Through Leadspace for Salesforce, you can schedule a sync job to run automatically when a record is created or updated. Before you get started with creating event-based sync jobs, please read the Requirements & Limitations section below.
Requirements & Limitations
- Event-Based syncs are unique and have some special requirements in order to use them effectively:
- Leadspace Manager Permission Set assignment: Event-based triggers are sync definitions that are created by the user creating or updating the record. Therefore, these users must have the proper SFDC profile or Leadspace Permission Set permissions to run sync definitions. The minimum permission set that must be assigned to these users is Leadspace Manager.
An alternative is to go to Settings and enable the Allow Trigger for Non LS Permitted Users. This removes the requirement for assigning the Leadspace Manager Permission set to users, but you will still need to assign a permission set for FLS to the LS fields (next bullet). - Separate from the above is the need to provide field level security (FLS) access to SFDC users that are creating or updating records. The lowest permission set to assign for this is Leadspace Single Enrich. This will provide FLS access to all LS fields, and access to the Leadspace Enrich Button. It will not provide access to the LS4SF application.
- Leadspace Manager Permission Set assignment: Event-based triggers are sync definitions that are created by the user creating or updating the record. Therefore, these users must have the proper SFDC profile or Leadspace Permission Set permissions to run sync definitions. The minimum permission set that must be assigned to these users is Leadspace Manager.
- 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.
For more information, please refer to Leadspace for Salesforce: Permission Sets.
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)