Configuring Real-Time Sync for the Efficiency Factor Field
The Efficiency Factor field of the Technician/Equipment object is not included in the Service Board Fields packaged field set for ServiceMax release package versions SVMXC 21.10000.4 and later but earlier than SVMXC 21.10000.14. Therefore, to configure Salesforce-to-Service Board real-time sync support for this field, you must manually configure a custom field set for the Salesforce Techician/Equipment object.
Process Builders do not support the Efficiency Factor field of the Technician/Equipment object out-of-the-box for Service Board Extension release package versions SVMXSB 21.10001.1 and later but earlier than SVMXSB 22.10003. Therefore, to configure Salesforce-to-Service Board real-time sync support for the Efficiency Factor field during schedule optimization, you must manually configure a Process Builder.
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The Efficiency Factor field of the Technician/Equipment object is available only in Salesforce release packages SVMXC 21.10000.4 and later, and can be configured for Process Builder support only in Service Board Extension release package versions SVMXSB 21.10001.1 and later. For release package versions SVMXSC 22.10000.14 and later, and SVMXSB 22.10003 and later, no manual configuration is needed.
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To configure real-time sync for the Efficiency Factor field:
1. For ServiceMax release package versions SVMXC 21.10000.4 and later but earlier than SVMXC 21.10000.14, follow the steps in Configuring Real-Time-Sync to Support Custom Fields on SFDC to configure a custom field set for the Salesforce Technician/Equipment object.
2. For Service Board Extension release package versions SVMXSB 21.10001.1 and later but earlier than SVMXSB 22.10003, follow the steps in Configuring Real-Time Sync Filtering With Process Builder to manually configure real-time sync filtering for the Efficiency Factor field of the Salesforce Technician/Equipment object.
For more information: