Add Sync Profile in Back Office for Selection

Once you have created the new Sync Profile, it needs to be made available for selection. The process involves adding the new sync profile to the Mobile Sync Profile Custom Metadata Type and then select the sync profile to the user’s record.

Add the Mobile Sync Profile Value to the Mobile Sync Profile Value in the User Object

  1. In your org’s Setup, enter Object in the Quick Find box.

  2. Select Object Manager.

  3. In the Quick Find box, enter User.

  4. Select User and then Fields & Relationships.

  5. In the Quick Find box, enter mobile.

  6. Select Mobile Sync Profile.

  7. In Mobile Sync Profile (Managed), scroll down to the Values section.

  8. Select New and then add the name of the sync profile you created as a picklist value.

    For the name, use underscores instead of spaces.

    Example 1. Use Underscores
    Sync Profile Name must be Sync_Profile_Name

    Click Save.

    Each value should be on its own line and it is used for both a value’s label and API name. If a value matches an inactive value’s API name, that value is reactivated with its previous label. If a value matches an inactive value’s label but not the API name, a new value is created.

  9. Continue with adding the sync profile to the user.

Add Sync Profile to User

  1. In your org’s setup, type user in the Quick Find box.

  2. Select Users.

  3. In Users, click Edit next to the profile that needs access to the sync profile.

  4. In the user’s record, scroll down to the FieldFX section.

  5. Click in the Mobile Sync Profile dropdown and select the sync profile.

  6. Click Save.

    Now that user can log into the FieldFX Mobile App.