Release Channels Setup

Prerequisites

Read the following articles before you set up release channels:
- Sync Engine
- Release Channels
To set up release channels, you need the following licenses:
- FieldFX Base Package
- FieldFX E-Ticketing
To use release channels, you must:
- Set up the FX E-Ticketing module
To set up release channels, you need:
- FX E-Ticketing minimum permissions
- System permissions:
  - Customize Application
  - Manage Internal Users
  - Manage Profiles and Permission Sets
  - View Setup and Configuration
To use release channels, you need:
- FX E-Ticketing minimum permissions

Setting Up Release Channels

Access FieldFX Back Office
Switch to Salesforce Classic
Add values to the Mobile Version picklist:
1. From Setup, enter "users" in the Quick Find box, then select Build → Customize → Users → Fields
2. Under User Custom Fields, click Mobile Version
3. Under Picklist Value Set, click New
4. Enter "Sync V4 Beta"
5. Press Enter
6. Enter "Sync V4"
7. Press Enter
8. Enter "V4 Quarterly Beta"
9. Press Enter
10. Enter "V4 Quarterly"
11. Click Save
Add the Mobile Version picklist to page layouts for the User object:
1. From Setup, enter "users" in the Quick Find box, then select Build → Customize → Users → Page Layouts
2. Under User Page Layouts, click Edit next to a page layout
3. Drag Mobile Version from the toolbar into the Additional Information section on the layout
4. Click Save
5. Repeat steps b to d for other page layouts
Grant permission to assign release channels:
1. From Setup, enter "permission" in the Quick Find box, then select Permission Sets
2. Open a permission set for system administrators
3. Under Apps, click Object Settings
4. Click Users
5. Click Edit
6. Under Field Permissions, select Read and Edit next to Mobile Version
7. Click Save
8. Repeat steps a to g for other permission sets
Grant permission to use release channels:
1. From Setup, enter "permission" in the Quick Find box, then select Permission Sets
2. Open a permission set for FieldFX Mobile users
3. Under Apps, click Object Settings
4. Click Users
5. Click Edit
6. Under Field Permissions, select Read and Edit next to Mobile Version
7. Click Save
8. Repeat steps a to g for other permission sets as needed
Assign every FieldFX Mobile user to a release channel

Switching to Sync 4.0

Basics

Sync 4.0 is available on the following release channels:

Sync V4 Beta
Sync V4
V4 Quarterly Beta
V4 Quarterly

Set Up the Sync 4.0 Release Channels

Update static resources used for translation
- Latest en_US static resource
- Latest es static resource
Add the Sync 4.0 release channels to the Mobile Version picklist on the User object:
Assign users to one of the Sync 4.0 release channels

Configure the Records that Sync

Configure the price books and price book items that sync:
1. Set the org-wide default for the Price Book object to Private
2. Add sharing rules for price books
3. Set up AltSync on the Price Book and Price Book Item objects
Configure the jobs that sync:
1. Set the org-wide default for the Job object to Private
2. Add sharing rules for jobs
3. Set up AltSync on the Job object
Configure the tickets and ticket items that sync:
1. Set up AltSync on the Ticket and Ticket Item objects
Configure the quotes and quote items that sync:
1. Set the org-wide default for the Quote and Quote Item objects to Private
2. Add sharing rules for quotes
3. Set up AltSync on the Quote and Quote Item objects
Configure the FX Forms that sync:
1. Set the org-wide default for the eForm Config object to Private
2. Add sharing rules for the eForm Config object
3. Set up AltSync on the eForm Config object
Configure the user records that sync:
1. Set up AltSync on the User object