Admin Permissions Checklist for Sync Profile Manager
Use the checklist to ensure administrators have the correct permissions to configure and manage Sync Profile Manager (SPM) for FieldFX Mobile then the validation checklist to verify it is correct.
Permission Checklist
| Permission | Description | Status |
|---|---|---|
Full CRUD Access |
Access to all objects and fields included in sync profiles. |
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Modify All Data |
Salesforce admin-level rights for global control. |
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Access to |
Required for Mobile Object Layout management in SPM. |
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Mobile Layout Management |
Ability to create/edit Mobile Object Layouts, Page/List/Search layouts, and Lookup layouts. |
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Profile Assignment |
Permission to assign sync profiles to users and propagate Global Layouts. |
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Background/Auto Sync |
Ability to configure sync settings for Mobile app. |
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SOQL Filters |
Permission to apply filters for data segmentation. |
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Object Manager Access |
Ability to update Salesforce page layouts and related lists. |
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Validation Steps Table
| Step | Description | Status |
|---|---|---|
Confirm Object Access |
Verify admin has full CRUD access to all relevant objects and fields. |
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Check Custom Object |
Ensure access to |
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Layout Management |
Validate ability to manage Mobile Object Layouts and related layouts. |
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Profile Assignment |
Confirm admin can assign sync profiles and propagate Global Layouts. |
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Sync Settings |
Test configuration of Background/Auto Sync and SOQL filters. |
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Page Layout Updates |
Verify Object Manager access for updating Salesforce page layouts. |
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