Configuring Initial Sync on Foundation-Enabled Orgs
If your Service Board tenant is implemented on a Foundation-enabled org, the steps you follow to configure initial sync are different than those for non-Foundation orgs.
To configure initial sync on Foundation-enabled orgs:
1. In Max Designer, on the Developer Tools (
) launchpad menu, click Initial Sync Actions, and then filter the list view to identify only the active records with names that include - Foundation, which can be any or all of the following:
) launchpad menu, click Initial Sync Actions, and then filter the list view to identify only the active records with names that include - Foundation, which can be any or all of the following:◦ Initial Sync Jobs - Foundation
◦ Initial Sync UnClosed Work-Order Salesforce Events - Foundation
◦ Initial Sync Closed Work-Order Salesforce Events - Foundation
◦ Initial Sync ServiceMax Events - Foundation
2. Click to open each active Initial Sync Action record, and then on the record page, check the Transform Rules field for the identifier of the related Transform Template, for example, service_order_init_svmx_job_patch_foundation.
3. On the Developer Tools () launchpad menu, click Transform Templates, and then in the list view, filter the Identifier column to find and edit the Transform Template in the same manner as for non-Foundation tenants.
) launchpad menu, click Transform Templates, and then in the list view, filter the Identifier column to find and edit the Transform Template in the same manner as for non-Foundation tenants.For more information: