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New Idea

Creating contacts via the Bi-directional Real-time SFDC sync

Related products:CS Rules Engine
  • February 23, 2023
  • 0 replies
  • 42 views
  • heather_hansen
    heather_hansen
  • dayn.johnson
    dayn.johnson
  • Todd Dowell
  • ajprince
    ajprince

Tomas Trijonis

Our use case: we want users to be able to create and update contacts in GS or SF and those changes be immediately represented in the opposing platform.

 

Two problems which we encountered:

  • It is impossible to create a contact in GS->SF. I believe the technical reason was inability to create SFIDs.
  • Filters are not honored in real-time rules. This means we would all of a sudden start pulling all the contacts SF->GS, that‘s undesirable for us. So we cannot create in GS from SF as well.

Currently the only solution for this is to leave the real-time sync for Updating only. It would be great to have the ability to also create new contacts both ways.

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