FX E-Ticketing Module Setup

Prerequisites

To set up the FX E-ticketing module, you need the following permissions:

System Administrator permissions for Salesforce

Configure Basic Settings

Go to https://login.salesforce.com.
Log in as a user who has the System Administrator user profile.
Switch to Salesforce Classic.
Enable Notes.
1. From Setup, enter Notes in the Quick Find box, then select Notes Settings.
2. Select the checkbox to Enable Notes, then click Save.
Select layout options:
1. From Setup, enter user interface in the Quick Find box, then select User Interface.
2. Select to enable the following options if not already enabled:
  - Enable Inline Editing
  - Enable Enhanced Lists
  - Enable Enhanced Page Layout Editor
  - Enable Improved Setup User Interface
  - Enable Advanced Setup Search (Beta)
3. Deselect to disable the following if currently enabled:
  - Enable Salesforce Notification Banner.
4. Click Save.
5. From Setup, enter user manage in the Quick Find box, then select User Management Settings.
6. Select Enabled next to the following:
  - Enable Enhanced Profile List Views
  - Enable Enhanced Profile User Interface
Enable Translation Workbench:
1. From Setup, enter translation in the Quick Find box, then select Translation Settings.
2. Click Enable.
Select lookup options:
1. From Setup, enter search settings in the Quick Find box, then select Search Settings
2. Under Lookup Settings, select the following:
  - Enhanced Lookups
  - Lookup Auto-Completion
3. Click Save.

Install FieldFX

Contact Support to get installation links and passwords for the following:
- FieldFX Base Package
- FieldFX Standard Calculations Package
Open your email app.
Install the FieldFX Base Package:
1. Click the installation link you received for the FieldFX Base Package.
2. Enter the password you received.
3. Select Install for Admins Only.
4. Click Install.
  
  If the Approve Third-Party Access message displays, select Yes and click Continue.
5. Click Done.
  
  You will receive an email confirmation once the installation finishes.
Install the FieldFX Standard Calculations package:
1. Click the installation link you received for the FieldFX Standard Calculations Package.
2. Under What if existing component names conflict with ones in this package, select Do not install.
3. Select Install for Admins Only.
4. Click Install.
5. Click Done.

Update the Account Page Layout

From Setup, enter account in the Quick Find box, then select Page Layouts.
Click Edit next to Account Layout.
Complete the following:
1. Move to the toolbar.
2. Drag Section above the Address Information section
  .
  The Section Properties window displays.
3. In Section Name, enter FieldFX Details.
4. In Layout, select 2-Column.
5. Click OK.
6. On the toolbar, enter account record in Quick Find
7. Drag Account Record Type into the FieldFX Details section
  .
8. On the toolbar, enter sync in Quick Find.
9. Drag Sync to Mobile into the FieldFX Details section.
  
  The FieldFX Details section should now display as follows:
10. Click Save on the toolbar.

Update the Contact Page Layout

From Setup, enter contact in the Quick Find box, then select Page Layouts.
Click Edit next to Contact Layout.
Complete the following:
1. Move to the toolbar.
2. Drag Section above the Address Information section.
  
  The Section Properties window displays.
3. In Section Name, enter FieldFX Configuration.
4. In Layout, select 2-Column.
5. Click OK.
6. On the toolbar, enter office in Quick Find.
7. Drag Office into the FieldFX Configuration section.
8. On the toolbar, enter available in Quick Find.
9. Drag Available for Field Work into the FieldFX Configuration section.
10. On the toolbar, enter job title in Quick Find.
11. Drag Job Title from Catalog into the FieldFX Configuration section.
  
  The FieldFX Configuration section should now display as follows:
12. On the toolbar, enter user in Quick Find.
13. Drag User into the Contact Information section.
14. Click Save on the toolbar.

Configure FX Settings

From Setup, enter custom settings in the Quick Find box, then select Custom Settings.
Click Manage next to FX Settings.
Click New.
Complete the following:
1. Select Profile or User as the Location in FieldFX where the setting will apply and then select the specific profile or user to refine the location.
2. Select Auto Follow Job and Ticket so that files attached to jobs and tickets in FieldFX Back Office sync to FieldFX Mobile.
3. In TktItemBldr PBI MaxFlyoutWidth, specify a width to control how far across the page the Item picker displays on the Ticket Item Builder.
  
