Skip to main content

Questions tagged [sync]

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

Filter by
Sorted by
Tagged with
0 votes
0 answers
28 views

Sync is successful but data doesn't update in the salesforce backend

Within the soup , I have this Data : { "cursorId": "0x60001174a400", "currentPageIndex": 0, "pageSize": 1000, "totalPages": 1, "...
jobin john's user avatar
0 votes
1 answer
30 views

Inbound and Outbound calls question

Can we make an outbound REST SYNC call when receiving an inbound REST call? External system 1 calls Salesforce Salesforce calls External System 2 Salesforce returns to external system 1 the answer of ...
stackusiastic's user avatar
0 votes
0 answers
75 views

Marketing Cloud Business Unit

Good Day to everyone. In our MC account, we have a parent business unit and a child business unit. In the Parent BU, we have settings that allow subscribers to unsubscribe from all business units in ...
Anshul Sehgal's user avatar
0 votes
1 answer
26 views

Create visits without internet in the application

When a visit is created from the offline application, it's created without problem but it is not possible to execute the visit, I'm a developer and I found a previous event that takes place (see in ...
Francisco Becerra's user avatar
-1 votes
1 answer
50 views

How to retrieve last modification time of files stored in Org?

Currently I am using sf project retrieve start to retrieve files stored inside the Salesforce Org. Is it possible to retrieve the file modification times of these files as well? I am working on a tool ...
Z0q's user avatar
  • 91
1 vote
1 answer
391 views

Is It Possible to Apply Filters to Einstein Activity Capture to Prevent Specific Events From Being Synced to External Calendar?

Our org currently has Einstein Activity Capture set up to send Salesforce events to Google Calendar. Not all of our Salesforce events need to be synced to Google Calendar. Is it possible to setup ...
AlexKEPM's user avatar
0 votes
1 answer
52 views

Potential solutions for syncing an org with Person Accounts enabled with another with Person Accounts disabled

I am setting up a new org with the Requirement that Person Accounts are Disabled. Ideally, I would like when an Account gets created/edited in the new org, an Account gets created/edited accordingly ...
Someone's user avatar
0 votes
1 answer
675 views

Lightning Sync has stopped working since Summer '23

We have Lightning Sync set up to sync Events (not Contacts) from Salesforce to Google Calendar. It has been working fine for years, but has not synced any events since June 9, 2023. I've double-...
incidentist's user avatar
0 votes
1 answer
71 views

Pardot - why is using own objects and sync mechanism? [closed]

I am learning about Pardot Cloud. I have searched a lot but did not find answers that will satisfy my questions. By learning on trailhead, I know that Salesforce treats Pardot as something as "...
Łukasz Franczyk's user avatar
0 votes
0 answers
109 views

Experience with using the API to sync salesforce data to local DB?

I currently use REST API calls whenever I need to get data from and store data to salesforce. I frequently run into API limit restrictions (= too many requests) So I would like a solution where I have ...
Chris's user avatar
  • 101
0 votes
0 answers
230 views

Prospects going to Sync Queue

We have a form handler embedded in a website. The completion action of this form handler is "Assign prospect via Salesforce Active Assignment Rule". When a user fills the form a prospect is ...
Ankur Nigam's user avatar
0 votes
1 answer
2k views

How can we sync the objects across 2 Salesforce ORGS?

Here is the context: I have a ORG which has a lot of records of many objects. I want to sync these objects to the new ORG. Going forward if any record is added/deleted/updated from OLD/New Salesforce ...
Yashas G C's user avatar
0 votes
1 answer
5k views

Email Opt Out in SFSC and "Marketing Cloud Unsubscribe" impact different fields -- possible to reflect the same outcome?

We integrated SFMC and SFSC... in SFSC we see the "Marketing Cloud Unsubscribe" field and it works as expected. Once live, the client wants to manage the Marketing email exclusively in SFMC,...
George Rosedale's user avatar
0 votes
1 answer
59 views

Connect calendar invite response to custom field?

Is there an integration to connect calendar invite status (perhaps with Outlook) to a Salesforce field? I'm setting up Volunteers for Salesforce and am manually creating Outlook calendar invites for ...
CoffeeRain's user avatar
0 votes
1 answer
517 views

Choose async or sync based on amount of data returned or trigger size?

Can anybody guide me through any framework which I can refer in order to achieve this use case?I am not able to get my head around it on how to do it efficiently. I want to process records in near ...
Isha's user avatar
  • 163
1 vote
0 answers
22 views

Will there be a conflict if the account in salesforce is dormant in synching to mail chimp? [closed]

What is the effect of Salesforce dormant account in synching to mailchimp. Will these dormant account can receive emails from mailchimp?
Jeric Rivera's user avatar
1 vote
1 answer
920 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 ...
Alexander Bikkuzhin's user avatar
2 votes
1 answer
2k 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 ...
Artur Kot's user avatar
0 votes
2 answers
773 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, ...
Ahlam AIS's user avatar
1 vote
1 answer
428 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 ...
Sushi's user avatar
  • 143
1 vote
0 answers
785 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 ...
miCRoSCoPiC_eaRthLinG's user avatar
0 votes
0 answers
251 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 ...
Russell Brown's user avatar
0 votes
2 answers
366 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 ...
A Louis's user avatar
1 vote
0 answers
2k 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 ...
Sander de Jong's user avatar
1 vote
1 answer
4k 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 ...
Patrick Downing's user avatar
1 vote
1 answer
364 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....
Patrick Downing's user avatar
0 votes
1 answer
814 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! , ...
Maddy's user avatar
  • 3
2 votes
1 answer
370 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 ...
shukla yogesh's user avatar
1 vote
1 answer
903 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. ...
to_the_nth's user avatar
0 votes
2 answers
580 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 ...
user avatar
0 votes
1 answer
73 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 ...
SBB's user avatar
  • 173
0 votes
1 answer
124 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?
DRose's user avatar
  • 25
1 vote
1 answer
798 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 ...
black's user avatar
  • 51
1 vote
2 answers
4k 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. ...
Mike B's user avatar
  • 11
0 votes
1 answer
866 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 ...
Swisher Sweet's user avatar
0 votes
1 answer
612 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 ...
summer's user avatar
  • 118
0 votes
0 answers
727 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 ...
Laureant's user avatar
  • 239
1 vote
0 answers
132 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, ...
Ajay Rohera's user avatar
1 vote
1 answer
2k 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, ...
mmm321321's user avatar
  • 659
0 votes
1 answer
218 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 ...
Dana Y's user avatar
  • 11
1 vote
1 answer
562 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 ...
doodles975's user avatar
0 votes
1 answer
94 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 ...
Joao Marano's user avatar
0 votes
1 answer
105 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 ...
Richard Durrant's user avatar
1 vote
1 answer
982 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 ...
Stephan de Paly's user avatar
0 votes
1 answer
225 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 ...
Trine's user avatar
  • 43
0 votes
1 answer
418 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: ...
Marco Moscatelli's user avatar
1 vote
1 answer
2k 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 ...
Dildar Hussain's user avatar
0 votes
2 answers
102 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 ...
urvish brahmbhatt's user avatar
1 vote
1 answer
3k 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 ...
Hardik Patel's user avatar
1 vote
0 answers
122 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 ...
GeorgeA's user avatar
  • 974