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.
- → 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.)
- → 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.
- 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.
- → The Field Type of our Meta Field.
- → The Field Name of our Meta Field.
- → The Field Slug of our Meta Field.
- → The Field Description of our Meta Field.
- → The Placeholder of our Meta Field.
- → 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.
- Syncer Mapping Title
- Salesforce Object
- Custom Post Type
- Mapping Fields
- Mapping Filters
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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