iSyncSFDocumentation

#5. Object Settings (Advance Tab)

The Object Settings panel in iSyncSF gives you per-object control over how records are synced. Configure target object mapping, field-level transformations, picklist value translation, data masking rules, and update-vs-insert behavior — all in one place.

Purpose: Object Settings provide granular, per-object sync configuration. While template lines define WHICH objects and records to sync, Object Settings define HOW each object should be synced - what's the target object name, how are fields mapped between source and target, what expressions transform data, how are picklist values translated, and what data should be masked. This is where the detailed mapping intelligence lives. Where It Fits: Object Settings are configured on individual DataSyncObjectSetting__c record pages (separate from the template page). They are Step 5 in the workflow - after defining template lines, users configure Object Settings for each object that needs custom mapping, field transformation, or masking. During execution, the sync engine reads these settings to know how to prepare each record before sending it to the target org.

#5.1 Overview

iSyncSF Object Settings record page showing the tabbed configuration layout for per-object sync behavior
Object Settings record page with General, Field Mapping, Picklist Mapping, and Data Masking tabs

Object Settings provide per-object sync configuration. Each DataSyncObjectSetting record represents one object's detailed sync behavior. This is accessed from the Object Setting record page.

#5.2 General Settings Tab

iSyncSF Object Settings general tab with target org, target object, and external ID field configuration
General Settings tab with target org, target object, mapping fields, and exclusion options

What Users Can Do:

Org Change Behavior: When changing the target org, a confirmation dialog appears with three choices: - Cancel - Revert the change - Keep Settings - Change the org but preserve dependent field values - Rebuild - Clear the target object, mapping fields, exclude parent fields, and custom external ID

Source Object (API Name)

The first field in General Settings displays the current source object and allows you to change it. When you change the source object, a confirmation dialog appears with three choices:

Masking Active Toggle

Located in the General Settings tab (not the Masking tab). When toggled ON, data masking rules defined in the Data Masking Config tab will be applied during sync for this object. When OFF, masking is skipped for this object even if masking rules are fully configured. This provides a quick way to enable or disable masking without deleting your masking configuration.

Update Existing Records Toggle

Controls whether iSyncSF updates records that already exist in the target org (matched by the configured External ID or Mapping Fields). When this toggle is OFF, only new records are inserted — records that already exist on the target are skipped entirely, regardless of whether the source data has changed.

#5.3 Field Mapping Tab

iSyncSF field mapping interface showing source-to-target Salesforce field mappings with expression formulas
Field Mapping tab showing source-to-target field mappings with active toggles and expressions

What Users Can Do:

Picklist Mapping Badge

Field mapping rows display a blue badge when a Picklist Value Mapping is configured for that field. Click the badge or the picklist icon on any picklist or multi-picklist field row to open the Picklist Value Mapping editor for that specific mapping. The badge count indicates how many value translations have been defined.

Update Check Field

Marks a specific field as the delta comparison field for a mapping row. When Update Existing Records is enabled, iSyncSF compares this field's value between the source record and the matched target record. If the values match, the record is skipped and not re-updated. This is useful for incremental syncs where you only want to re-process records whose data has actually changed since the last sync — avoiding unnecessary updates on the target org.

Field Search

The field mapping tab includes a search input at the top of the field list. Type any part of a field name or label to filter the list. This is especially helpful when working with objects that have many fields and you need to quickly locate a specific field to configure its mapping or expression.

#5.4 Expression Builder

iSyncSF expression builder formula editor with IF and CASE functions for Salesforce field transformation
Expression Builder with formula editor, field picker, function list, and syntax checker

Users can define formulas/expressions that compute field values during sync.

What Users Can Do:

Expression Examples: - IF(Type = "Customer", "Active", "Inactive") - Conditional value - UPPER(LastName) & ", " & FirstName - String concatenation - IF(ISBLANK(Email), "no-email@example.com", Email) - Default value handling

#5.5 Picklist Value Mapping

iSyncSF Picklist Value Mapping editor translating source picklist values to target picklist values
Picklist Value Mapping editor with source-to-target value translations and custom entries

For picklist and multi-picklist fields, users can map source picklist values to different target values.

What Users Can Do:

#5.6 Data Masking Tab

iSyncSF data masking configuration showing PII field selection with random text and static value rules
Data Masking tab with field selection, masking rules, and preview capabilities

What Users Can Do: