Salesforce Sync

Form ID: (SF205030)

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

You use this form to initiate or stop real-time data synchronization between MYOB Advanced and Salesforce for records of particular types or for all records that can be synchronized. For details, see Overview of Synchronization with Salesforce.

Table

You use this table to select the type or types of records whose data you want to synchronize between MYOB Advanced and Salesforce in real time.

Table 1. Table Toolbar

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.
Button Description
Process Initiates the real-time synchronization process for records of the types for which unlabeled check boxes are selected in the table.
Process All Initiates the real-time synchronization process for all records that can be synchronized.
Stop Stops real-time synchronization from Salesforce to MYOB Advanced for records of the types for which unlabeled check boxes are selected in the table.
Note: To stop real-time synchronization from MYOB Advanced to Salesforce for records of a particular type, you need to remove the corresponding export scenario from the table on the Salesforce Sync (SF205020) form.
Stop All Stops real-time synchronization from Salesforce to MYOB Advanced for records of all the types listed in the table.
Note: To stop real-time synchronization from MYOB Advanced to Salesforce for records of all supported types, you need to do any of the following:
  • On the Salesforce Sync (SF205020) form, remove all export scenarios from the table.
  • On the Data Providers (SM206015) form, clear the Active check box for the Salesforce Sync data provider. (This will also stop real-time synchronization of any data from Salesforce to MYOB Advanced.)
Table 2. Table Columns
Column Description
Selected An unlabeled check box that indicates (if selected) that the real-time synchronization process will be initiated or stopped for records of a particular type if you click Process or Stop on the form toolbar.
Status The current status of the real-time synchronization process.
Entity The type of records for which you can initiate or stop the real-time synchronization process.
Import Scenario The import scenario to be used for real-time synchronization of records of a particular type.
Export Scenario The export scenario to be used for real-time synchronization of records of a particular type.