Translation Setup

Introduction

Modifying the terminology on screen or translating it for additional languages can take place in one of three places, depending on the type of content.

  1. Use Salesforce’s Translation Workbench to translate the standard user interface text in FieldFX provided by Salesforce in FieldFX.

    You can translate user interface text to any language fully supported by Salesforce.

    Refer to the What languages does Salesforce support? article for a list of fully supported languages.

  2. Use a Static Resource file to modify or translate labels used in FieldFX Mobile and the classic Item Builder tools.

    Refer to Custom Interface Labels below for instructions.

    The Item Builders for Invoices, Price Books, Quotes, and Tickets have been deprecated. Configure FX Item Picker Lightning Component Options for adding invoice items to a ticket, price book items to a ticket, Quote Items to a ticket, or ticket items to a ticket in Back Office.

  3. Manage Custom Labels to modify what displays in Lightning components and Shift Scheduling.

Prerequisites

To translate user interface text, you need:

  • Minimum permissions for the FieldFX modules you are using

  • System permissions:

    • Customize Application

    • Manage Translation

    • View Setup and Configuration

Enabling Translation Workbench

  1. Access FieldFX Back Office

  2. From Setup, enter translation in the Quick Find box, then select Translation Language Settings

  3. Click Enable

Translate User Interface Text

Translate Core User Interface Elements

This guide explains how to translate the following:

Element FieldFX Back Office FieldFX Mobile

Buttons

Green check mark

Red X

Error Messages

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Red X

Field Names

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Green check mark

Headings

Green check mark

Red X

Inline Help

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Red X

Links

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Red X

Notifications

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Red X

Picklist Values

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Record Names

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Green check mark

Tab Names

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Red X

Export a source file containing the translatable text

  1. Access FieldFX Back Office.

  2. From Setup, enter translation in the Quick Find box, then select Export.

  3. Select Source.

  4. Click Export as STF or Export as XLIFF depending on your translation needs.

    STF stands for Salesforce Translation Files and functions similarly to CSV files in Microsoft Excel.

    XLIFF is an XML-based translation standard format for working with translation files across tools.

    You will receive an email confirmation once the export process finishes.

  5. Open the Documents tab.

  6. Open the source file.

  7. Click View.

  8. Save the file to your computer.

  9. Send the source file to your translator.

Import the translated source file

  1. Access FieldFX Back Office.

  2. From Setup, enter translation in the Quick Find box, then select Import.

  3. Review the preparation instructions on the page and make sure the source file meets the specified criteria.

  4. Under Step 3, click Choose File.

  5. Select the source file.

  6. Click Import.

    You will receive an email confirmation once the import process finishes.

  7. Verify the translated user interface text displays correctly.

    • Log out and log in again before you test the translated user interface.

    • If necessary, make corrections to the source file and import the file again.

Translate User Interface Elements for FieldFX Mobile and Classic Item Builders

The Item Builders for Invoices, Price Books, Quotes, and Tickets have been deprecated. Configure FX Item Picker Lightning Component Options for adding invoice items to a ticket, price book items to a ticket, Quote Items to a ticket, or ticket items to a ticket in Back Office.

This table explains how to translate the following:

Element Price Book Builder Quote Item Builder Ticket Item Builder Invoice Item Builder FieldFX Mobile

Bulk Editor Elements

Green check mark

Green check mark

Green check mark

Green check mark

Red X

Buttons

Green check mark

Green check mark

Green check mark

Green check mark

Green check mark

Error Messages

Green check mark

Green check mark

Green check mark

Green check mark

Green check mark

Headings

Red X

Red X

Red X

Red X

Green check mark

Navigation Elements

Green check mark

Green check mark

Green check mark

Green check mark

Green check mark

Notifications

Green check mark

Green check mark

Green check mark

Green check mark

Green check mark

Sidebar Options

Red X

Red X

Red X

Red X

Green check mark

Walkthrough Help

Red X

Red X

Red X

Red X

Green check mark

Create a source file containing the translatable text

  1. Download the en_US file.

  2. Open the file in a text editor.

  3. Save the file to your computer and use an appropriate language code as the file name.

Send the source file to your translator.

  • Each translatable element has a key and a label. Translators should only translate the label.

  • In the following example, "Sync_Sync" is the key and "Sync" is the label.

    "Sync_Sync" : "Sync",

  • Refer to the Translation Workbench Export and Import Quick Start Guide for guidance on working with the source file.

Import the translated source file

  1. Access FieldFX Back Office.

  2. From Setup, enter static in the Quick Find box, then select Static Resources.

  3. Click New.

  4. In Name, enter the name of the source file.

    This name should be the language code for the language of the translated text.

  5. In Cache Control, select "Public".

  6. Click Choose File.

  7. Select the source file.

  8. Click Save.

Verify the translated user interface text displays correctly

  • Log out and log in again before you test the translated user interface.

  • If necessary, make corrections to the source file and import the file again.

Custom Labels

The labels in elements of many Lightning Components and Shift Scheduling can be customized or translated.

Create custom labels for any of the following:

FX Managed Lightning Component Custom Label View Name Filter Value

FXL Bulk Edit

Bulk Edit

bulk edit

FX Data Grid

Grid

Grid

FX Deep Copy

Deep Copy

Deep Copy

FX Item Cart

Item Cart

Item Cart

FX Item Picker

Item Picker

Item Picker

FXL Copy Items

Copy Items

Copy Items

FXL Bundle Maker

Bundler

Bundler

FXL Stage Pricing

Stage Pricing

Stage Pricing

FXL Report Template Viewer

Report Template

Report Template

FXL Report Viewer

Report Viewer

Report Live

Quote To Job

Quote to Job

Quote To Job

Shift Scheduling

Shift Scheduling

Shift Scheduling

  1. Follow the steps in Add a Custom View, then customize the view as follows:

    Step # Enter this…​

    Step 1. Enter View Name

    Enter a View Name for the component, such as suggested in the table above.

    Step 2. Specify Filter Criteria

    Add a Filter row:

    • Field: Categories

    • Operator: Contains

    • Value: Enter the Filter Value for the component from the table above.

  2. Select Save to return to the Custom Labels list screen.

  3. Select the new View you just added from the drop down.

    This filters the list.

  4. Continue with Add a New Label.

Add a New Label

  1. Click the Name for the field or button to which to add a new label.

  2. Click New Translations / Overrides.

  3. Select the language to which to add the custom label.

    A user’s default language is defined in user settings.

  4. Add the new text for the label in Translation Text and click Save.

  5. Continue with Override Individual Translations.

Override Individual Translations

  1. Access FieldFX Back Office.

  2. From Setup, enter translation in the Quick Find box, then select Override.

  3. In Package, select "FieldFX Base Package"

  4. In Language, select the relevant language

  5. In Setup Component, select the relevant user interface element

  6. In Object, select the relevant object

  7. In the Button or Link Label Override column, double-click the translation to override

  8. Enter the new term to use.

  9. Click Save.

Downloads

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