Merge Objects Activity

Use this activity to merge ServiceMax objects into a single record.

About this task

You can merge two or more of the following ServiceMax objects into a single record:
  • Account
  • Contact
  • Leads

After the activity merges the objects, it deletes the pre-merge records and reparents any duplicates.

While the Salesforce.com API limits the number of requests that it can merge in a single call to 200, the Cast Iron® ServiceMax connector does not have such a limit. You can use the Merge Objects activity to process an unlimited number of merge requests.

Procedure

  1. In the Activities tab, open the ServiceMax directory to find the Merge Objects activity.
  2. Add the activity to an orchestration.

    The Checklist and Summary for the activity are displayed beneath the orchestration.

  3. Select a ServiceMax endpoint.

    For instructions on creating or editing a ServiceMax endpoint, see Creating or editing a ServiceMax endpoint.

  4. Configure the activity, by choosing a ServiceMax object type and object field preferences.

    You can only select Account, Contact, and Lead object types and fields that the Appliance can update. Fields such as auto-number fields might not be available to select.

  5. Specify the Retry and Time out parameters for the activity.

What to do next

Map the input of the Merge Objects activity.

Mapping the input of the Merge Objects activity

Procedure

  1. In the Checklist, select Map Inputs.

    The Merge element is displayed in the To Activity panel.

  2. Optional: Right-click the default node and choose Show Optional Parameters, to display these optional input parameters for this activity:
    • AssignmentRuleHeader
    • MruHeader
    • EmailHeader
    • CallOptions
    • connection
    • sessionInfo
  3. Click Select Inputs... and select the input variables for the map.

    For instructions about creating variables, see Creating Variables.

  4. As appropriate, map the input parameters to the variables.

    For mapping instructions, see Creating a Map.

    Optional and nillable field elements have the following behavior:
    • The Integration Appliance does not update an optional field, when the ServiceMax server does not provide a value for the field.
    • If you set the xsi:nil attribute to true on a nillable field, the Integration Appliance sets the field to null during an update.
      Note: Setting a field to an empty string does not set a field to null.

Mapping the output of the Merge Object activity

Procedure

  1. In the Checklist, select Map Outputs.

    The results element is displayed in the From Activity panel. The parameters that are displayed correspond to the structure of the ServiceMax MergeResults schema.

  2. Click Select Outputs... and select the output variables for the map.

    For instructions about creating variables, see Creating Variables.

  3. As appropriate, map the output parameters to the variables.

    For mapping instructions, see Creating a Map.




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Timestamp icon Last updated: Wednesday, February 17, 2016


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