  Use a width between 500 and 1000 for optimum performance.
4. In PBItem Bldr CatalogItem Max FlyoutWidth, specify a width to control how far across the page the Catalog Item picker displays on the Price Book Builder.
  
  Use a width between 500 and 1000 for optimum performance.
5. Click Save.

Upload the en_US Static Resource

From Setup, enter static in the Quick Find box, then select Static Resources.
Download the en_US file.
Extract the file and save it to your local computer.
Move back to FieldFX Back Office.
Click New.
Complete the following:
1. In Name, enter en_US.
2. In Cache Control, select "Public".
3. Click Choose File.
4. Select the en_US file you downloaded.
Click Save.

Configure Jobs

Configure the Job object:
1. From Setup, enter object in the Quick Find box, then select Objects.
2. Click Job.
3. Define the types of Job records:
  1. Under Record Types, click New.
  2. In Existing Record Type, select "Master".
  3. In Record Type Label, enter the name of a job type.
  4. Select Active.
  5. Select Enable for Profile.
  6. Click Next.
  7. In Apply one layout to all profiles, select "Job Layout".
  8. Click Save & New.
  9. Repeat as necessary for other Job record types. Once you finish adding job types, click Save and then click Back to Custom Object: Job at the top of the page.
4. Define Business Segments.
  1. Under Custom Fields & Relationships, click Segment.
  2. Under Picklist Options in Values, click New.
  3. Enter business segments, with each value on its own line.
  4. Select the Record Type Name checkbox.
  5. Click Save.
5. Remove extra Price Book fields.
  1. Click Fields & Relationships.
  2. In the Quick Find box, type Price Books.
  3. Use the arrow to the right of the field with the Field Name FX5__Price_Book2__c (no underscore between Book and 2) to delete the field.
    
    Do not delete the field with the Field Name of FX5__Price_Book_2__c.
  4. Use the arrow to the right of the field with the Field Name FX5__Price_Book3__c (no underscore between Book and 3) to delete the field.
    
    Do not delete the field with the Field Name of FX5__Price_Book_3__c.
Configure the Job Contact object:
1. From Setup, enter object in the Quick Find box, then select Objects.
2. Click Job Contact.
3. Under Custom Fields & Relationships, click Role on Job.
4. Under Picklist Options in Values, click New.
5. Enter job roles, with each value on its own line.
6. Click Save.
7. Complete the following for every unused item:
  1. Under Picklist Options in Values, click Del next to the item.
  2. Click OK.

Configure Tickets

Configure the Ticket object:
1. From Setup, enter object in the Quick Find box, then select Objects.
2. Click Ticket.
3. Under Record Types, click New.
4. In Existing Record Type, select "Master".
5. In Record Type Label, enter the name of a ticket type.
6. Select Active.
7. Click Next..
8. In Apply one layout to all profiles, select "Ticket Layout"
9. Click Save & New.
10. Repeat steps c to i as necessary. Click Save once you finish adding ticket types.
Configure the Ticket Log object:
1. From Setup, enter object in the Quick Find box, then select Objects.
2. Click Ticket Log.
3. Under Custom Fields & Relationships, click Category.
4. Under Picklist Options in Values, click New.
5. Enter Ticket Log categories, with each value on its own line.
6. Click Save.
7. Complete the following for every unused item:
  1. Under Picklist Options in Values, click Del next to the item.
  2. Click OK.

Configure Statuses

From Setup, enter object in the Quick Find box, then select Objects.
Click Status.
Complete the following:
1. Under Custom Fields & Relationships, click SObject Record Type.
2. Under Picklist Options in Values, click New.
3. Enter job types and ticket types, with each value on its own line.
  
  Enter the record type name for an item and not its label.
  
  Remember, record type names use underscores for spaces between words or numbers.
4. Click Save.
5. Click Back to Status at the top of the page.
Complete the following:
1. Under Custom Fields & Relationships, click SObject.
2. Under Field Dependencies, click Edit next to SObject Record Type.
3. Hold down Ctrl, select job types in the Job__c column, and select ticket types in the Ticket__c column.
  
