Ability to Sync Salesforce Contact on Recurring Basis in JO Program

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I am trying to build a renewal reminder email JO based on data that is mostly located in SFDC - aka. filtering to specific opportunities and contacts that are admins on that same account. I need the participants to continue to sync daily so that it continues to send to the people each day that meet our criteria but, I am struggling to find a way to create a recurring sync with the data being located in SFDC.

I can build the logic in query builder and get results I expect but, it appears that I cannot schedule a recurring sync of those participants.

When I try to build a Segment it continues to lock up and when I build a Data Designer it seems I am missing required fields for Company ID and Recipient email address even though I have those in my SFDC data. Is there any other workaround or way to achieve this?? What am I missing to get this going?

alizeeAnswer

VIP ⭐️⭐️⭐️⭐️⭐️

Hi @RGrieco

You can schedule a recurring sync, per the below:

Hope this helps.

A.

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.

alizeeAnswer

VIP ⭐️⭐️⭐️⭐️⭐️

Hi @RGrieco

You can schedule a recurring sync, per the below:

Hope this helps.

A.

Translate

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.

RGriecoAuthor

Helper ⭐️

Thank you for the suggestion and screenshot. That was what I was missing before. Should be good to go now! 😎

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