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Run Data Sync Manually

Run data sync manually the first time to make the data available in CRM Analytics to build recipes. Schedule subsequent syncs to regularly update the 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 run sync: Edit CRM Analytics Dataflows
Note
Note Data sync jobs don’t count towards your daily recipe run limit.
  1. In data manager, click the Connections tab to display the list of objects enabled for sync grouped by connection.
  2. To show and hide the list of objects, click the connection name.
  3. To run sync for all objects in a connection, click Actions button to the right of the connection name, and select Run Now. The connection is queued to sync.
  4. To run sync for a single remote object, click Actions button to the right of the object name, and select Run Data Sync.
  5. To run sync for a single local or external Salesforce object, first select the connection mode you want to use. Click Actions button to the right of the local object name, and select Edit Connection Mode.
  6. Choose from the following:
    1. Incremental Sync updates only rows that changed since the last sync. It’s the fastest option.
    2. Periodic Full Sync updates rows incrementally and periodically overwrites all rows with records in the Salesforce object.
    3. Full Sync updates all rows with records in the Salesforce object.
      Note
      Note

      The API Type for the connector must be BULKV2 for incremental and periodic full sync.

  7. Click Save.
  8. Click Actions button again, and select Run Data Sync. Use the Jobs Monitor tab of Data Manager to see the status of your sync.
Note
Note When reviewing the results of an incremental sync job in Job Manager, the Rows in and Rows out values represent the total number of rows across all syncs.

See Also