  You can select whole columns by clicking the column headers.
4. Under Picklist Options in Include Values.
5. Hold down Ctrl and select unused items.
6. Click Exclude Values.
7. Click Save.
8. Click Back to Status at the top of the page.
Complete the following:
1. Under Record Types, click Job.
2. Click Edit next to SObject Record Type.
3. Move the job types you added to Selected Values.
4. Remove any unused job types from Selected Values.
5. Click Save.
6. Click Back to Custom Object: Status at the top of the page.
Complete the following:
1. Under Record Types, click Ticket.
2. Click Edit next to SObject Record Type.
3. Move the ticket types you added to Selected Values.
4. Remove any unused ticket types from Selected Values.
5. Click Save

Configure Status Workflows

From Setup, enter object in the Quick Find box, then select Objects.
Click Status Workflow.
Complete the following:
1. Under Custom Fields & Relationships, click SObject Record Type.
2. Under Picklist Options in Values, click New.
3. Enter job types and ticket types, with each value on its own line.
  
  Enter the record type name for an item and not its label.
  
  Remember, record type names use underscores for spaces between words or numbers.
4. Click Save.
5. Click Back to Status Workflow at the top of the page.
Complete the following:
1. Under Custom Fields & Relationships, click SObject.
2. Click Field Dependencies.
3. Click Edit next to SObject Record Type.
4. Hold down Ctrl, select job types in the Jobc column, and select ticket types in the Ticketc column.
  
  You can select whole columns by clicking the column headers.
5. Click Include Values.
6. Hold down Ctrl and select unused items.
7. Click Exclude Values.
8. Click Save.

Configure FX Form Configurations

From Setup, enter object in the Quick Find box, then select Objects.
Click eForm Config.
Complete the following:
1. Under Custom Fields & Relationships, click Key SObject.
2. Under Picklist Options in Values, complete the following based on the scenario:
  - If Job__c displays, proceed to step 3c.
  - If FX5__Job__c displays, proceed to step 3f.
3. Under Picklist Options in Values, click Edit next to Job__c.
4. Change Key SObject to "FX5__Job__c".
5. Click Save.
6. Under Picklist Options in Values, complete the following based on the scenario:
  - If Job__c displays, proceed to step 3g.
  - If FX5__Job__c displays, proceed to step 3j.
7. Under Picklist Options in Values, click Edit next to Ticket__c.
8. Change Key SObject to "FX5__Ticket__c".
9. Click Save.
10. Click Back to eForm Config at the top of the page.
Complete the following:
1. Under Custom Fields & Relationships, click Key SObject Record Type.
2. Under Picklist Options in Values, click New.
3. Enter job types and ticket types, with each value on its own line.
4. Click Save.
5. Under Picklist Options | Controlling Field, click New.
6. In Controlling Field, select "KeySObject".
7. In Dependent Field, select "Key SObject Record type".
8. Click Continue.
9. Hold down Ctrl, select job types in the FX5__Job__c column, and select ticket types in the FX5Ticketc column.
  
  You can select whole columns by clicking the column headers.
10. Click Include Values.
11. Hold down Ctrl and select unused items.
12. Click Exclude Values.
13. Click Save.
14. Click Back to eForm Config at the top of the page.
Complete the following:
1. Under Customer Fields & Relationships, click Segment.
2. Under Picklist Options in Values, click New.
3. Enter business segments, with each value on its own line.
4. Click Save.

Configure Checklists

From Setup, enter object in the Quick Find box, then select Objects
Click Checklist.
Complete the following:
1. Under Custom Fields & Relationships, click Job Type.
2. Under Picklist Options in Values, click New.
3. Enter job types, with each value on its own line.
  
  Enter the record type name for an item and not its label.
  
  Remember, record type names use underscores for spaces between words or numbers.
4. Select the Record Type Name checkbox.
5. Click Save.
6. Click Back to Checklist at the top of the page.
Complete the following:
1. Under Custom Fields & Relationships, click Segment.
2. Under Picklist Options in Values, click New.
3. Enter business segments, with each value on its own line.
  
  Enter the record type name for an item and not its label.
  
  Remember, record type names use underscores for spaces between words or numbers.
4. Select the Record Type Name checkbox.
5. Click Save.
6. Click Back to Checklist at the top of the page.
Complete the following:
1. Under Custom Fields & Relationships, click Ticket Type.
2. Under Picklist Options in Values, click New.
3. Enter ticket types, with each value on its own line.
  
  Enter the record type name for an item and not its label.
  
