Field Sync

Field Sync Features

  • Any two fields which share same field type can be synced.
  • A Text field can be synced with a lookup field by defining on the lookup object an Index Field (a field that the text field will match on). The match between the text field and the index field on the lookup object is case-insensitive.
  • A Text area field can be broken into up to 4 text fields, split by line breaks. (e.g. for mapping Street to StreetLine1, StreetLine2, StreetLine3, StreetLine4).
  • All field synchronizations are bi-directional. If either the left or right fields change, the other will be updated. If both fields change, “left field” value will prevail. Each field synchronizations can have a condition limiting when it is fired.
  • Each field synchronizations can have a condition limiting when it is fired.
  • As of Summer 2020, you can “cascade” field syncs—they now occur in order, and you can change the order, so one can be performed before the next.
  • The whole functionality can be turned on/off.
  • Field Sync supports the following objects out-of-the-box:
    • Account
    • Admissions Document
    • Application
    • Campaign
    • Campaign Member
    • Contact
    • Education History
    • Event
    • Lead
    • Recommendation
    • Status Tracking
    • Task
    • Test Score
    • Touch Point
  • If you wish to use Field Sync with another object, then create a before insert and update trigger on that object, containing this line of code: CoreFeatureManager.performTask(EnrollmentrxRx.FEAT_FieldSync.class);

Field Sync Setup

1. Activate Field Sync by checking its checkbox on the Admin Panel.

2. Be sure immediately to click the Save Setting button at the bottom of the page in order to complete activation.

3. Next, click the Click here link (pictured above) to open the configuration page:

4. To add a new configuration, from the Object picklist, select the object which contains the fields you want to sync. Fields cannot be synced across objects.

5. After the object is selected, fields from that object will be listed in the Left Field API and Right Field API dropdown. By selecting Left field API and Right field API, those two fields will be synchronized. In the event that both fields are changed, the value in Left Field API takes priority.

6. The Order field determines the sequence in which the syncing operations take place, so if one sync depends on another, be sure the order the first before the second.

7. If you want to sync a text field to a lookup, choose the text field in Left Field API and the lookup in Right Field API, and select the Mapping Field from the looked-up-to object, which will have a value matching what is entered in the Left Field API. For example, if you are syncing a CEEB Code text field to a school lookup, the Left Field API field would contain the CEEB code on the Contact object, and the Mapping Field would contain the matching CEEB code field on the Account or Recruitment Schools/Organizations object: A Text Area field can be synced to 1–4 text fields. The lines of the text area field are split into the text fields according to the line breaks in the text area field.

8. If this field sync is only to be fired under certain circumstances, then compose a logical expression in the Condition (optional) area. Condition fields will be displayed for composing the expression: The Equals and Not Equals operators, signified by “=” and “!=” can be used or the more powerful “IN” and “NOT IN” operators, which accept lists of values. Values are separated by a semicolon, and blank values are indicated by two apostrophes.

Example 1: Only sync if Mailing Country is United States, Canada, or blank:

Example 2: Only sync if Country is not United States, Canada, or blank:

9. The Table of Configurations section lists all synced fields. Click “Edit” to bring up and modify an existing sync.