2021 Agenda

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Full Agenda

Day 1

Day 2

IgniteFX Live Day – Tuesday, September 14

Beginner Track

Advanced Track

Technical Track


10:30AM - 11:45AM

Introduction to FieldFX

Attend this session to learn the problems that FieldFX is solving, gain a base level understanding of FieldFX features, and learn more about extension modules that can solve additional industry-specific problems. You’ll also learn more about the Force.com platform.

Speaker: Heidi Andrade

Price Books and CPQ

Join us in this session to learn more about catalog items and standard price book terms. We’ll also discuss when to consider hierarchical price books, conditional pricing and how to manage FieldFX Rules and Rule Actions.

Speaker: Matt White

Moving to Auto Sync

In this session we’ll highlight the current sync diagnostic tools, solve sync issues and enable and test auto sync in a sandbox. We’ll explore the changes and considerations needed to move to auto sync and we’ll discuss tracking and diagnosing sync events.

Speakers: Horia Stroe


12:00PM - 1:00PM


1:00PM - 2:15PM

Leveraging the Admin Portal for Streamlined FieldFX Administration

In this session we’ll introduce you to the FieldFX Admin Portal and provide an overview of each of the tools’ functions. We’ll also review key start-up tools that help bring speed to value for a new org.

Speaker: Bob Swanson

Broaden Your FieldFX Experience with Extension Modules and Hidden Salesforce Features

Attend this session to learn more about extension modules like FX Timecards, FX Customer Self-Service, and FX Invoicing and how they can broad your FieldFX experience. We’ll also explore some of the hidden Salesforce features that are already available to you.

Speaker: Justin Girard

Managing Access for Enhanced Security in FieldFX Mobile

Attend this session to learn how to use profiles, permission sets, sharing settings and FieldFX Alt Sync to enhance security in FieldFX Mobile. We’ll also discuss how to manage master data and transactional data for field users.

Speakers: Mike Mullins


2:30PM - 3:45PM

Reports and Dashboards in Lightning

You’ll leave this session with the skills to build a report, a dashboard and how to add a report chart on a record page. We’ll cover what data is available to report on, what out of the box reports are available and what the difference is between a standard report type and a custom report type.

Speaker: Heidi Andrade

Leveraging the FieldFX Lightning Library

Join us in this session to learn more about out-of-the-box Lightning pages and apps, Lightning components and how to configure them. We’ll also explore some unique use cases for Lightning.

Speaker: Forrest Muldune

XML Reporting- Going Beyond the Report Template Wizard

If you’re looking for tips and tricks for XML reporting- here’s the session for you! We’ll explore an overview of the Report Template Wizard and share how to develop advanced report PDFs to meet your customers’ needs.

Speaker: Will Holt


4:00PM - 5:15PM

Find the Fastest Path to FieldFX ROI

Join us in this session to find the fastest path to FieldFX ROI. We’ll get you off to a great start by teaching you how to quickly populate master data, sharing best practices, and guiding you through what is out of the box with FieldFX. You’ll also learn how Mobile Help Builder will help you to train users and how to prioritize the extension of FieldFX.

Speaker: Brady Koch

Set Yourself Up for Success in FX Schedule & Dispatch

This session will have your FX Schedule & Dispatch operating at peak performance! Learn about qualification, employee and equipment management, qualification requirements and shift scheduling. You’ll learn how to us filters, panels, and conditional coloring to make your user experience the best it can be.

Speaker: Matt White

Diving Deep into FieldFX Mobile Tools

This session will teach you how to properly manage validation, filters and rollups for field users. We’ll discuss Mobile Field Updates and Mobile Help Builder. Join us for this deep dive into managing key FieldFX Mobile features in the FieldFX Admin Portal.

Speaker: Mike Mullins


5:00PM - 7:00PM

Welcome Reception

Sponsor Zone – Omni

Sponsored By:


7:00 PM

Attendee Dinner – Join us for food and drinks.

Join us at Top Golf for a round of golf, great food, and drinks.





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