Salesforce Sync

Form ID: (SF205020)

This form is available only if the Salesforce Integration feature is enabled on the Enable/Disable Features (CS100000) form.

You use this form to configure data synchronization between MYOB Advanced and Salesforce. For details, see Quick Configuration Steps.

Table

In this table, you can add or remove types of records whose data can be synchronized between MYOB Advanced and Salesforce and specify the integration scenarios to be used for synchronization.

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Table 1. Table Columns
Column Description
Entity The type of records whose data can be synchronized between MYOB Advanced and Salesforce.
Import Scenario The import scenario to be used for importing records of the type from Salesforce to MYOB Advanced.
Export Scenario The export scenario to be used for exporting records of the type from MYOB Advanced to Salesforce.
Number of Attempts The maximum number of synchronization attempts. The first attempt is performed by the system during any synchronization process (real-time synchronization, full synchronization, or failed and missed data resynchronization) that is first initialized for the record. Each subsequent attempt is performed upon each run of the failed and missed data resynchronization until the specified number of attempts is reached. After that the system stops trying to synchronize the record.
Latest Failed & Missed Data Resync Attempt

The date of the most recent attempt to synchronize the records of the selected type that were previously missed or failed to synchronize.

The value of this column is updated automatically on a resynchronization attempt. You can change this date to set or reset the timespan of the synchronization.

Latest Full Data Resync Attempt

The date of the latest attempt to resynchronize all records of the selected type.

The value of this column is updated automatically on a resynchronization attempt. You can change this date to set or reset the timespan of the synchronization.