Sync Simulator Setup

Prerequisites

Setting Up the Sync Simulator

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. Enable system administrators to log in as users:

    1. From Setup, enter "login access" in the Quick Find box, then select Login Access Policies

    2. Select Administrators Can Log In as Any User

    3. Click Save

  4. Create the Sync Simulator Visualforce page:

    1. From Setup, enter "pages" in the Quick Find box, then select Visualforce Pages

    2. Click New

    3. In Label, enter "Sync Simulator"

    4. Copy the following code:

      <apex:page docType="html-5.0" standardStylesheets="false">
  <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/semantic-ui/2.2.10/semantic.min.css"/>
  <link rel="stylesheet" href="https://cdn.fieldfx.com/{!$Api.Session_ID}/FX5__/syncsim/poc/main.css" />
  <script type="text/javascript" src="https://cdn.fieldfx.com/{!$Api.Session_ID}/FX5__/syncsim/poc/main.js"></script>
  <script type="text/javascript">
    var salesforce = { SessionId: '{!$API.Session_Id}' };
  </script>
  <div id="root"></div>
</apex:page>

    5. Replace the code on the Visualforce Markup tab by pasting over it with the code you copied

    6. Click the Version Settings tab

    7. Click -- Select to Add Installed Package -- and select "FieldFX Base Package"

    8. Click Save

  5. Add the Sync Simulator tab:

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

    2. Under Visualforce Tabs, click New

    3. Complete the following:

      1. In Visualforce Page, select "Sync Simulator"

      2. In Tab Label, enter "Sync Simulator"

      3. In Tab Style, select a color for the tab

    4. Click Next

    5. Make the tab visible to system administrators and FieldFX Mobile users

    6. Click Next

    7. Click Include Tab

    8. Select Field Ticketing (FX5__Field_Ticketing)

    9. Click Save

  6. Grant permission to use the Sync Simulator:

    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 "Sync Simulator" to Enabled Visualforce Pages

    6. Click Save

    7. Repeat steps a to f for other permission sets as needed

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