Managing Data Sync
The Data Sync feature serves as a vital tool when you need to synchronize data from your existing Salesforce system to the Conga Advantage Platform. This feature offers the capability to seamlessly sync your data, ensuring that your information is up-to-date and accessible within the Conga Advantage Platform.
Below are the supported features in data sync:
- One-time sync from Salesforce to Conga Advantage Platform
- Delta data sync from Salesforce to Conga Advantage Platform
- Real-time sync data from Conga Advantage Platform to Salesforce
Note:
To include system audit fields (CreatedDate, CreatedBy, UpdatedDate, and UpdatedBy) in the reverse data sync from the Conga Advantage Platform to Salesforce, you need to:
- Map the Conga Advantage Platform fields to the corresponding Salesforce fields. For more information, see Creating and Managing Object Mappings.
- Enable the permission to create audit fields for standard profiles in Salesforce. For more information, see Enable the permission 'Create Audit Fields' for standard profiles.
