May 15th, 2017 | by

RainKing’s Salesforce auto-sync is the ability to have RainKing automatically keep records originally pushed from RainKing to Salesforce up-to-date with changes made to those records in RainKing.

Steps to Setup:

In RainKing under the gear icon in the top-right, select “Manage Integrations” and click on the Salesforce tile.  Under the Data Connector Setup tab select to enable Auto-Sync for your maps:

autosync.png 

On the right-hand side select which fields you want RainKing to “Always” update or to “Never” touch via auto-sync:

UpdateRules.png

You can track records updated via Auto-Sync under the Auto-Sync tab in RainKing

autosynced.png

DiscoverOrg
About the author

DiscoverOrg