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 will 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 will 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 will be 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:

    Note: If there is only one entity type available, the select dropdown menu is disabled. 


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