Staged Data

Staged Data in FieldFX is information prepared and organized for use within the org but not yet fully committed to production. It is typically imported from external sources (like spreadsheets and third-party systems) and resides in a temporary or intermediate state where it can be reviewed, modified, or validated before being finalized.

FieldFX Staged Data act as a buffer ensuring only clean, accurate, and complete information is added to a live environment. Quality and reliability is maintained of the system’s data.

Key Aspects

Staged data includes:

Validation:

Staged Data is checked ensuring all system requirements are met like proper formatting, consistency, and completeness. Errors or discrepancies can be identified and corrected here.

Temporary State:

Data remains in a holding area that is separate from the live production environment avoiding accidental overwrites or data corruption.

Review/Approval:

Users or admins can review the data, adjust the data, and confirm the accuracy before it’s integrated into the FieldFX system.

Integration:

After approval, the data can be pushed into production to update or enhance records like customer information, job details, or pricing updates.

Process:

This ensures a controlled and organized method for updating system data, reducing error risk, and overall data integrity improvement.

Staged Data List Layout

The default layout for staged data records is in the following columns:

Column Name Description

StagedData Name

The name of the individual staged data record.

Profile

The sync profile that has this record.

SObjectType

The name of the SObject.

Digest URL

This URL is used to view detailed information about the specific data set like its content, status, and validation results. You can use the link to examine the data in a readable format to help verify its accuracy and completeness.

Bulk URL

This URL is used for operations involving multiple staged data records. You can use the URL to examine the data in a readable format.

Edit Options

If you have the right permissions, click and select from one of the options:

Dropdown options

Step-by-Step Guides

With Staged Data, you can:

Run Sync Staged Data As

When changing Staged Data in the Sync Profile Wizard, the user changing the data shouldn’t be the same user who syncs data to to users with a specific sync profile. There should be a specific user just used to sync the staged data.

In the Sync Profile Wizard, you can run the Sync Staged Data as that specific user.

Complete these in order before moving on:

  1. Create the Sync Staged Data Admin Data User.

  2. Set User’s License Assignments.

  3. Create and Assign New Permission Set.

  4. Run the Sync Profile Wizard.

Create the Sync Staged Data Admin Data User

  1. In your org’s Setup, enter user in the Quick Find search bar.

  2. Select Users and click New User.

  3. At the New User screen, complete the information under General Information.

    Field Action / Description

    First Name

    Enter a unique name for the user.

    Since this is for the Sync Staged Data admin, use Sync Staged Data for the first name
    and Admin for the last name.

    Last Name
    (Required)

    Alias
    (Required)

    Enter a nickname.

    Email
    (Required)

    Enter an email address for the user.

    Set the email address to that of the system administrator.

    Username
    (Required)

    Set to something like fieldfx_sync_staged_data_admin@do_not_delete.com

    You don’t need to use this exact username but setting it like this can act as a reminder to the purpose of the user. The system admin will receive an email asking them to verify and reset the user password. Keep the password easy to remember, you will need it later.

    User License

    In the dropdown, set to Salesforce Platform.

    Profile

    In the dropdown, set to FX Back Office v2

    This user must have access to the FX5 license.

  4. Click Save.

    The email address you entered above receives an email from Salesforce asking you to verify the user’s account.

  5. Click Very Account to launch a browser window to your account and to step through entering a new password.

    Keep the password easy to remember and record it since it might be needed later.

  6. Continue with Set User’s License Assignments.

- Back to Step-by-Step Guides -

Set User’s License Assignments

  1. In the user’s record, click Permission Set Group Assignments.

  2. In Permission Set Group Assignments, click Edit Assignments.

  3. Click the permission set group in the Available Set Groups list and then click → to add it to the Enable Permission Set Groups list.

  4. When finished, click Save to return to the main user’s record page.

- Back to Step-by-Step Guides -

Create and Assign New Permission Set

You will need to create a new permission set called FieldFX_StagedDataPermissionSet.

Name the permission set as above or only users with that permission set will be able to run as in the Sync Profile Wizard.

  1. In the org’s setup, type Perm in the Quick Find search box.

  2. Select Permission Sets and at Permission Sets, click New.

    1. Enter FieldFX_StagedDataPermissionSet for the Label.

      The API Name field is automatically filled in.

    2. Under Select the type of users who will use this permission set, set the License dropdown to Salesforce Platform.

  3. Click Save.

    The new permission set appears in the list.

    Set all the appropriate lookup types to View All and set Read access to all the needed fields for syncing.

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Sync Profile Wizard

Sync Profile Wizard version 97 is required to use the Run As function.

Check to see which version of the Sync Profile Wizard you are running.

Continue on with Create Staged Data in the Sync Profile Wizard.

Create Staged Data in the Sync Profile Wizard

  1. In your org, use the App Finder to select SMFX E-Ticketing.

  2. Use the App Finder to select Admin Dashboard.

    Click to expand TIP

    If you use the Admin Dashboard frequently, you can add that entry to the nav bar for one-click access:

    1. Click Edit icon.

    2. At the Edit <name of module> App Navigation Items, click Add More Items.

    3. Under Available Items, click All.

    4. For example, to add the Admin Dashboard, click Admin Dashboard.

      The Add to Selected.

    5. Click Add x Nav Item(s).

      x is the number of nav items.

      The Admin Dashboard item (or the item you chose) is in italics appears at the bottom of the list.

    6. Use the Selected Menu Item to move the added items to the desired position on the nav bar.

    7. Click Save.

      The new items appear on the nav bar.

  3. Click Sync Profile Wizard.

  4. After you’ve made changes to the sync profile, click Sync Staged Data Setup.

  5. Click Prepare Sync Data which starts the SyncStagedData job.

    Anytime you change a profile, update the sync data files.

    The sync data starts processing:

    FXM SyncProfileWiz ProcessingSyncData1of19

    Once finished, the sync data can be viewed in Back Office. See Access Staged Data in FieldFX Back Office.

- Back to Step-by-Step Guides -

Access Staged Data in FieldFX Back Office

You can see the staged data once its created in the Sync Profile Wizard.

  1. Use the App Launcher and type stage.

  2. Select Staged Data.

  3. To see all the staged data records, select the dropdown and choose All.

    All the records for the staged data appears in a list.

- Back to Step-by-Step Guides -

Recommended Reading

For more information, see:

FieldFX Documentation Salesforce Documentation

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