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Questions tagged [sync]

synchronization refers to one of two distinct but related concepts: synchronization of processes, and synchronization of data

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16 views

How to sync Salesforce Marketing Cloud audience? [on hold]

Currently we are using Segment Personas to generate Audiences and Traits in Salesforce Marketing Cloud. We are investigating generating these Audiences and Traits directly from our data warehouse. I'...
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7 views

CPQ Quote sync to Opportunity results in no information

I have an issue with the synchronization between a CPQ Quote and an Opportunity, and I have no clue how to provoke that. There are a few Opportunities that have a primary CPQ Quote (Accepted by ...
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2answers
52 views

Is this the best way to sync 100k records between org A and B?

I need to find the best way to sync contacts between two org's and must be capable to support +100k records. How can I Sketch this? I suppose that need to use batch but cant run batch from trigger ...
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1answer
10 views

External Object Sync Without Wiping Cusomizations?

I have a table in a PostgreSQL database that I am exposing as an External ODATA Object to bring into my Salesforce Org. There are about 25 columns on this table. Within my Org, in the external object ...
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1answer
18 views

Lightning Sync Enabled for Gmail need remote settings and Google Admin?

Does enable lightning sync in Salesforce and installing Chrome extension for gmail suite, will enable log in email option and create Contacts & Accounts in Salesforce?
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29 views

Custom field populated at form handler submission time even if field is not present on the form

We have a custom field in Pardot that is synced with a field in Salesforce. The setting Keep this field’s type and possible values (for dropdowns, radio buttons, checkboxes) in sync with the CRM is ...
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81 views

Lead Record Type for Pardot Prospect

What is a best practice way of automating the Lead Record Type selection for a Lead that was created from the sync of a Pardot Prospect? For example, in SF there are 2 Lead Record Types, 1. Sales 2. ...
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1answer
23 views

How to automatically log G Suite (Gmail) emails to Salesforce Contacts, Leads, and Accounts?

Is there a way to automatically (without user interaction) log emails sent/received as Email records in Sales Cloud to the corresponding Contacts, Leads, and Accounts? Lightning Sync only handles ...
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19 views

Error - Lightning Sync

I am setting Lightning Sync for Outlook and I have getting an error Is neccesary to setup an SSL certificate? Any idea why it fails? Thanks
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20 views

Record transfer email notification

I reassigned (transferred) the contact owner for 64,000+ contacts this morning via Data Loader. It appears that it's possible that we had a Marketo smart campaign that was also triggering contact ...
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1answer
40 views

How can I do a 2-way real time sync with large data sets from external database to Salesforce

I have a requirement where I have to do a real time sync with an external database and salesforce. Objects that I need to sync Contacts, its notes and events. I have used Bulk API previously to push ...
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20 views

syncing non synced contacts from salesforce to pardot

There are say 100 contacts in sales cloud, out of which 50 are already synced with pardot. What's the best to sync rest of them and how to find out which ones are synced and which are not?
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17 views

Pardot's 'comments' field sync with salesforce for already existing email

A lead comes through a landing page form. This lead's email already exist in our records. The lead gets updated in pardot (including 'comments' field) but it doesn't in salesforce. Barring who is the '...
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168 views

Add custom event object to calendar, and sync with Outlook via Lightning Sync

I created a custom "Event" type of object, where our Sales Reps log client visits or calls. I offered the chance for our Sales Reps, to include another user on the event (like an engineer, who helped ...
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156 views

Why to Sync quotes with process builder generates many Synced quotes in the same Opportunity?

I need to Sync a quotation automatically when the user selects the quote status "Quotation sent". So I created in quote, a process builder that updates "SyncedQuoteId" field of the opportunity with ...
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24 views

Salesforce report (for leads) fields not syncing with marketing cloud

Have created a report for leads in sales cloud. It creates the report with 9 fields only whereas there are some 60 fields in the leads. If I import this report in marketing cloud, I am able to do so, ...
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1answer
329 views

Accept Event and Decline Event buttons not present in Lightning Experience

I have Lightning Sync configured and when I open an Event as an invitee and then I want to either accept or decline the invitation, the buttons to do this are not visible. When I switch to Classic, ...
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1answer
36 views

Replace Contact object with External object

I'm pretty new to sales force and have a question in reference to data sync. I have a prime contact that is related to many several table and contains fields that are not available on contact. These ...
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1answer
191 views

Will the OAuth 2.0 token for Lightning Sync copied from/to salesforce sandbox environment?

