Personal Settings

Changing Your Login Password

  1. Access FieldFX Back Office

  2. Complete one of the following:

    1. If using Salesforce Classic:

      1. At the top of the page, click your name and select My Settings

      2. Under Quick Links, click Change My Password

    2. If using Lightning Experience:

      1. At the top of the page, click your image and select Settings

      2. On the sidebar, click My Personal Information → Change My Password

  3. In Current Password, enter your old password

  4. In New Password and Confirm New Password, enter a new password

  5. Click Save

Changing Your Security Question

  1. Access FieldFX Back Office

  2. Complete one of the following:

    1. If using Salesforce Classic:

      1. At the top of the page, click your name and select My Settings

      2. Under Quick Links, click Change My Password

    2. If using Lightning Experience:

      1. At the top of the page, click your image and select Settings

      2. On the sidebar, click My Personal Information → Change MyPassword

  3. In Security Question, select your preferred security question

  4. In Answer, enter the answer to your security question

  5. Click Save

Changing Your Personal Information

  1. Access FieldFX Back Office

  2. Complete one of the following:

    1. In using Salesforce Classic:

      1. At the top of the page, click your name and select My Settings

      2. On the sidebar, click Personal → Personal Information

    2. If using Lightning Experience:

      1. At the top of the page, click your image and select Settings

      2. On the sidebar, click My Personal Information → Personal Information

  3. Make changes

  4. Click Save

Changing Your Language & Time Zone

  1. Access FieldFX Back Office

  2. Complete one of the following:

    1. If using Salesforce Classic:

      1. At the top of the page, click your name and select My Settings

      2. On the sidebar, click Personal → Language & Time Zone.

    2. If using Lightning Experience:

      1. At the top of the page, click your image and select Settings

      2. On the sidebar, click My Personal Information → Language & Time Zone

  3. Make the following entries:

    1. Time Zone: select the time zone in which to display date/time values

    2. Locale: select a locale to determine the format of dates, times, and names

    3. Language: select the language to use for fields and labels

  4. Click Save

Changing Your Personal Currency

  1. Access FieldFX Back Office

  2. Complete one of the following:

    1. If using Salesforce Classic:

      1. At the top of the page, click your name and select My Settings

      2. On the sidebar, click Personal → Advanced User Details

    2. If using Lightning Experience:

      1. At the top of the page, click your image and select Settings

      2. On the sidebar, click My Personal Information → Advanced User Details

  3. Click Edit

  4. In Currency, select a new personal currency

  5. Click Save

Personal currency amounts display in parentheses in Currency fields. Enable the Parenthetical Currency Conversion feature to display personal currency amounts.

Changing Your Tabs

You can customize the tabs that display in FieldFX Back Office. The tabs can be changed and reordered whether you use Salesforce Classic or the Salesforce Lightning Experience.

For more information, click on these links:

Salesforce Classic

  1. At the top of the page, click your name and select My Settings

  2. Complete one of the following:

    • Under Quick Links, click Customize My Tabs

    • On the sidebar, click Display & Layout → Customize My Tabs

  3. In Custom App, select "Field Ticketing"

  4. Complete any of the following:

    1. Add a Tab

      1. In Available Tabs, select the tab

      2. Click Add

      3. In Selected Tabs, select the tab

      4. Change its position using Up and Down

    2. Remove a Tab

      1. In Selected Tabs, select the tab

      2. Click Remove

    3. Reorder the Tabs

      1. In Selected Tabs, select the tab to move

      2. Change its position using Up and Down

      3. Repeat for other tabs until you have the desired sequence

  5. Click Save

For more information, see Salesforce Help: Add, Remove, and Organize Your Tabs in Salesforce Classic

Salesforce Lightning Experience

  1. Click the pencil icon next to the tabs.

  2. At the Edit Field FX App Navigation Items window, click Add More Items.

  3. To rearrange the items, click on the three lines next to the item, hold and drag up or down to the desired order.

  4. After you have the order set, click Save.

  5. To add more items to the tabs, click Add More Items.

You can add a web tab to access the FieldFX documentation.

  1. Click All under Available Items.

  2. In the Search bar in the Add Items window, type FieldFX.

  3. Select FieldFX Docs.

  4. Click Add Nav Items

For more information, click Salesforce Help: Personalize the Navigation Bar in Lightning Experience