Through Leadspace for Salesforce, you can now schedule a sync job to run automatically when a record is created or updated.
How to Run an Event-Based Sync Job
- Navigate to the "Settings" tab
- Ensure that Event-Based Trigger is enabled
- Navigate to the "Sync Definitions" tab
- 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 "Event-Based".
- Select Event:
- Record Created: A record will be automatically enriched when created.
- Record Updated: A record will be automatically enriched when the selected field(s) on that record is updated.
- Select Use Case:
- Standard/Recommended: Only standard/recommended fields will be populated.
- All Fields: All Leadspace fields will be populated.
- Click "Create Definition" and run the sync job
How to Stop a Triggered Sync Job
- Navigate to the "Settings" tab
- Disable Event-Based Trigger
- Ensure that "Event Based Trigger" is set to 'Disabled' if running a large batch of records (can be reenabled after the sync job completes)