  Remember, record type names use underscores for spaces between words or numbers.
4. Select the Record Type Name checkbox.
5. Click Save.

Configure Report Templates

From Setup, enter object in the Quick Find box, then select Objects.
Click Report Template
Complete the following:
1. Under Custom Fields & Relationships, click Job Type.
2. Under Picklist Options in Values, click New.
3. Enter job types, with each value on its own line.
  
  Enter the record type name for an item and not its label.
  
  Remember, record type names use underscores for spaces between words or numbers.
4. Click Save.
5. Under Values, click Del next to default.
6. Click OK.
7. Click Back to Report Template at the top of the page.
Complete the following:
1. Under Custom Fields & Relationships, click Segment.
2. Under Picklist Options in Values, click New.
3. Enter business segments, with each value on its own line.
  
  Enter the record type name for an item and not its label.
  
  Remember, record type names use underscores for spaces between words or numbers.
4. Click Save.
5. Under Values, complete the following for every unused item:
  1. Click Del next to the item.
  2. Click OK.

Configure Sync Configurations

From Setup, enter object in the Quick Find box, then select Objects
Click Sync Configuration
Complete the following:
1. Under Custom Fields & Relationships, click Job Type.
2. Under Picklist Options in Values, click New.
3. Enter job types, with each value on its own line.
  
  Enter the record type name for an item and not its label.
  
  Remember, record type names use underscores for spaces between words or numbers.
4. Click Save.
5. Under Picklist Options in Values, complete the following for every unused item:
  1. Click Del next to the item.
  2. Click OK.
6. Click Back to Sync Configuration at the top of the page.
Complete the following:
1. Under Custom Fields & Relationships, click Segment.
2. Under Picklist Options in Values, click New.
3. Enter business segments, with each value on its own line.
  
  Enter the record type name for an item and not its label.
  
  Remember, record type names use underscores for spaces between words or numbers.
4. Click Save
5. Under Picklist Options in Values, complete the following for every unused item:
  1. Click Del next to the item
  2. Click OK

Configure Price Books

From Setup, enter object in the Quick Find box, then select Objects
Click Price Book
Complete the following:
1. Under Customer Fields & Relationships, click Segment
2. Under Picklist Options in Values, click New
3. Enter business segments, with each value on its own line
  
  Enter the record type name for an item and not its label.
  
  Remember, record type names use underscores for spaces between words or numbers.
4. Select the Record Type Name checkbox
5. Click Save
6. Under Picklist Options in Values, complete the following for every unused item:
  1. Click Del next to the item
  2. Click OK

Configure Catalog Items

From Setup, enter object in the Quick Find box, then select Objects
Click Catalog Item
Complete the following:
1. Under Customer Fields & Relationships, click UOM
2. Under Picklist Options in Values, click New
3. Enter units of measurement, with each value on its own line
4. Select the Record Type Name checkbox
5. Click Save
6. Under Picklist Options in Values, complete the following for every unused item:
  1. Click Del next to the item
  2. Click OK

Configure Accounts

From Setup, enter translation in the Quick Find box, then select Override
Complete the following:
1. In Package, select "FieldFX Base Package"
2. In Language, select "English"
3. In Setup Component, select "Record Type"
4. In Object, select "Account"
5. Double-click in the blank cell next to Default in the Record Type Label Override column
6. Enter "Customer"
7. Click Save

Configure Contacts

From Setup, enter contacts in the Quick Find box, then select Record Types
Complete the following:
1. Click New
2. In Record Type Label, enter "User Contact"
3. Select Active
4. Select Enable for Profile
5. Click Next
6. Click Save & New
7. In Record Type Label, enter "Job Contact"
8. Select Active
9. Select Enable for Profile
10. Click Next
11. Click Save

FX E-Ticketing Module Setup

Prerequisites

Configure Basic Settings

Install FieldFX

Update the Account Page Layout

Update the Contact Page Layout

Configure FX Settings

Upload the en_US Static Resource

Configure Jobs

Configure Tickets

Configure Statuses

Configure Status Workflows

Configure FX Form Configurations

Configure Checklists

Configure Report Templates

Configure Sync Configurations

Configure Price Books

Configure Catalog Items

Configure Accounts

Configure Contacts

Set Up Features

Add Master Data

Set Up Users

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