WebPlatform Documentation

Data Sync

What we set out to do: Have two way data exchange between WMS & Salesforce for leads & opportunities

Here’s how it works:

Create a Data Sync

• Add a description
• Specify Source and Destination
• Authenticate with Salesforce (to permit data access & exchange)

Specify Source and Destination

Select the Mapping Type

Specify Field Mapping

Map your source fields to their respective destination field

• Instructing the system to sync data from field ‘x’ to ‘y’
• Just Add New Field, select from the list
• Validations & Transforms can also be set up for any field

Save or update your mapping for future use

Field Mappings (re-use & update)

Previous mappings can be re-used

• Click ‘Load Mapping’
• Select one
• Apply

If you make changes and want to save to current mapping, Click ‘Update Mapping’

To see all rules in your mapping, Click ‘Show Rules’

Specify Sync Options

Schedule & Conflict Resolution

Data Sync’s can be scheduled to run:

• Daily
  • Set the time in UTC
• Monthly
  • Select Day of Month
  • Set the time in UTC
• Real-Time
  • Set to Poll at intervals of hours or minutes

These options are available for Conflict Resolution during a sync:

• Newest Record Wins
• Source Record Wins
• Destination Record Wins

Review Sync Settings

Summary of all settings for the Data Sync: Confirm these are correct

• Source
• Salesforce Instance
• Destination
• Process

View Mappings to ensure correct fields and rules were applied

• Check Schedule & Options
• Frequency
• Conflict Resolution

Finish will save & activate the sync

You will be taken back to the Data Sync List page