Manually Synchronizing Option List Values
When you create, update, or delete picklist values on the Salesforce side after initial sync is configured and run, real-time sync is not supported. To keep data synchronized, you must manually make the same changes on the Service Board side. The procedure below illustrates a typical scenario, where a new picklist value, Demo, is added to the Priority field in the Salesforce Work Order object.
To manually synchronize option list values:
1. In Max Designer, on the Developer Tools (
) launchpad menu, click Objects, and then in the list view, click the Job object.
) launchpad menu, click Objects, and then in the list view, click the Job object.2. On the Job object page, on the Fields tab, in the list, click Priority, and then on the Priority object page, on the Options for Option List Field tab, in the top right corner, click Create (
).
).3. In the Create New Option dialog box, complete the fields as follows, and then click Save and Close (
).
).Field | Value |
|---|---|
Name | The name you want to use for the field. |
Idenfifier | Accept the auto-populated value. |
External Identifier | Enter the Salesforce picklist API name. |
4. On the Development Actions (
) launchpad menu, click Synchronize.
) launchpad menu, click Synchronize.For more information: