To add a complex object to the sync
Add a complex object to the sync when you want to include joins for related objects and their fields (reference, child, and nested relationships).
- Go to the Sync Settings page.
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From the object list at the bottom of the page, click Add
Object.
The Add Object dialog is displayed.
- Select Complex Object.
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Click Next.
An Add Object pop-up window is displayed with Display Name and API Name columns.
- Search and select an object to sync. You can also search objects by API name.
- Click Next.
- Enter the Target Object Name. This can be any user-friendly name for the object (do not include spaces).
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Click Manage.
The Manage Object page is displayed for the object you selected. By default, only the top-level object is displayed in the list.
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Click Manage Fields to the right of the object name.
The Manage Fields dialog is displayed.
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Search and select one or more fields to add them to the sync. If you want to sync all fields for the selected object click checkbox to the left of Field Name in the table header. The Resync is initiated automatically if you select the formula fields.
Note:
Formula fields are distinguished from non-formula fields by [Data Type] (Formula Field).
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Select one of the following options as required and click Submit.
- Select formula fields and continue with resync.
- Deselect the formula fields and continue with preferred fields sync.
- The Manage Objects page refreshes to display an expanded list of the object and fields to be synced.
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To add reference or child objects, click Manage
Relations.
The Manage Relations dialog is displayed.
- From the Reference Objects tab, search and select one or more lookup fields to add them to the sync. To sync all reference fields, click the checkbox to the left of Reference Object in the list header.
- From the Child Objects tab, search and select one or more child objects to add them to the sync. To sync all child objects, click the checkbox to the left of Child Object in the list header.
- Click Submit to add all selected reference and child objects.
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Reference and child object fields can be added as joins to the nth level:
- To manage fields for a reference object you added, click the chevron (
- To manage fields for a child object you added click Manage Fields to the right of the object name. To manage additional reference and child objects, click Manage Relations.
- To manage fields for a reference object you added, click the chevron (
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Click Submit. Click the chevron (
) to the left of a field name to view all fields, reference objects, and child objects you added for that field. -
Click Submit.
The object and its selected fields is added to the list of objects on the Sync Settings page.