Sync prospects from Salesforce to Outplay. Sync old and new prospects to your Outplay account.
There are a few aspects to consider while setting up the Integration.
Before Integration with Outplay
The sync behaves differently for the data that are already existing in Salesforce.
After Integration with Outplay
The sync behaves differently for the data that are created after the Integration with Outplay.
Before integration with Outplay
Let’s assume there are 100 contacts in our Salesforce account. In order to sync all 100 contacts to our Outplay account, we have to select all those 100 contacts in Salesforce and choose the bulk edit option to update any field for them in Salesforce. When we update the prospects, the API captures those updated prospects as new prospects and syncs them into Outplay automatically.
Example: If the Twitter field is not used, then select all the contacts in Salesforce and bulk update the twitter field.
Process: After updating contacts in Salesforce, go to your Outplay account, Profile >> Settings >> integrations and API >> Salesforce Integrations >> Prospect and click on 'Sync now'.
After integration with Outplay
All the contacts that are created after the integration will be considered as new prospects and sync into Outplay automatically. Here, no updation of fields is required to sync them into Outplay.
Updating contacts information in Salesforce.
When we update a contact in your Salesforce account, the prospect will get updated automatically in outplay as per the sync cycle (10 mins – default).
NOTE: The default periodical polling sync can be changed at your convenience.
NOTE: Updating prospects will not create duplicates in Outplay.