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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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TurboEngines

Adding Objects and Fields for Sync

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To add a simple object to the sync

Add a simple object to the sync when you only need the object and its fields (included the Id of any reference fields).

  1. Go to the Sync Settings page.
  2. From the object list at the bottom of the page, click Add Object.
    The Add Object dialog is displayed.
  3. Select Simple Object.
  4. Click Next.
    An Add Object pop-up window is displayed with Display Name and API Name columns.


  5. Search and select the object to sync. You can also search objects by API name.
  6. Click Next.
  7. Select Data and metadata sync to sync both object data and metadata, or select Only metadata sync to sync only metadata for the object.
    Note:

    When you choose to sync only metadata, click Save. The sync profile is updated. No further action is required.

  8. Click Manage.
    The Manage Object page is displayed.
  9. Click Manage Fields to the right of the object name.
    The Manage Fields dialog is displayed.
  10. 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 your select the formula fields.
    Note:

    Formula fields are distinguished from non-formula fields by [Data Type] (Formula Field).



  11. 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.
  12. Click the chevron (

    ) next to the object name to expand the view to include the fields you just added.
  13. Click Submit.
    The object is added to the list of objects on the Sync Settings page.
Administrator Guide
TurboEngines

February 11, 2025