Configuring Service Board for Salesforce-to-Service Board Real-Time Sync for Custom Objects
To configure Salesforce-to-Service Board real-time sync support for custom objects, you first create transform templates and Setting records on the Service Board side, and then you define process builders and custom field sets on the Salesforce side.
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• 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.
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To configure Service Board for Salesforce-to-Service Board real-time sync for custom objects:
1. In Max Designer, on the Developer Tools (
) launchpad menu, click Transform Templates, and in the list view, in the top left corner, click Create (
).
) launchpad menu, click Transform Templates, and in the list view, in the top left corner, click Create ().2. Create two transform templates, one for object creation and another for object updates, 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_svmx_custom_object_create |
Action | Patch |
Mapping Object | The custom object for which you are configuring real-time sync, for example, Custom Object. |
Field Mappings Operation | SFDC Namespace Transform |
Field Mappings | { "io_external_id": "fields.Id", "io_uuid": "concat('external-', fields.Id)", "svmx_name": "fields.Name__c", "io_owner": "concat('external-', fields.OwnerId)" } |
Field | Value |
|---|---|
Name | The name you want to use for the template, for example, Custom Object Update Template. |
identifier | custom_object_svmx_custom_object_update |
Action | Patch |
Mapping Object | The custom object for which you are configuring real-time sync, for example, Custom Object. |
Field Mappings Operation | SFDC Namespace Transform |
Field Mappings | { "io_uuid": "concat('external-', criteria.Id)", "io_external_id": "criteria.Id", "svmx_name": "fields.Name__c", "io_owner": "concat('external-', fields.OwnerId)" } |
3. In Max Designer, on the Administration (
) launchpad menu, click Settings, and then in the list view, in the top left corner, click Create ().
) launchpad menu, click Settings, and then in the list view, in the top left corner, click Create ().4. Create a Setting record with the following field values, and then on the Development Actions (
) launchpad menu, click Synchronize.
) launchpad menu, click Synchronize.Field | Value |
|---|---|
Name | The name for the setting, for example, SFDC Real-Time Sync Customize Transform Rules. |
Applicable Application | Service Board |
Identifier | Auto-populates based on the text you enter in the Name field, for example, sfdc_realtime_sync_customze_transform_rules. You can modify this to any unique value. |
Datatype | Code |
Default Value | { "create_Custom_Object__c": [ { "id": "custom_object_svmx_custom_object_create" } ], "update_Custom_Object__c": [ { "id": "custom_object_svmx_custom_object_update" } ] } |
For more information: