Audit Log Setup

Introduction

When you set up the Audit Log, you need to set up the following:

Prerequisites

To set up the Audit Log, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

  • Create and Customize List Views

  • Manage Public Templates

  • View Setup and Configuration

Deprecated VisualForce Pages

Click to expand
Changes to legacy Visualforce pages

Starting in FX26R1, several legacy Salesforce Visualforce pages used by some back-office users are no longer supported. These pages were deprecated to address security review requirements.

The deprecated pages include:

  • CreditMemo.page

  • InvoiceItems.page

  • QuoteItems.page

  • TicketItems.page

  • JobDirections.page

  • JobShiftScheduling.page

  • JobWhiteboard.page

  • PacketViewer.page

If your previous workflows relied on opening these pages directly (for example, from a custom button, tab, or bookmark), you will now use the current UI instead.

Where to go now

Use the following paths to complete your day-to-day tasks:

Deprecated VF page New equivalent (if any) Notes

ChatterFeedAttachment, ChatterFeedPopupRedirect

Salesforce Files + updated FieldFX file sync

Attachment Ext & Chatter integration retired.

CreditMemo

No new FieldFX replacement; ERP expected to handle

Credit Memo objects themselves are retired (see 2023 Feature Retirement).

InvoiceItems,
QuoteItems,
TicketItems, PriceBookItems

Lightning related lists + modern FFX grids/CPQ

Same data; VF grids removed for security; use Lightning pages and newer pricing/CPQ UIs.

JobDirections

Lightning components / custom links to maps

No direct VF replacement; rely on address fields + external map links.

JobShiftScheduling, JobWhiteboard

Service Board / modern scheduling UIs

Old scheduling VF replaced conceptually by Service Board & new Shift Scheduling app.

PacketViewer

Files + document templates on Jobs/Tickets

Packets represented as generated files/reports.

PriceBookItems

  • Standard Salesforce Lightning record pages and related lists

  • FX Lightning item‑selection / pricing components used when adding items from price books to Quotes, Tickets, and Invoices (for example the FX Item Picker and related pricing UIs).

  • This was an older Visualforce grid for managing FX5__Price_Book_Item__c records where the object is still used but the legacy VF is being removed for security reasons.

  • Admins should now manage Price Book Items using standard Salesforce Lightning record pages/related lists and the FX Lightning item‑selection components (for example FX Item Picker and related pricing grids)

  • There is no new VF page
If a button or tab that you used previously now shows an error or no longer opens the expected page, contact your Salesforce administrator. They may need to update your org’s customizations to point to the current FieldFX pages.

Set Up the Audit Log

When setting up the Audit Log, complete these tasks:

Configure the Audit Log Page Layout

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. From Setup, enter object in the Quick Find box, then select Objects.

  4. Click Audit Log.

  5. Under Page Layouts, click Edit next to Audit Log Layout.

  6. Add the following fields to the layout:

    • Cleared

    • New Audit Log

    • Originating Audit Log

  7. On the toolbar, click Buttons.

  8. Drag Packet Viewer into the Custom Buttons section.

  9. Click Save.

Grant Permissions

Follow these steps to grant permissions for management personnel, FieldFX mobile users to sync with the Audit Log, or access to the Packet Viewer.

Management Personnel Permissions for Audit Log

Grant for them to use in Audit Log.

  1. From Setup, enter permissions in the Quick Find box, then select Permission Sets.

  2. Open a permission set.

  3. Under Apps, click Object Settings.

  4. Click Audit Logs.

  5. Click Edit.

  6. Under Object Permissions, select Read, Create, and Edit.

  7. Under Field Permissions, select Read and Edit for every field.

  8. Click Save.

  9. Repeat the above steps for other permission sets as needed.

  10. Continue with FieldFX Mobile User Sync Permissions for Audit Log.

Back to Grant Permissions

FieldFX Mobile User Sync Permissions for Audit Log

Grant FieldFX Mobile users permissions so that their syncs get recorded in the Audit Log.

