Sync Profile Manager Admin Tool - Setup & Configuration

This topic covers the setup and configuration requirements for the Sync Profile Manager Admin Tool.

Platform / Feature Compatibility

The admin tool works only with the new FieldFX Mobile app and isn’t not supported in the legacy/web FieldFX Mobile.

Admin Access & Permissions

To use the admin tool, ensure the following:

Full Object & Field Access

Full access to all relevant Salesforce objects and fields otherwise created profiles can be incomplete (missing data in the sync digest)
Full CRUD access to all objects and fields assigned through SPM including transactional objects (Jobs, Ticket, Quotes) and lookup objects (Accounts, Contacts, Equipment, Price Books, etc.)
Lacking permissions on any object or field causes those records not to sync to mobile even if they are in the profile

Permission Sets

FieldFX Admin permission set and any additional permission sets granting access to:
- Sync Profile Manager
- Objects like FX5__Job__c, FX5__Ticket__c, FX5__Price_Book__c, FX5__Job_Log__c, and related items

Custom Object

Grant access to the Mobile Object Layout custom object FX5ffxMobile_Object_Layoutc+

Mobile Layout & Related Objects

Grant permissions to manage these objects:

Mobile Object Layouts
Page/List/Search Layouts
Lookup layouts for Mobile app objects

Profile Assignment & Global Layouts

Have the ability to assign sync profiles to users and create plus propagate global layouts across multiple profiles

Salesforce Admin-Level Rights

The admin must have permission to configure:

Background/Auto Sync settings
SOQL filters for data segmentation

Org Prerequisites

Config Background/Auto Sync (for upload/download cadence) per the Mobile app. This is required for customers migrating from older Sync versions and recommended for consistent tool behavior.
Use SOQL filters (not AltSync formulas) for data segmentation that is included in sync profiles.
Verify the standard sync flags and fields used by sync logic are enabled and available to the admin who is setting the profiles.

Access the Admin Tool

Access the Admin Tool in the Admin Dashboard.

The tool user setting up sync profiles must be an Admin user with access to all data which may be missing in the digest.

Data & Security Model Implications

Data Access is determined by the Sync Profile rather then a user’s Salesforce profile permissions. The tool must be used to grant Mobile access to objects/fields and records.

The only Salesforce security dependency is the admin’s own access while configuring the tool.

Common Object/Layout Dependencies

When enabling new features (such as for Job Logs), the admin adds the required custom objects to the sync profile and updates the Salesforce page layouts (in Object Manager) for related lists. Also, the admin defines and applies lookup/layouts and filters then publishes the sync profile changes.