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, click Developer Tools (
) > , 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:
) > , 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 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. Click Developer Tools () > , 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.
) > , 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.