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Transformations

Summary

The transformation page allows you to map the fields from the source to the target. Fields must be mapped to be included in the sync.

note

For more information about transformations go to Field Schema

Transformation Detail Screen

Source Schema

The source schema shows the fields available in the SAP system. You can choose to Browse Source Schema to map a new source field to a target field.

The Source Schema will include the following:

  • Field: (SAP field name, Friendly name, Field description)
  • Recent Values: (Will display example recent values if the link has been ran previously)
  • Data Type: (string(field length), decimal(numbers before decimal, numbers after decimal), date)
  • Actions: (Link to start mapping that field)

Source Schema Screen 1 Source Schema Screen 2

Target Schema

The target schema shows the fields available in the Salesforce system. You can choose to Browse Target Schema to map a new target field to a source field. Each field will have the Salesforce name, label, and data type.

Mappings

Mappings are the connections between the source and target fields. From the main Transformation page, you can see the mappings that have been created, activate or deactivate mappings, edit a mapping, edit a filter on a mapping, or delete mappings.

Creating or editing mappings

When creating or editing mappings, you choose a source field and a target field. You can also choose to write null values to the target field, or to skip writing null values from the source field.

Create or Edit Mapping Dialog

If the destination is a list or related SObject, you can choose to append or replace the items. For more fine-grained control, you can switch to the advanced mode and write a custom selector for what position to insert the value.

Target of a transform mapping to a list or sobject

Advanced mode of target mapping to a list or sobject

Completed target of a transform mapping to a list or sobject

Relationship Mapping

When mapping records using a relationships filter to keep data linked between Salesforce and an External System (SAP), by default fields that have no matching records will be ignored. To keep those fields, check the “Override default behavior: clear field if no related record is found.” checkbox on the lookup relationship mapping.

note

For more information about relationship mapping go to Valence Relationships Filter Documentation

Override Checkbod Checked

Checked and Unchecked Behavior