Questions tagged [sync]

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

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50 views

Integration for Cases and CaseFeed with external System [closed]

I have Salesforce system with clients data and Cases(client issues). I would like to extend some functionality of Salesforce and integrate the Cases with our external System. Since we need the Case ...
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0answers
19 views

Quote is not syncing properly using the Flow

I'm trying to create the flow like this: When the opportunity is created, automatically create the quote which is synced to this Opportunity. I create Quote in the flow, store Quote Id variable, and ...
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2answers
47 views

MALFORMED_QUERY: ;Id > '0X8000000000000' ORDER BY Id ASC LIMIT 1 OFFSET 249999

I am trying to synch the ListViewEvent object to Einstein Analytics, but when I do I get the following error I am selecting, only few fields, so I don't understand why my sync object isn't working, ...
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1answer
44 views

How to sync a Salesforce Object with Postgres using Heroku Connect

I want to use Heroku Connect to sync a postgres database (an app deployed on heroku and having a postgres DB) with a Salesforce schema. When I start a new mapping on heroku connect, I have all ...
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0answers
74 views

Lightning Sync with multiple Office 365 Tenants?

Is it possible to perform Lightning Sync between a single instance of Salesforce and multiple Office 365 tenants? For example, I have a single SF instance, being used by multiple divisions of a ...
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0answers
55 views

Issue with Outlook Integration And Lightning Sync

As part of outlook integration with Salesforce, I have enabled "Let users sync contacts, events, or both between Microsoft Exchange and Salesforce" option 1 week before and i could see the ...
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0answers
29 views

Connecting Contacts when Email Addresses Match but Subscriber Keys do not in Multi-Org

Trying to get ahead of the curve at my Company and we are in the process of connecting multiple CRMs to our Marketing Cloud. So my question is how do we connect contacts that we know are the same ...
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0answers
27 views

When/how does Pardot query Salesforce before placing prospect in Sync Queue?

I'm looking for more granular detail regarding the order of execution in Pardot, specifically that which immediately follows the creation of a new prospect via form submission. Is it possible to know ...
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2answers
64 views

Facing CPU time limit error

Weekly about 10,000 records are inserted and there is a Trigger that calls a class to process these records. All this process is synchronous, but for some cases it's taking too long to process and ...
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0answers
527 views

How to auto-sync a quote and an opportunity in Lightning?

For Classic this is an old question, which can be solved via an Apex trigger. This is the code that I am using now: trigger QuoteAutoSync on Quote (after insert) { Map<Id, Id> quoteMap = new ...
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1answer
806 views

Managing Leads and Contacts from CRM in the Marketing Cloud

I am not the first come across this situation, there does not seem to be any SFMC best practice, so i am looking for some ideas. New instance set up. We are using the Marketing Cloud connector to ...
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1answer
154 views

Need Guidance on Marketing Cloud Sync and Journey Builder Set up

I need some Architecture / Data Modeling help in regards to Journey builder and the CRM   I am brining new Customers into the SFMC via a Salesforce Data Event in Journey Builder, for a welcome journey....
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1answer
110 views

Get creation date and time of records in data extension

We have dynamic CRM system which syncs data to marketing cloud however i need to find when the records were created in data extension , Sad part is i dont have default date field in it. Help Please! , ...
2
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1answer
48 views

Why lookup reference Ids not cleared on deletion?

If I delete the quote record "Synced Quote" field on opportunity does not clear the value. Because of this any further update on Opportunity fails with "Invalid Cross Reference Id" exception. At ...
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1answer
177 views

Sync old mails with Einstein Activity Capture

I just set up a completely fresh org. I'm using Einstein Einstein Activity Capture to sync mails from Gsuite to Salesforce. However, this only works for emails sent/received after setting up the Org. ...
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2answers
229 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
21 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
33 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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1answer
134 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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2answers
668 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
97 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 ...
0
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1answer
84 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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0answers
320 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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0answers
64 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, ...
1
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1answer
835 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
58 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
390 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
63 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
84 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
336 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
98 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 ...
0
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1answer
156 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
906 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
84 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
1k 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
83 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 ...
0
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1answer
48 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
885 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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0answers
413 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
655 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
41 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?
0
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1answer
311 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
524 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
618 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
23 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
190 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
514 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
64 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
481 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
414 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"...