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

  1. Go to https://login.salesforce.com.

  2. Log in as a user who has the System Administrator user profile.

  3. Switch to Salesforce Classic.

  4. In Setup, enter Notes in the Quick Find box, then select Notes Settings.

  5. Select the checkbox to Enable Notes, then click Save.

  6. Continue with Configure Page Layouts.

Configure Page Layouts

  1. In the Quick Find search, enter user interface in the Quick Find box, then select User Interface.

  2. Enable these 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. 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

  7. Continue with Enable Translation Workbench.

Enable Translation Workbench

  1. From Setup, enter translation in the Quick Find box, then select Translation Settings.

  2. Click Enable.

  3. Continue with Configure Lookup Options.

Configure Lookup Options

  1. Enter search settings in the Quick Find box, then select Search Settings .Under Lookup Settings, select the following:

    • Enhanced Lookups

    • Lookup Auto-Completion

  2. Click Save.

Recommended Reading

For more information, see:

FieldFX Documentation Salesforce Documentation

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