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Salesforce Integration Sync

  • 12 September 2021
  • 2 replies
  • 66 views

See attached document. Why do the two salesforce sync screens show a different list of entities? Is there a way to make them the same? If not, is there a way to schedule the integration for the entities that are not on the shorter list?

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Best answer by jinin 26 November 2021, 15:06

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Userlevel 6
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Hi @jebbuddecke63 

Profiles - Sales force sync  → This is the configuration/setting screen. It is used to configure the Import / Export data for both system

Processes - Sales force sync  → This is the processing screen. It is used to sync the data from both system (Acumatica to Salesforce or Salesforce to Acumatica).

 

 

Userlevel 7
Badge +12

Hi @jebbuddecke63  In addition to that, below is the demo given by Douglas Johnson  (VP Product Management at Acumatica) on Sales Force sync.

This video give you the knowledge about how Sales Force sync will works and details about the screens, which you are looking for.

 

 

Hope this helps!

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