  1. From Setup, enter "permissions" in the Quick Find box, then select Permission Sets.

  2. Open a permission set for FieldFX Mobile.

  3. Under Apps, click Object Settings.

  4. Click Audit Logs.

  5. Click Edit.

  6. Under Object Permissions, select Read, Create, and Edit.

  7. Under Field Permissions, select Read and Edit for every field.

  8. Click Save.

  9. Repeat the above steps for other permission sets as needed.

Back to Grant Permissions

Packet Viewer User Access

Grant users access to the Packet Viewer.

  1. From Setup, enter permission in the Quick Find box, then select Permission Sets.

  2. Open a permission set for Visualforce pages.

  3. Under Apps, click Visualforce Page Access.

  4. Click Edit.

  5. Add "FX5.PacketViewer" to Enabled Visualforce Pages.

  6. Click Save.

  7. Repeat the above steps for other permission sets as needed.

Back to Grant Permissions

Set Up Features

Complete the setup for these features:

  1. Email notifications

  2. Add list views

  3. Set up Auto Delete

Email Notifications

You can set up email notifications to alert system administrators when sync upload errors occur.

System administrators can then resolve sync upload errors before they cause further disruption.

Set Up Email Notifications

Click to expand Important Note

Salesforce will retire Workflow Rules and their Process Builder. The current FieldFX Managed Package workflows and process builder should be migrated over the flows before that.

  • Workflow Rules

    • Inventory_Location_Name_RSLB

    • OnStatusWorkflowPropertyChanged

    • RuleCriteriaHasChange

    • SyncConfigurationChange

    • UniqueWarehouseCatalogItem

    • UpdateUniqueId

  • Process Builder

    • Show all versions

    • Update PO Status from PO Misc Cost Receipt

    • Update Transfer Order from Transfer Order Line

Salesforce has a tool to assist in the conversion. In your org’s setup, use Quick Find search and enter Migrate to Flow. Follow the steps in Salesforce Help: Convert Workflow Rules to Flows with the Migrate to Flow Tool (Beta).

For more information, see:

Complete the following steps:

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Continue in order with these processes:

Add an Email Template

  1. From Setup, enter email templates in the Quick Find box, then select Classic Email Templates.

  2. Click New Template.

  3. Select Text.

  4. Click Next.

  5. In Folder, select "Unified Public Email Templates".

  6. Select Available for Use.

  7. In Email Template Name, enter "Sync Upload Error".

  8. In Subject, enter "Sync Upload Error".

  9. Copy the following text:

    A sync upload error has just occurred.

Details:
Audit Log Entry: {!FX5__Audit_Log__c.Name}
User: {!FX5__Audit_Log__c.FX5__User__c}
Date/Time: {!FX5__Audit_Log__c.FX5__Event_Date__c}
Record: {!FX5__Audit_Log__c.FX5__Tracking_Number__c}
Error: {!FX5__Audit_Log__c.FX5__Message__c}

Please access the Audit Log and resolve this sync upload error immediately.

  10. Paste the text into Email Body.

  11. Click Save.

  12. Continue with Add a Workflow Rule.

Add a Workflow Rule

Click to expand

You can add a workflow rule so that FX Forms sync to FieldFX Mobile or for an Audit Log for email notifications.

  1. From Setup, enter workflow rules in the Quick Find box, then select Workflow Rules.

  2. Click New Rule.

  3. In Object,

    Type Action

    For FX Forms or eForms

    Select the FX Form or eForm object.

    For Audit Logs (Email Notifications),

    Select Audit Log.

  4. Click Next.

  5. Complete the following:

    Field Action

    For FX Forms & eForms

    Rule Name

    Enter Sync Id Assignment

    Evaluate the rule when a record is

    Select created

    Run this rule if the following

    1. Select formula evaluates to true

    2. Enter the following formula:

    ISBLANK (SyncId__c)

    For Audit Log (Email Notifications)

    Rule Name

    Enter Sync Upload Error.

    Description

    Enter Email notification for sync upload errors.

    Evaluate the rule when a record is

    Select created.

