Entity Functions

Syncari provides built-in functions which can be used in the Entity Pipeline. Functions can be used on attributes or entities depending on the nature of the function. A function takes one or more parameters and computes an outcome. 

When building your Entity Pipeline, you'll find the available functions under the first tab on the right side panel:

Attach Record

This function is used to attach incoming records from your Source Synapse to an existing Syncari record according to your criteria. Before configuring this function you will need to determine the condition that will be used to compare the incoming record from the Source Synapse to an existing Syncari record. For example, Email Address of an incoming Lead record will be used to determine a matching Syncari Record. 

The incoming record will be attached to an existing Syncari record if one matches the condition. A new Syncari record will be created if the incoming record does not match an existing Syncari record based on the criteria. Note that once the external ID for the record is mapped with the Syncari record we will use that ID to locate and update the Syncari record. 
Duplicates from the same Source Synapse will not be attached to the same Syncari record.

For example, if Salesforce has two Leads with the same email address and different Lead IDs:
syncaroo@syncari.com (ID: 00Q4x000002Xga0EAC)
syncaroo@syncari.com (ID: 00Q4x000005Zbc0AAA)

You will get two Syncari records created even if you have the Attach Record condition set to attach on a matching Email Address. See Merge Studio for more information on how to manage incoming duplicates from your Source Synapses. 

Configuring Attach Record

1. Node Label: Enter a label for the node. This will be helpful with identifying the node when viewing your Entity Pipeline.

2. Description: Enter a Description that will explain the criteria configured to attach the incoming source record to the existing Syncari Record. 

3. Lookup Syncari Record to Attach: Add the condition that will be used to lookup an existing Syncari record. 

See the Record Unification article for additional details/examples on using this function.

Extract Domain

This function extracts the domain from an Email Address or Website URL. Add the Set Value function prior to the Extract Domain function in order to specify the field value that will be used to extract a domain. 

Configuring Extract Domain

1. Enter a label for the node. This will be helpful with identifying the node when viewing your Entity Pipeline.
2. Enter a Description that will explain the criteria configured to attach the incoming source record to the existing Syncari Record. 
3. The option for the extracted domain value. Select Full Domain, Name or Root Domain.
4. Example Website or Email values from the source. 
   Website: https://info.example.com
   Email: contact@email.example.com 

This table provides the extracted values based on the option selected:

Enter the Website or Domain to be used with the function.

Note that the Extract Domain function should be used in conjunction with the Set Value function. This will allow you to save the extracted domain value into a field on the entity record. Connect the Extract Domain node to the Set Value node for this to work. 

Decision

Use the Decision function to control the flow of an entity record through the pipeline. You can set up a Decision to allow an entity record to flow down different pipeline branches based on a specific condition. To configure a Decision function, see Using the Decision Function.

When you connect a Decision node to other nodes, Syncari automatically creates a True connection. If you want to make the connector False, click the True label and select False. 

Lookup Syncari Record

The Lookup Syncari Record is useful for looking up other Syncari Entity records in order to retrieve values from related objects. 

Configuring Lookup Syncari Record

1. Enter a label for the node. This will be helpful with identifying the node when viewing your Entity Pipeline.
2. Enter a Description that will explain the criteria configured.
3. Specify the Syncari Entity to lookup
4. Set a condition to find a specific record. Make sure the condition will result in a single record being returned.
5. [Sort Records]
6. The insert token option allows you to set a condition value to the a field value on the incoming Entity Record. 

Set Value

The Set Value function is useful for updating field values on the incoming Entity Record prior to saving the record into Syncari. 

Configuring Set Value

1. Enter a label for the node. This will be helpful with identifying the node when viewing your Entity Pipeline.

2. Enter a Description that will explain the criteria configured.

3. Enter a new value for the field listed on the Field Name.

4. Set the Field Name on the incoming Entity Record to the value specified on the New Value field.