Webforce Connect - Syncer: Dashboard actions and Configurations ... plus the Demo Hotel Product AlphaSys 20 September 2018 05:37 Updated Follow Dashboard actions and configurations The General Settings Tab Sync Switch →Enable/Disable scheduled syncing in Salesforce “Fields and Objects”. Sync Time Schedule → The scheduled syncing time intervals. Re-sync Salesforce Objects and Fields Button → Triggers the Fetch Object/Fields Modal. 3.1. Object/Fields List → Shows us all our Salesforce objects/fields. Green Highlight indicates that the field/object can be synced and contains Sync Action and Sync Status fields which is a requirement for syncing. Red Highlight indicates that the Field don’t contain the fields required for syncing and thus cannot be synced. (Note: Only the fields on green highlight can be selected for syncing.) 3.2. Display Checkboxes → This checkboxes allows us to filter what objects to display. 3.3. Modal Action Buttons → While the “Close” button’s function is quite understandable, “Sync Selected Fields” button, on the other hand, allows us to sync what fields or objects are selected. API Endpoint → Represents the end point called on Salesforce. This GIF below shows us how syncing works. The Post Fields Tab Access Button → Allows us to add new “Post Field” mapping or view our trash bin. Post Fields List → Displays all the available and created fields. Adding New Post Fields Post Field Title → The title of our post field. Post Type → Our Post Field’s post type. Post Meta Fields → The meta field content of our Post Field. 3.1. Field Type → The Field Type of our Meta Field. 3.2. Field Name → The Field Name of our Meta Field. 3.3. Field Slug → The Field Slug of our Meta Field. 3.4. Description → The Field Description of our Meta Field. 3.5. Field Placeholder → The Placeholder of our Meta Field. 3.6. Field Default Value → The default value of our Meta Field. 3.7. Set as Required Switch → Sets our field as required. The Syncer Tab Access Button → Allows us to add new “Syncer” mapping or view our trash bin. Post Fields List → Displays all the available and created fields. Adding a new Syncer Syncer Mapping Title → Salesforce Object → Custom Post Type → Mapping Fields → 4.1 Salesforce Field 4.2 Post Fields Mapping Filters → 5.1. Salesforce Field 5.2. Filtering Operation 5.3. Filter Value The Demo Hotel The Demo Hotel is a sample custom post type created for our Syncer to sync our Salesforce fields and objects. Related articles ProntoGiving: ATS list using Last Recurring Donation Date (within the last FY) WFC - Donation WordPress Plugin: Donation Form and Payment Gateway Settings Webforce Connect - Donation: The Front End Webforce Connect - Base Plugin - Advanced Settings Webforce Connect - Syncer: Introduction and Installation Comments 0 comments Article is closed for comments.