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Leadspace for Salesforce: Periodic Sync

Through Leadspace for Salesforce, you can now schedule a sync job to automatically run daily, weekly, monthly, or quarterly.

*Please note that periodic sync jobs currently can NOT be scheduled to run at a specific time. You can only define how frequently a periodic sync job will run, relative to when the job was first defined and run.

How to Run a Periodic Sync Job

  • Navigate to the "Sync Definitions" tab of the Leadspace for Salesforce app
  • Create a new sync definition
    • Enrichment Job Name: Name your sync job.
    • Select Object: Select the object you want to enrich.
    • Select Sync Type: Select "Periodic".
    • Refresh Period: Select how frequently you want the sync job to be automatically run - daily, weekly, monthly, or quarterly.
    • Select Use Case: Select "All fields" if the sync job is a standard enrichment and you want all Leadspace fields to be populated. Select "Intent" if you only want intent fields to be populated.

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  • Define the sync job criteria

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  • Click "Apply Filters" and run the sync job
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