Sync Health Board Setup
Prerequisites
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
-
Contact FieldFX Support to get the URL for your org’s Sync Health Board.
The URL is required to complete the setup.
-
From Setup, enter "tabs" in the Quick Find box, then select Tabs.
-
Under Web Tabs, click New.
-
Complete the following:
-
Select Full page width, then click Next.
-
In Tab Label, enter "Sync Health Board".
-
Select a Tab Style.
-
In Content Frame Height, enter "1000", then click Next.
-
In Button or Link URL, enter the URL for your org’s Sync Health Board that you obtained from FieldFX Support, then click Next.
-
Select the user profiles who need to view the Sync Health Board, then click Next.
-
Click Include Tab.
-
Select Field Ticketing (FX5_Field_Ticketing).
-
Select Append tab to users' existing personal customizations.
-
Click Save.
-