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

Dashboard actions and configurations

• →Enable/Disable scheduled syncing in Salesforce “Fields and Objects”.

• → The scheduled syncing time intervals.

• → 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.

• → Represents the end point called on Salesforce.

• This GIF below shows us how syncing works.

• → Allows us to add new “Post Field” mapping or view our trash bin.

• → Displays all the available and created fields.

• → The title of our post field.

• →  Our Post Field’s post type.

• → 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.

• → Allows us to add new “Syncer” mapping or view our trash bin.

• → Displays all the available and created fields.

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• 4.1 Salesforce Field

• 4.2 Post Fields

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• 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.