Service Modules > Scheduling and Optimization > Service Board > Service Board for Implementers > Creating and Deploying a Service Board Instance > About SFDC-to-Max Sync Configuration > Working With Sync Configuration Options > Configuring Real-Time Sync for Overnight Stay Policies
Configuring Real-Time Sync for Overnight Stay Policies
Flows and Triggers for objects related to Overnight Stay Policies are supported in Service Board Extension release package versions SVMXSB 23.20000.1 and later, and field sets for these related objects are supported in ServiceMax release package versions SVMXC 23.2 and later.
• For Salesforce orgs with release package versions earlier than SVMXC 23.2, you must manually configure custom field sets for objects related to Overnight Stay Policies. After you upgrade to SVMXC 23.2 or later, you must delete these mamually configured custom field sets.
• For Salesforce orgs with release package versions earlier than SVMXSB 23.20000.1, you must manually configure custom Triggers, Flows, or Process Builders for objects related to Overnight Stay Policies. After you upgrade to SVMXSB 23.20000.1 or later, you must deactivate and delete these manually configured items.
To configure real-time sync for Overnight Stay Policies:
1. If your Salesforce org release package version is earlier than SVMXC 23.2, follow the steps in Configuring Real-Time Sync to Support Custom Fields on SFDC to manually configure the following custom field sets for objects related to Overnight Stay Policies.
Object
Field Name
API Name
Overnight Stay Policy
Name
Name
Allow Monday Overnight Stay
SVMXC__SM_Allow_Monday_ONS__c
Allow Tuesday Overnight Stay
SVMXC__SM_Allow_Tuesday_ONS__c
Allow Wednesday Overnight Stay
SVMXC__SM_Allow_Wednesday_ONS__c
Allow Thursday Overnight Stay
SVMXC__SM_Allow_Thursday_ONS__c
Allow Friday Overnight Stay
SVMXC__SM_Allow_Friday_ONS__c
Allow Saturday Overnight Stay
SVMXC__SM_Allow_Saturday_ONS__c
Allow Sunday Overnight Stay
SVMXC__SM_Allow_Sunday_ONS__c
Policy Override
SVMXC__SM_Policy_Override__c
Min Gap Between Consecutive ONS
SVMXC__SM_Minimum_Recovery_Days__c
Max Consecutive Overnight Stays
SVMXC__SM_Consecutive_ONS_Per_Week__c
Total Overnight Stays
SVMXC__SM_Total_ONS_Per_Week__c
Drive Distance Threshold (miles or kms)
SVMXC__SM_Drive_Distance_Threshold__c
Drive Time Threshold (in minutes)
SVMXC__SM_Drive_Time_Threshold__c
Active
SVMXC__SM_Active__c
Owner
Owner
Technician/Equipment
Overnight Stay Policy
SVMXC__SM_Overnight_Stay_Policy__c
Territory
Overnight Stay Policy
SVMXC__SM_Overnight_Stay_Policy__c
2. If your Salesforce org release package version is earlier than SVMSB 23.2, do one of the following:
◦ Follow the steps in Configuring Real-Time Sync Filtering With Process Builder to configure Process Builders for the Overnight Stay Policy, Technician/Equipment, and Territory objects.
◦ Follow the steps in Configuring Real-Time Sync Filtering With Flows to configure Flows for the Overnight Stay Policy, Technician/Equipment, and Territory objects.
3. To complete real-time sync configuration for Salesforce orgs with release package versions earlier than SVMXSB 23.2, follow the steps in Configuring Salesforce-to-Service Board Real-Time Sync for Custom Object Deletion to configure the Trigger for Overnight Stay Policy deletion.
For more information:
Was this helpful?