Last Updated: Aug. 9, 2024
Through Leadspace for Salesforce, you can now schedule a sync job to run automatically when a record is created or updated.
Requirements & Limitations
- Event-Based triggers for record creation will only work with records created one-at-a-time in your system from any source. If you have a data source that creates new records as part of a bulk process, or if you are creating records via dataloader, it will not trigger the Event-Based > Record Created Sync. Please use the 'Minutely' periodic sync as an alternative.
- Event-Based triggers are best for customers that have lower volumes of records created or updated per day. If you have a heavier volume of created or updated daily records (200+), please consider periodic jobs instead.
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".
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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.
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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)