+9I understand the PX integration schedule with Salesforce (3 AM, 11 AM, and 7 PM GMT) and how I can trigger a manual sync via the Synchronize button.
And I understand how the Contact matching logic works.
My question is when does the Contact matching happen? During those specific integration syncs? On manual syncs as well? I can’t deduce that specific detail from the documentation.
+2
+9Thanks,
When I forced a manual sync yesterday that did not seem to be the case: the unmatched contacts I was attempted to resolve were still unmatched.
However, after the next few syncs, they are matched this morning. So I have confidence it at least happens during the scheduled integration points.
+2Interesting, but it should always perform the match process.
One important thing to understand is that the integration process only syncs records from SFDC → PX based on the last modified dates and does not perform a full sync on every run, whether manual or automatic. See below:
+9I think that explains it:
The integration wasn’t working prior to the manual sync I forced.
So there was probably an issue with what it was pulling from the most recent sync and/or it took some time to get fully calibrated on the sync schedule.
It makes sense that it worked itself out on the next scheduled sync.
And I imagine it’d match in real time on any manual syncs going forward.
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