How to Schedule next job automatically in FieldAx?

A smart software has to create next job automatically, if the previous job has completed by the technician. But you would be surprised that FieldAx has that ability. See how FieldAx can setup the scheduling policy to create jobs automatically. Step – 1: Create scheduler section in where you can schedule (likes that Service Term)…


Custom button to Generate, save and send email template to specific email address in FieldAx

We can generate our own Email Template using visual force page then save and send the template to specific Email Address in Fieldax and Field Service Management like below, Steps-1: Create a custom button step-2: Generate Email Template by clicking the button using Vf page step-3: Apply the functionality for saving and Send Email 1.…


How to use approval process without click on submit button in FieldAx

Here, we provide wonderful concept of approval process in Fieldax&Field Service Management Salesforce. High priority task needs to approve by Major Role User whenever changes made in the record without click on submit approval button. In real time you need to approve opportunity by high authority user, this type of situation we prefer the below…


How to auto sync quote based for customer approval in FieldAx

The default Syncing feature in Quote is used to update customer products from Quote to Opportunity automatically in Fieldax&Field Service Management. You need to click ‘Start Sync‘ button then what are the products added in the quote it will automatically be updated into related opportunity specified in the quote.   Sometimes the customer approved quote…


How to recover deleted records and data

How you can troubleshoot to get your Salesforce data and records back if any are missing. In the Recycle Bin, change the drop down to “All Recycle Bin” and search for your records. Keep in mind, there are Size limits to the recycle bin and the oldest deleted records will be lost forever to make room for more recently…


Capture Customer Signature in FieldAx

We posted this topic is beneficial to get the customer signature through mobile and Fieldax&Field Service Management Salesforce org. Some time needs to store customer signature on the Fieldax&Field Service Management Salesforce org, in this situation you can use the below code. The below example to execute the business process like that, whenever you need customer…


Does Salesforce have Case Safe Id’s for Roles and Profiles?

 If you are admin then just add the CASESAFE id’s to the user profile.We have tried Salesforce. ——————— We Are Really Happy To Helping You  ————————  


How to get tree view structure using visualforce page in Fieldax?

Here, I mentioned the sample tree structure for a user with a profile using jquery. This is very helpful for the learner in Fieldax&Field Service Management Salesforce. Visualforce code :- <apex:page sidebar=”false” controller=”TestTreeView”> <html> <head> </head> <body> <script src=”//cdnjs.cloudflare.com/ajax/libs/jquery/3.1.1/jquery.min.js”></script> <link rel=”stylesheet” href=”//cdnjs.cloudflare.com/ajax/libs/jstree/3.3.3/themes/default/style.min.css” /> <script src=”//cdnjs.cloudflare.com/ajax/libs/jstree/3.3.3/jstree.min.js”></script> <div id=”container”> <ul> <li>User <apex:repeat value=”{!result}” var=”aa”> <ul><li>{!aa} <ul><li>{!result[aa]}</li></ul> </li> </ul>…


Business Process built on Standard Salesforce objects and Create a new process

Here, we defined different type of business process available in salesforce. Refer the below points which is helpful to understand the standard process in salesforce. In standard object has picklist values, to changes these for different users based on profiles. Lead Process – Lead object Sales Process – Opportunity object Support Process – Case object Solution Process…


How to get Geolocation through apex class in salesforce

We have given the solution for how to get Geo location value in the record. Geo location field is available now in Salesforce. Geo location field includes latitude and longitude values. The below example is shown whenever you update billing street, city, state, a country in account object, it will automatically update geolocation value in the…