Use the Salesforce Connector to manage the data synced between your local Salesforce org and CRM Analytics. Filter data synced to CRM Analytics, create more connections using the Salesforce Local connector, manage objects between connections, and add or remove objects and fields from sync. Use the Salesforce External connector to sync data from a remote Salesforce org.
- Add and Remove Local Salesforce Objects and Fields from Data Sync
Update data sync to keep up with your changing business by adding local Salesforce objects, removing objects, and managing which fields are synced. Synced data is stored in CRM Analytics as objects that you can use in recipes. - Create Another Salesforce Local Data Connection
Create connections using the Salesforce Local connector to strategically manage when your Salesforce data syncs to CRM Analytics using individually scheduled local connections. A local connection, SFDC_LOCAL, is included when CRM Analytics is activated. - Move Salesforce Objects Between Local Connections
You can reassign objects from one local connection to another local connection. - Filter Local Data Synced to CRM Analytics
Exclude unnecessary or sensitive data from syncing to CRM Analytics with data sync filters. Filters run on the source object and speed up data sync by pulling only the data you need into CRM Analytics. If you want to use excluded data in the future, use a dataflow or recipe filter to limit the data shown in a dataset instead of a data sync filter. - Salesforce Connector for Local Salesforce Data Considerations
Keep these behaviors in mind when working with the Salesforce Connector. - Optimize Recipes That Use the Local Salesforce Connection
Improve the performance of recipes run after a local Salesforce object sync by choosing to optimize the synced data. Optimization is available for full, periodic full, and incremental syncs.