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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 process builders 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 process builders or re-enable real-time sync.
• For new implementations with ServiceMax and Service Board Extension Package 20.2,and later, you must deactivate the Notify Service Board for Work Order process builder and activate the Notify Service Board for Work Order (Foundation) process builder.
• 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.
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For new Service Board implementations based on ServiceMax and Service Board Extension Package 20.2 or later, activate Work Order (Foundation), and leave Work Order disabled.
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