We are going to connect salesforce Lightning Sync via OAuth 2.0 to our O365 applications. Will the issued OAuth Token be copied to a sandbox environment, if already present in the productive ...
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1answer
41 views

SYNC SFSE X SFMC: Error by updates records

The Data Integration Between Service Cloud and Marketing Cloud not put all records. In the SFSE the number of accounts is 4.097 and in SFMC appears 2.9 like records sync. I dont understand why cause ...
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1answer
61 views

Connecting Salesforce and GSuite via Lightning Sync - file format error

I have been following the instructions to connect up to GSuite to sync Calendars - instructions are here. Upon uploading the key file to Salesforce I get an error message (as in the following ...
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1answer
89 views

Pardot Prospect sync when connecting to a new SFDC org

in a new project we have a bit of a tricky migration issue I never faced before, described in the following: The context: The customer moved his Service Cloud license to a reseller. Due to this we ...
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1answer
60 views

Avoid synchronizing required fields with marketing cloud connect

Is there away to avoid synchronizing required fields with Marketing Cloud Connect? We have our own custom fields to manage opt-outs, so to avoid confusion for the end users we would like to avoid ...
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1answer
71 views

Illegal assignment from List<Quote> to List<Quote>

I'm doing a sync with OpportunityLineItem and QuoteLineItem based on this tutorial: http://rajgulshan.blogspot.com/2017/05/sync-quote-line-item-custom-fields-with.html I've got a problem here: ...
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1answer
570 views

Data Sync from Salesforce to Pardot

I just wanted to understand one thing here for Pardot syncing, what happen when I unverify the connection and migrate data into Salesforce? does this migrate all the leads/contacts from Salesforce to ...
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2answers
67 views

Heroku sync with salesforce

Hi Can anyone suggests me, how can I put one button by which I can sync data from salesforce. I don't want to auto sync data from salesforce. But I need one button by which I can sync it whenevr I ...
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1answer
619 views

Marketing Cloud Connect - Data Sources -How to resolve “sync prerequisites” on Synchronize entity in Marketing cloud

I am new to salesƒroce integration. I am trying to connect my custom/delivered objects from Service cloud to Marketing cloud using Marketing cloud connect. I have successfully downloaded and ...
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0answers
69 views

Lightning Sync - Match Events on Custom Email Field

We are looking to sync over google calendar events into Salesforce. We'd like these events to match to contacts and link, however the email addresses of our users in GSuite correspond to a custom ...
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1answer
35 views

A large number of contacts have never been synced to Pardot: why?

We have about 12K contacts in our org, of which 11K have an email address. More than 800 have not been synced to Pardot. I verified this via samples and via querying the Contact.pi__created_date__c ...
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1answer
511 views

Pardot API: how to force “Sync with CRM”?

What I am trying to accomplish: let Salesforce trigger the sending of a Pardot email template to a Pardot prospect. This in itself can be done quite easily using the Pardot API. However, the Pardot ...
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253 views

Which all standard fields are synced between Opportunity to Quote and OpportunityLineItem and QuoteLineItem?

I want to know if there is any documentation which lists all the standard fields from Opportunity and Line Items that are synced on standard Quote Sync.
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0answers
471 views

Response to preflight request doesn't pass access control check: No 'Access-Control-Allow-Origin' header is present on the requested resource

I have overridden the Quote page with a visualforce page that when it loads it reads some settings and displays different version of the page based on a bunch of different factors. In some cases the ...
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0answers
32 views

Capture time a record was created in Marketing Cloud synced data extensions [closed]

We are syncing a number of objects from SF into MC. I would like to capture the date/time the record was actually created in Marketing Cloud. Is that possible? If so, how?
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1answer
205 views

