Data Sync is enabled by default if you turned on CRM Analytics after the Winter ’20 release. If you turned on CRM Analytics before the Winter ’20 release, manually enable Data Sync and Connections to optimize your dataflows and connect to external data.
Required Editions
| Available in Salesforce Classic and Lightning Experience. |
| Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. |
| User Permissions Needed | |
|---|---|
| To enable data sync and connections: | Customize Application |
Important Before you enable Data Sync, we recommend that you read Understand What Happens When you Enable
Data Sync and Connections.
- From Setup, enter Analytics in the Quick Find box, then select Settings.
- Select Enable Data Sync and Connections.
- Save your changes.
Important After you enable Data Sync and Connections, make sure that you run data
sync before your dataflows next run. Dataflows with sfdcDigest nodes fail until data sync
has run and completed for the first time.
- Understand What Happens When You Enable Data Sync and Connections
Data Sync is enabled by default if you turned on CRM Analytics after the Winter ’20 release. If you turned on CRM Analytics before the Winter ’20 release, you can manually enable Data Sync. When you enable the Data Sync and CRM Analytics Connections setting, CRM Analytics looks at the sfdcDigest nodes in your existing scheduled dataflows to see which Salesforce objects and fields you’re currently extracting. Using this information, CRM Analytics enables sync for each object to extract the data separately. Understanding exactly what happens when you enable Data Sync helps you identify other actions to consider to ensure that your sync runs successfully.