Webforce Connect - Syncer: Dashboard actions and Configurations ... plus the Demo Hotel

Product AlphaSys
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Dashboard actions and configurations

 
The General Settings Tab
        1. Sync Switch
  • →Enable/Disable scheduled syncing in Salesforce “Fields and Objects”.
        1. Sync Time Schedule
  • → The scheduled syncing time intervals.
        1. 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.
 
 
        1. API Endpoint
  • → Represents the end point called on Salesforce.
  •  
  • This GIF below shows us how syncing works.
 
 
The Post Fields Tab
 
              1. Access Button 
  • → Allows us to add new “Post Field” mapping or view our trash bin.
              1. Post Fields List
  • → Displays all the available and created fields.
  • Adding New Post Fields
        1. Post Field Title
  • → The title of our post field.
        1. Post Type
  • →  Our Post Field’s post type.
        1. 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
              1. Access Button 
  • → Allows us to add new “Syncer” mapping or view our trash bin.
              1. Post Fields List
  • → Displays all the available and created fields.
  • Adding a new Syncer
        1. Syncer Mapping Title
  • → 
        1. Salesforce Object
  • →
        1. Custom Post Type
  • →
        1. Mapping Fields
  • →
  • 4.1 Salesforce Field
  • 4.2 Post Fields
        1. 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.

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