    Rule Criteria

    1. In Run this rule if the following:, select created.

    2. Under Field:, select Audit Log: Type

    3. Under Operator: Select equals

    4. Under Value: Select SyncUploadError
      Screen shot of Rule Criteria selections

  6. Click Save & Next.

  7. Click Add Workflow Action → New Field Update.

  8. Complete the following:

    Field Action

    For FX Forms and eForms

    Name

    Enter Sync Id.

    Field to Update

    Select "SyncId".

    Text Options

    1. select Use a formula to set the new value.

    2. Enter the following formula:

    CASESAFEID(Id)

  9. Click Save and then click Done.

  10. Click Activate.

Continue with Add an Email Alert.

Add an Email Alert

  1. Click Add Workflow Action → New Email Alert.

  2. In Description, enter Sync Upload Error.

  3. In Email Template, select "Sync Upload Error".

  4. In the Selected Recipients list, add the users to receive alerts about sync upload errors.

  5. In From Email Address, select "Current User’s email address".

  6. Click Save.

  7. Click Done.

  8. Click Activate.

List Views

You should set up custom list views to make tracking sync activity much easier.

We recommend that you create the following list views:

Create the List Views

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Open the Audit Logs tab.

  4. Click Create New View.

  5. Follow the steps in Add a new Custom View then customize the view as follows:

    Type Step # Enter this…​

    Unresolved Sync
    Upload Errors

    1. Enter View Name

    In View Name, enter `Unresolved Sync Upload Errors.

    2. Specify Filter Criteria > Filter By Additional Fields

    Enter the following:

    Field Operator Value

    Type

    contains

    SyncUploadError

    Cleared

    equals

    False

    3: Select Fields to Display

    1. Select the following:

      • Audit Log ID

      • Event Date

      • User

      • Message

      • Tracking Number

      • Cleared

    2. Click Add.

    4: Restrict Visibility

    Select Visible to all users

    Resolved Sync Upload Errors List View

    1. Enter View Name

    Enter Resolved Sync Upload Errors.

    2: Specify Filter Criteria

    In Filter By Additional Fields, enter the following:

    Field Operator Value

    Type

    contains

    SyncUploadError

    Cleared

    equals

    True

    3: Select Fields to Display

    1. In Available Fields, select the following:

      • Audit Log ID

      • Event Date

      • User

      • Message

      • Tracking Number

      • Cleared

    2. Click Add.

    4: Restrict Visibility

    Select Visible to all users.

  6. Click Save.

Auto Delete

Use the Auto Delete feature to delete Audit Log entries automatically after a set number of days.

Example 1. Possible entries to delete

Delete SyncComplete and SyncDownloadComplete entries automatically after 30 days.

This keeps the Audit Log running more efficiently and reduces your administrative burden.

Set Up the Auto Delete Feature

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Configure FX Settings:

    1. From Setup, enter custom settings in the Quick Find box, then select Custom Settings.

    2. Click Manage next to FX Settings.

    3. Click Edit.

    4. In AuditLogRetainingDays, enter the number of days after occurring that you want to delete Audit Log entries.

      Enter "30" to delete entries 30 days after they occurred.

    5. In AuditLogTypeForTruncation, enter the types of Audit Log entries you want to delete automatically (use commas to separate multiple values).

      Enter SyncDownloadComplete,SyncUploadComplete to delete SyncDownloadComplete and SyncUploadComplete entries only.

      As a best practice, never select to delete LoggedOutWithData or SyncUploadError entries.

    6. Click Save.

  4. Schedule the AuditLogTruncatorScheduler Apex class:

    1. From Setup, enter apex in the Quick Find box, then select Apex Classes.

    2. Click Schedule Apex.

    3. In Job Name, enter Audit Log – Auto Delete.

    4. In Apex Class, select "AuditLogTruncatorScheduler".

    5. Select how often you want to delete old Audit Log entries.

      Select a frequency of at least once per week, preferably daily.

    6. Click Save.

Run the Auto Delete Feature Manually

  1. Access FieldFX Back Office.

  2. Access Workbench.

  3. Select Utilities | Apex Execute.

  4. Enter the following script:

    System.debug(FX5.FXBatchableLauncher.Run('FX5.AuditLogTruncator', null));

  5. Click Execute.

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