Configuring Salesforce for Salesforce-to-Service Board Real-Time Sync for Custom Objects
After you configure Service Board to support Salesforce-to-Service Board real-time sync for custom objects, you must define Flows and custom field sets on the Salesforce side.
 |
• You must configure real-time sync separately for each custom object in your Service Board tenant.
• To configure real-time sync for custom objects in both directions between Salesforce and Service Board, special configuration steps are required. For more information, see Configuring Two-Way Real-Time Sync for Custom Objects.
|
To configure Salesforce for Salesforce-to-Service Board real-time sync for custom objects:
1. In Salesforce, on the Setup page, in the left pane, click > > , and then on the Flows page, in the top right corner, click New Flow.
2. In the New Automation dialog box, in the Frequently Used area, click Record-Triggered Flow, and then in Flow Builder, complete the fields as follows and click Save.
|
Field
|
Value
|
|---|---|
|
Object
|
The custom object for which you are configuring real-time sync.
|
|
Configure Trigger
|
Click A record is created or updated
|
|
Optimize Flow
|
Click Actions and Related Records.
|
3. In the Save the Flow dialog box, complete the fields as follows, and then click Save.
|
Field
|
Value
|
|---|---|
|
Flow Label
|
The name you want to use for the Flow, for example, Notify Service Board for Work Detail.
|
|
Flow API Name
|
Auto-populates based on the text you enter in the Flow Label field, for example, Notify_Service_Board_for_Work_Detail. You can modify this to any unique value.
|
|
Description
|
A brief description of the Flow.
|
4. On the Flow Builder page for the newly created Flow, in the left pane, click the Add Element button, and then click Decision and in the right pane, complete the fields as follows.
|
Field
|
Value
|
|---|---|
|
Label
|
Is New Or Updated
|
|
API Name
|
Is_New_Or_Updated
|
|
Description
|
A brief description of the decision.
|
5. In the Outcomes section, create two new outcomes with the following field values, and then click Save.
|
Field
|
Value
|
||
|---|---|---|---|
|
Outcome Label
|
Is New
|
||
|
Outcome API Name
|
Is_New
|
||
|
Condition Requirements to Execute Outcome
|
All Conditions are Met (AND)
|
||
|
Criteria
|
Criteria for triggering the action, for example:
• Resource: {!$Record__Prior}
• Operator: Is Null
• Value: True
|
||
|
When to Execute Outcome
|
Click If the condition requirements are met.
|
||
|
Field
|
Value
|
||
|---|---|---|---|
|
Outcome Label
|
Is Field Modified
|
||
|
Outcome API Name
|
Is_Field_Modified
|
||
|
Condition Requirements to Execute Outcome
|
Any Conditions is Met (OR)
|
||
|
Criteria
|
Criteria for triggering the action, for example:
• Resource: {!$Record.Name}
• Operator: Is Changed
• Value: True
or
• Resource: {!$Record.OwnerId}
• Operator: Is Changed
• Value: True
|
||
|
When to Execute Outcome
|
Click If the condition requirements are met.
|
||
6. In the left pane, in the Is New branch of the newly created automation element, click the Add Element button, and then click Action.
7. In the right pane, search for and select SVMXSB__SB_ProcessBuilderHelper, and then complete the fields as follows and click Save.
|
Field
|
Value
|
|---|---|
|
Label
|
Publish Platform Event For New Record
|
|
API Name
|
Publish_Platform_Event_For_New_Record
|
|
Description
|
A brief description of this action.
|
|
Event Name
|
Create
|
|
Object Name
|
The custom object for which you are configuring real-time sync.
|
|
Record Id
|
{!$record.id}
|
|
Transaction Control
|
Click Always continue in current transaction.
|
8. In the left pane, in the Is Field Modified branch of the newly created automation element, add the SVMXSB__SB_ProcessBuilderHelper, and then complete the fields as follows and click Save and Activate.
|
Field
|
Value
|
|---|---|
|
Label
|
Publish Platform Event For Update Record
|
|
API Name
|
Publish_Platform_Event_For_Update_Record
|
|
Description
|
A brief description of this action.
|
|
Event Name
|
Update
|
|
Object Name
|
The custom object for which you are configuring real-time sync.
|
|
Record Id
|
{!$record.id}
|
|
Transaction Control
|
Click Always continue in current transaction.
|
9. Create a new field set for the custom object you are configuring for real-time sync support and add the required fields to be synced to Service Board.
|
|
If any custom field sets were previously created for other Service Board objects, be sure to use the same API name for the newly added field set.
|
10. In the active Org-Wide Configuration Profiles, in the Service Board submodule of the Dispatch Management module, update the SET003 setting with the API name for the newly created custom field set.