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Leadspace for Salesforce: Event-Based Sync

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

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  • 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.

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  • Click "Create Definition" and run the sync job

How to Stop a Triggered Sync Job

  • Navigate to the "Settings" tab
  • Disable Event-Based Trigger
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