Configuring Salesforce-to-Service Board Real-Time Sync for Custom Object Deletion
By default, real-time sync support for custom objects from Salesforce to Service Board is handled by Flows that support only the Create and Update events. Therefore, you must complete the following steps to configure real-time sync support for the Delete event for custom objects.
To configure Salesforce-to-Service Board real-time sync for custom object deletion:
1. On the Salesforce Setup page, in the left pane, click Platform Tools > Objects and Fields > Object Manager, and then in the list view, click the custom object you want to configure.
2. On the object page, in the left pane, click Triggers, and then in the Triggers pane, in the top right corner, click New.
3. On the Apex Trigger pane, enter and save trigger code.
For example, for a custom object with the API name Custom_Object__c:
trigger SB_Custom_Object_Delete_Trigger on Custom_Object__c (after delete) {
SVMXSB.SB_ProcessBuilderHelper.prepareDeletePE('delete', 'Custom_Object__c', trigger.oldMap);
}
4. In Max Designer, click Developer Tools () > Transform Templates, and then in the list view in the top left corner, click Create ().
5. Create a transform template with the following field values.
Field
Value
Name
The name you want to use for the template, for example, Custom Object Create Template.
Identifier
custom_object_remove_template
Mapping Object
The custom object for which you are configuring real-time sync, for example, Custom Object.
Action
Delete
Field Mappings Operation
SFDC Namespace Transform
Field Mappings
{
"io_uuid": "concat('external-', fields.Id)",
"io_updated_by": "concat('external-', systemFields.LastModifiedById)"
}
6. In Max Designer, click Administration () > Settings, and then in the list view, in the top left corner, click Create ().
7. Create a Setting record with the following field values, and then click Development Actions () > Synchronize.
Field
Value
Name
The name for the setting, for example, SFDC Real-Time Sync Customize Transform Rules.
Applicable Application
Service Board
Identifier
This value is fixed and noneditable, and is always sfdc_realtime_sync_customize_transform_rules.
Datatype
Code
Default Value
{
"delete_Custom_Object__c": [
{
"id": "custom_object_remove_template"
}
]
}
* 
The JSON in the Default Value field defines transform rules,. The key is the sync rule name, which has the format delete_<SFDC Object API Name>.
In the sample in the previous table, the rule for the Delete action is delete_Custom_Object__c.
The value of id is the full identifier of the transform template that is mapped to this sync rule.
The sync rule name and id values are case-sensitive.
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