Excluding Salesforce and ServiceMax Events From Real-Time Sync
Salesforce and ServiceMax Event records that are assigned to users who are not technicians or that have an empty Technician field value are not applicable to Service Board. Create, update, and delete events for these records should should not be synced to Service Board, because they do not appear on the Scheduler Calendar. You can implement real-time sync filters in Process Builder to exclude these records from real-time sync.
In Salesforce, there is no direct relationship between the ServiceMax Event and Technician objects, so for records assigned to non-technician users, criteria cannot be applied and filtering must be implemented in reverse order by using queries. For ServiceMax Event records with an empty Technician field value, you can configure the Process Builder for the ServiceMax Event object.
To exclude ServiceMax Event records from real-time sync:
1. In Salesforce, on the Process Builder page for Notify Service Board for ServiceMax Event, update the Is New action group with the following build formula code:
ISNEW() && NOT(ISBLANK([SVMXC__SVMX_Event__c].SVMXC__Technician__c.SVMXC__Salesforce_User__c))
2. Click Save, and then update the Is Field Changed action group with the following build formula code:
(...existing conditions) && NOT(ISBLANK([SVMXC__SVMX_Event__c].SVMXC__Technician__c.SVMXC__Salesforce_User__c
3. Save the updated process builder.
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