Working With Real-Time Sync Rules and Transform Templates
Real-time sync rules specify how data are processed by configured transform templates. Multiple transform templates can be used for a single Salesforce sync operation. The fields in transform templates define how Salesforce data maps to Max object fields. In cases where you want to sync objects that are not included in the predefined transform template rules that ship with Service Board, you can configure rules to add or remove fields per your organization's needs.
Default settings are specified in /#io_designer/io_setting/32adf861-cbf2-478a-bd7e-7cf9b0b346a7.
For example, when a Salesforce work order is created, the following rule calls the service_order_svmx_job_create transform template to sync the data:
{
"create_job": [{
"id": "service_order_svmx_job_create"
}]
}
"create_job": [{
"id": "service_order_svmx_job_create"
}]
}
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When you customize transform template rules, default rules with the same keyword (for example, "create_job") are overwritten.
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For more information: