How to use RainKing’s Salesforce auto-sync

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

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© 2018 DiscoverOrg, All Rights Reserved
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