Service Modules > Scheduling and Optimization > Service Board > Service Board for Implementers > Creating and Deploying a Service Board Instance > About SFDC-to-Max Sync Configuration > Working With Sync Configuration Options > Configuring Service Board for Salesforce-to-Service Board Real-Time Sync for Custom Objects
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.
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 ().
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 ().
4. Create a Setting record with the following field values, and then on the Development Actions () 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
This value is fixed and noneditable, and is always sfdc_realtime_sync_customize_transform_rules.
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"
}
]
}
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The JSON in the Default Value field defines transform rules,. Rule syntax is <create | update>_<SFDC Object API Name>, and values are case-sensitive. In the sample in the previous table, the rule for the Create action is create_Custom_Object__c, and the rule for the Update action is update_Custom_Object__c.
For more information:
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