Questions tagged [sync]

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

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Stop Sync all mails with Einstein Activity Capture or feature to filter the emails

I set up the Einstein Einstein Activity Capture to sync mails from Exchange server and its working fine. But it syncs very old emails. And there is no way to filter the emails and sync. We have ...
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1answer
33 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,...
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15 views

Pardot Datasets not sync'ing in Analytics

I'm using Pardot datasets (Pardot Visitors, Pardot Prospects and Pardot opportunities) that comes with B2B Marketing Analytics in building a new Marketing dashboard, I noticied that Data has been ...
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17 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 ...
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59 views

Einstein Activity Capture and Email Change

I have einstein activity capture set up in an org. I wish to change the email id associated with the users and maintain the sync between Salesforce and Gmail. I have changed the email id in the user's ...
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1answer
68 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 ...
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38 views

Wrong timezone from Salesforce to heroku connect when poll?

Is it possible to change time zone to a heroku connect mapping ? By default it looks like it's only UTC timezone, how to make it GMT or set to Europe/Berlin ? My heroku app is well set to TZ : Europe/...
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17 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?
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1answer
233 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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216 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
194 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
105 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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295 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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70 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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2answers
94 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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1k 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
2k 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
269 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
259 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! , ...
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1answer
87 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
334 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
460 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
28 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
44 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
218 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
2k 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
281 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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1answer
203 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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397 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
91 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
1k 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
96 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
472 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
79 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
88 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
497 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
141 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
243 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
1k 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
86 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
86 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
83 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
1k 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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509 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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738 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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44 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
383 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
721 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
828 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.