How to get the standard sync button to update when starting a sync in apex

I have updated the SyncedQuoteId on the opportunity and the quote IsSyncing field has updated to true, but I would like the "Start Sync" button on the standard quote layout page to update to "Stop ...
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2answers
313 views

Users seeing Error “Attempt to de-reference a null object” when clicking “Send to Pardot” in Salesforce

Users seeing Error:- Attempt to de-reference a null object when clicking "Send to Pardot" in Salesforce Right now this is isolated to 1 user, not all of them. But I gave no idea what is causing ...
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2answers
414 views

How to sync CRM Lead Object to MC All Subscribers

Whenever a new lead is created in SF CRM, that lead will be added as new subscriber in MC. Is this possible with Contact Builder? What are the steps.
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1answer
19 views

Does google syc require google enterprise or will business do

does anyone know if the salesforce Lightning sync for gsuite only works with enterprise license or also with the business types: I found this link: https://help.salesforce.com/articleView?id=...
1
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1answer
140 views

MobileConnect tracking data to Sales Cloud?

Appears that getting tracking data from MobileConnect sends in Marketing Cloud to sync to Salesforce isn't supported out of box. Has anyone figured out a good way to get this to SF, if possible at ...
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1answer
359 views

How can I sync my prospect list in Pardot with Salesforce Automatically?

how can I sync my prospect list in Pardot with Salesforce Automatically? do I have to enable CRM syncing for each prospect separately? is there any way to make this process automatic?
3
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1answer
55 views

Error of calloutException to call class HttpRequest from other class

I'm creating one connection between Sf and Mailchimp. For this, I created a class where is the "HttpRequest" and other class "SyncMailchimp" that calls it but I have the next message when I try ...
2
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1answer
283 views

Contacts never synced to Pardot

I am coming into a system where I am in charge of migrating the mktg automation platform from Pardot to Hubspot. I've found that there are about 1500 contacts that were created in salesforce that ...
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2answers
300 views

Opportunity Workflow running when Quote is Sync'd

Found a question here that went unanswered, but I'm having the same problem. I have a workflow on Opportunity that is set to fire when "created, and any time it's edited to subsequently meet criteria"...
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1answer
556 views

Fix Pardot to Salesforce Sync. We get “A country/territory must be specified before specifying a state value for field: State/Province”

When we sync a new Prospect to a Salesforce Lead, we get Field Integrity Exception: A country/territory must be specified before specifying a state value for field: State/Province Now when we ...
3
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3answers
1k views

What are the other options to sync unsubscribe from marketing cloud with Salesforce other then connector?

I am sending emails to my salesforce contacts using marketing cloud. For this I import contact in SFMC and then send the email. Now when a contact clicks unsubscribe I want to set the Email opt out ...
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1answer
248 views

ExactTarget Data Extension integration with MySQL

Is there a way to automatically export/update all Data Extensions in ExactTarget to MySQL tables? Queries in ExactTarget is a bit limited when it comes to pulling data/reports quickly so it would ...
3
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1answer
564 views

Order of Execution during Sync Quote

I am trying to find what happens when Sync Quote is clicked on the Quote. What is the order of execution (Opportunity updated prior to OpportunityLineItem or vice-versa)? The execution flow is ...
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0answers
72 views

Reset Sync for all users. Is it possible?

I am working in a project that requires Salesforce integration with Office 365 for synchronizing contacts and events between Exchange 365 and Salesforce. Currently every user (that has their account ...
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1answer
403 views

Salesforce for Outlook synchronization issue

I connected my iphone to the computer to charge and received the following error: Salesforce for Outlook can't sync. You have one or more sync folders missing. Please have a look at the attached ...
1
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1answer
547 views

Salesforce for Outlook Errors

I received the following error while trying to sync my Salesforce for Outlook. Here is the stacktrace from the log: 2016-03-10 14:36:52,738 ERROR [Event] *********** Sync Engine *********** Error ...
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2answers
1k views

Apex Trigger to Sync Accounts and Contacts with same Email

I'll start off by saying I'm a complete noob to Salesforce and Apex Triggers. What we've done so far is added a custom Email field to the Account Record. Account records are automatically created via ...