Sync Health Board Setup


To setup and use the Sync Health Board, you need to:

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

Setting Up the Sync Health Board

  1. Contact FieldFX Support to get the URL for your org’s Sync Health Board.

    The URL is required to complete the setup.

  2. Access FieldFX Back Office.

  3. Switch to Salesforce Classic.

  4. From Setup, enter "tabs" in the Quick Find box, then select Tabs.

  5. Under Web Tabs, click New.

  6. Complete the following:

    1. Select Full page width, then click Next.

    2. In Tab Label, enter "Sync Health Board".

    3. Select a Tab Style.

    4. In Content Frame Height, enter "1000", then click Next.

    5. In Button or Link URL, enter the URL for your org’s Sync Health Board that you obtained from FieldFX Support, then click Next.

    6. Select the user profiles who need to view the Sync Health Board, then click Next.

    7. Click Include Tab.

    8. Select Field Ticketing (FX5_Field_Ticketing).

    9. Select Append tab to users' existing personal customizations.

    10. Click Save.