Admin Portal from the App Launcher in Salesforce.
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Select the 9 dot app launcher.
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Enter
Adminin the search bar, then select Admin PortalThe Admin Portal displays within the Salesforce tab, logged in as the user.
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You can add the Admin Dashboard to the tabs across the top in the Lightning Experience.
The Admin Dashboard tab appears in the tab bar. |
Multiple Logins
The Admin Portal supports multiple logins, making it easy to manage changes across sandbox and production environments. Log in to multiple environments, then use Switch User to change which user is active.
Step by Step
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Log in to the Admin Portal for an environment as normal.
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From the Dashboard or any of the Admin Portal tools, select the user icon at the top right corner of the screen.
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Select Switch User.
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Select an existing user session to switch to or Select Production or Sandbox to add an additional log in and switch to that user.
Admin Portal Dashboard
| Depending on the user’s permissions, some options may not appear. The user must have these Custom Permissions to access the dashboard. |
The dashboard has these sections and links to the tools grouped in that section:
| Information Panels | Sync | Mobile Tools | Pricing Tools |
Security | Miscellaneous | Additional Tools |
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Information Panels
The Admin Portal has information panels where you can review information about your Salesforce org and API Limits.
| Block | Description |
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You can see the instance your org is on, whether it is on a production or sandbox environment, and what release your org is using. These fields are read-only and can’t be changed here. |
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To see more details about your org’s API limits, click Review All Limits. |
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To access the Admin Portal documentation. You will need your Production Org credentials, click FieldFX Documentation. |
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Support |
To submit a support case to ServiceMax support, click Submit a Case. |
Sync
This section of the Admin Portal dashboard contains these tools:
| Tool | Description |
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To display sync events, analyze slow syncs, and review sync errors, use FX Logs. |
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With Sync Event Viewer, you can display sync event errors by user, modify sync events to correct errors, and preprocess modified events. To see the latest release notes, click this link. |
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With Sync Configuration Wizard, you can:
To see the latest release notes, click this link. |
Mobile Tools
In this section of the Admin Portal, Mobile Tools contain the following tools:
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Pricing Tools
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Security
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See what kind of permissions a user has to a particular record with the Record Access Check tool. |
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Miscellaneous
This section contains these admin tools:
| Tool | Description |
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Additional Tools
| Tool | Description |
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Recommended Reading
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Permission Sets - Learn more about using Permission Sets
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User Profiles - Learn more about using User Profiles