Configuring Real-Time Sync Rules and Transform Template Fields
To configure real-time sync rules:
1. In Max Designer, click Administration (
) > , and then in the list view, in the top left corner, click Create (
).
) > , and then in the list view, in the top left corner, click Create ().2. On the Setting record page, complete the fields as folows:
|
Field
|
Value
|
||
|---|---|---|---|
|
Name
|
Enter the name you want to use for the rule, for example, SFDC Real-time Sync Customize Transform Rules.
|
||
|
Applicable Application
|
Service Board
|
||
|
Identifier
|
Default is sfdc_realtime_sync_customize_transform_rules.
|
||
|
Datatype
|
Code
|
||
|
Default Value
|
One or more rules specified in valid JSON code, for example:
{
|
 |
Be sure to create rules with names that match those in the SFDC Realtime Sync Transform Rules setting, for example, create_job and create_account.
|
3. In the top left corner, click Save and Close (
), and then click Development Actions (
) > .
), and then click Development Actions () > .4. Create a transform template with an identifier that matches the template name specified in the newly created rule, for example, service_order_svmx_job_customize_create.