Service Modules > Scheduling and Optimization > Service Board > Service Board Usage and Configuration > 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
Configuring Real-Time Sync
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• For best results, if needed, configure custom data validation before you configure real-time sync.
• If real-time sync is enabled during bulk import of master data, the Salesforce platform event queue is flooded, resulting in hours of delay. Therefore, before you bulk-import master data into Salesforce, if users are logged into the system, you must deactivate the Flows that publish Platform Events for each of the relevant objects. When you bulk-import master data when no users are logged into the system, you can safely disable Service Board real-time sync. After you import master data, run on-demand initial sync to Service Board, and then either reactivate the relevant Flows or re-enable real-time sync.
• To enable Salesforce-to-Service Board real-time sync, the Real-Time Sync from Salesforce check box must be selected in the active System Setting record.
To begin configuring real-time sync, you make settings on the Salesforce org.
To configure real-time sync:
1. On the Salesforce ServiceMax Setup page, click App Administration > Configuration Profiles > Org Profiles Tab, and then in the list view, click the name of the active org profile.
2. Click Settings Tab > Dispatch Management > Service Board, and then in the list view, in the SET001 row, click Enable Service Board.
3. In the Setting Detail dialog box, under Current Value, click True, and then click Apply.
On the Salesforce Setup page, in the left pane, click Platform Tools > Process Automation > Flows, and then in the list view, ensure that each entry which begins with Notify Service Board for <Object> for each of the following objects has at least one active real-time sync Flow:
◦ Account
◦ Contact
◦ Dependency Management
◦ Dispatcher Access
◦ Event
◦ Expertise
◦ Installed Product
◦ Location
◦ Overnight Stay Policy
◦ Product
◦ Product Serviced
◦ Resource Preference
◦ Salesforce Event
◦ Service Team
◦ Skill
◦ Technician
◦ Territory
◦ User
◦ Work Order or Work Order (Foundation)
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Real-time sync for the Option List object is not supported, and updates must be made manually to keep data in sync. For more information, see Manually Synchronizing Option List Values.
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