How to Sync Any Entity in Exalate for Salesforce

Using Exalate you can sync any entity from Salesforce. This article describes examples of how to sync various objects. Scripts below use objects and field names from the Salesforce database. You can find out the field and object names of any entity in Salesforce.

Outgoing Sync

On the outgoing sync, you define which objects you want to send. Use the variable entity.entityType to define the entity you are executing the script for. With this script, you can sync fields from the Case and Task entities. This script shows how to sync the following fields from the Case object:

• Id
• Subject
• Description
• Comments
• Attachments
• Status

This script shows how to sync the following fields from the Task object:

• Id
• Subject
• Description
• Status

if(entity.entityType == "Case") {
	replica.key            = entity.Id
	replica.summary        = entity.Subject
	replica.description    = entity.Description
	replica.comments       = entity.comments 
	replica.attachments    = entity.attachments
	replica.Status         = entity.Status
}
    /*
    Use a field's internal name to send its value
    Example: Call Type -> CallType
    This works for all other entity types as well
    replica.CallType = entity.CallType
    */
}
//any other entity can be synced using the object name and the entity variable
if(entity.entityType == "Task") {
	replica.key            = entity.Id
	replica.summary        = entity.Subject
	replica.description    = entity.Description
	replica.Status         = entity.Status
}

Script Variables

entity.entityType

A variable used to know what object to sync. Assign the name of the Salesforce object name to this variable. This example shows how to sync data from two objects: case and task. You can sync any entity within the if condition. For example, with the replica.key = entity.Id line, you sync the key field from the case object. You can add more fields, like description or comments.

Incoming Sync

This script shows how to set up incoming sync for Salesforce entities. This example script shows how to sync issues between Salesforce and Jira.

On the first synchronization, it's important to define what Salesforce entities you want to create after receiving data from Jira. This is done with the if(firstSync) variable. In this example, Case is used as the default entity, where all data is synced. The fields from the Task object are synced in the Task entity.

if(firstSync){
 //Decide on the first sync, which entity you want to create based on the remote issue type
 if(replica.type.name == "Task"){
    entity.entityType = "Task"
 }else{
    entity.entityType = "Case"
 }
}
if(entity.entityType == "Case") { 
    entity.Subject = replica.summary
    entity.Description = replica.description
 	entity.comments = commentHelper.mergeComments(entity, replica)
    entity.attachments = attachmentHelper.mergeAttachments(entity, replica)
	/*
    Jira Custom Field to Salesforce Field
    Apply the value from a Jira custom field to the Business Hours
    This works for all other entity types as well
    entity.BusinessHoursId = replica.customFields."Jira CF Name".value
    */
    /*
    Status Synchronization
    Sync status according to the mapping [remote issue status: local case status]
    If statuses are the same on both sides don't include them in the mapping
    def statusMapping = ["Open":"New", "To Do":"Escalated"]
    def remoteStatusName = replica.status.name
    entity.Status = statusMapping[remoteStatusName] ?: remoteStatusName
   */
}
//any other entity can be synced using the object name and the entity variable
if(entity.entityType == "Task") { 
   entity.Subject = replica.summary
   entity.Description = replica.description
}

Script variables

if(firstSync)

A condition where that defines the objects used to store incoming data in Salesforce. With this script, you can store data in the Case and Task objects.

entity.entityType

A variable used to know what object you can sync. Assign the name of the Salesforce object to this variable. In this example, you can sync data into two objects: Case and Task. You can sync any entity within the if condition. For example, with the entity.Subject = replica.summary line, you sync the summary field from Jira issues into the Subject field from Case object. You can add other fields, like Description.

def statusMapping

Sets mapping for statuses according to the following template [remote issue status: local case status]. If you set the mapping from the example in Salesforce, the New status in Salesforce is displayed as Open in Jira.

Creating a Trigger

If you want an entity to be synced automatically when it matches a Salesforce query, you need to create a trigger for it in the Triggers tab. To create a trigger for any entity (object) on your Salesforce ticket, start typing the object name on the entity select field: