Configuring Custom Field Support for Projects
You can configure Service Board to support custom field import from Microsoft Project or Safran Project files, and then sync the relevant custom field values from Project Task records in Service Board to Salesforce Work Order and Service Board Job records when you publish projects.
To configure custom field support for Projects:
1. In Salesforce, create new custom fields in the Salesforce Work Order object to map to the custom fields in the Service Board Project Task object with the following data type mappings, and then expose the fields to the Service Board Fields field set.
|
MS Project Custom Field Type
|
Safran Project User Field
|
Service Board Project Task
|
Salesforce Work Order
|
Service Board Job
|
|---|---|---|---|---|
|
Cost
|
Decimal
|
Currency Amount
|
Currency
|
Currency Amount
|
|
Date
|
Date
|
Timestamp
|
Date/Time
|
Timestamp
|
|
Duration
|
Duration
|
Interval
|
Number
|
Interval
|
|
Finish
|
Timestamp
|
Date//Time
|
Timestamp
|
|
|
Flag
|
Flag
|
Boolean
|
Checkbox
|
Boolean
|
|
Number
|
Decimal
|
Number
|
Number
|
Number
|
|
Outline Code
|
String
|
Text
|
String
|
|
|
Start
|
Timestamp
|
Date/Time
|
Timestamp
|
|
|
Text
|
Text
|
Date
|
Date
|
Date
|
|
Text
|
Text
|
Email Address
|
Email
|
Email Address
|
|
Text
|
Text
|
Relationship
|
Lookup Relationship
|
Relationship
|
|
Text
|
Text
|
Dynamic Relationship
|
Lookup Relationship
|
Dynamic Relationship
|
|
Text
|
Text
|
Percent
|
Percent
|
Percent
|
|
Text
|
Text
|
Phone Number
|
Phone
|
Phone Number
|
|
Text
|
Text
|
Option List
|
Picklist
|
Option List
|
|
Text
|
Text
|
Option List (Multiple)
|
Picklist (Multi-Select)
|
Option List (Multiple)
|
|
Text
|
Text
|
String/Option List
|
Record Type
|
|
|
Text
|
Text
|
String
|
Text
|
String
|
|
Text
|
Text
|
Text
|
Text Area
|
Text
|
|
Text
|
Text
|
Time
|
Time
|
Time
|
|
Text
|
Text
|
URL
|
URL
|
URL
|
|
Reference
|
String/Option List
|
Text/Picklist
|
String/Option List
|
 |
For Safran Project, the Outline Code and Computed Type user fields are not supported. Additionally, for Service Board fields that use the Time data type, data sync to and from Salesforce requires installation of Service Board Extension 20.10000.6 or later.
|
2. In Service Board, create new fields in the Project Task object to map to MS Project custom fields or Safran Project user fields with applicable data type mappings.
|
|
Custom fields can be mapped only by their full field identifiers. Do not use custom field names to map custom fields in Project Tasks.
|
3. In Service Board, map existing fields or create and map new fields to the corresponding fields in the Salesforce Work Order object.
4. In Service Board, update the Project Task to WorkOrder Template transform template to add mappings for the new custom fields in the Service Board Project Task and Salesforce Work Order objects, for example:
...
"CurrencyIsoCode": "currencyInverseFormat(task.dev_my_cost, 0)",
"My_Cost__c": "currencyInverseFormat(task.dev_my_cost, 1)",
"My_Date_Time__c": "task.dev_my_date_time",
"My_Duration__c": "periodInverseFormat(task.dev_my_duration, true)",
"My_Finish__c": "task.dev_my_finish",
"My_Flag__c": "task.dev_my_flag",
"My_Number__c": "task.dev_my_number",
"My_Outline_Code__c": "task.dev_my_outline_code",
"My_Start__c": "task.dev_my_start",
"My_Date__c": "task.dev_my_date",
"My_Email__c": "task.dev_my_email",
"My_Lookup__c": "task.dev_my_relationship",
"My_Lookup_Two__c": "task.dev_my_dynamic_relationship",
"My_Percent__c": "task.dev_my_percent",
"My_Phone__c": "task.dev_my_phone",
"My_Picklist__c": "task.dev_my_picklist",
"My_Picklist_Multi__c": "task.dev_my_picklist_multi",
"RecordTypeId": "task.dev_my_record_type",
"My_Text__c": "task.dev_my_text",
"My_Text_Area__c": "task.dev_my_text_area",
"My_Time__c": "task.dev_my_time",
"My_URL__c": "task.dev_my_url"
...
"CurrencyIsoCode": "currencyInverseFormat(task.dev_my_cost, 0)",
"My_Cost__c": "currencyInverseFormat(task.dev_my_cost, 1)",
"My_Date_Time__c": "task.dev_my_date_time",
"My_Duration__c": "periodInverseFormat(task.dev_my_duration, true)",
"My_Finish__c": "task.dev_my_finish",
"My_Flag__c": "task.dev_my_flag",
"My_Number__c": "task.dev_my_number",
"My_Outline_Code__c": "task.dev_my_outline_code",
"My_Start__c": "task.dev_my_start",
"My_Date__c": "task.dev_my_date",
"My_Email__c": "task.dev_my_email",
"My_Lookup__c": "task.dev_my_relationship",
"My_Lookup_Two__c": "task.dev_my_dynamic_relationship",
"My_Percent__c": "task.dev_my_percent",
"My_Phone__c": "task.dev_my_phone",
"My_Picklist__c": "task.dev_my_picklist",
"My_Picklist_Multi__c": "task.dev_my_picklist_multi",
"RecordTypeId": "task.dev_my_record_type",
"My_Text__c": "task.dev_my_text",
"My_Text_Area__c": "task.dev_my_text_area",
"My_Time__c": "task.dev_my_time",
"My_URL__c": "task.dev_my_url"
...
5. Update the WorkOrder to Job Create Template and WorkOrder to Job Update Template transform templates to add mappings for the new custom fields in the Salesforce Work Order and Service Board Job objects, for example:
...
"dev_my_cost": "currencyFormat(fields.CurrencyIsoCode, fields.My_Cost__c)",
"dev_my_date_time": "isoDateFormat(fields.My_Date_Time__c)",
"dev_my_duration": "periodFormat(fields.My_Duration__c, true, 'PT0H')",
"dev_my_finish": "isoDateFormat(fields.My_Finish__c)",
"dev_my_flag": "fields.My_Flag__c",
"dev_my_number": "fields.My_Number__c",
"dev_my_outline_code": "fields.My_Outline_Code__c",
"dev_my_start": "isoDateFormat(fields.My_Start__c)",
"dev_my_text": "fields.My_Text__c",
"dev_my_lookup": "concat('external-', fields.My_Lookup__c)",
"dev_my_picklist": "fields.My_Picklist__c",
...
"dev_my_cost": "currencyFormat(fields.CurrencyIsoCode, fields.My_Cost__c)",
"dev_my_date_time": "isoDateFormat(fields.My_Date_Time__c)",
"dev_my_duration": "periodFormat(fields.My_Duration__c, true, 'PT0H')",
"dev_my_finish": "isoDateFormat(fields.My_Finish__c)",
"dev_my_flag": "fields.My_Flag__c",
"dev_my_number": "fields.My_Number__c",
"dev_my_outline_code": "fields.My_Outline_Code__c",
"dev_my_start": "isoDateFormat(fields.My_Start__c)",
"dev_my_text": "fields.My_Text__c",
"dev_my_lookup": "concat('external-', fields.My_Lookup__c)",
"dev_my_picklist": "fields.My_Picklist__c",
...
For more information: