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 Platform. This feature offers the capability to seamlessly sync your data, ensuring that your information is up-to-date and accessible within the Conga Platform.

Below are the supported features in data sync:

One-time sync from Salesforce to Conga Platform
Delta data sync from Salesforce to Conga Platform
Real-time sync data from Conga Platform to Salesforce

To include system audit fields (CreatedDate, CreatedBy, UpdatedDate, and UpdatedBy) in the reverse data sync from Conga Platform to Salesforce, you need to:

Map the Conga 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.

Navigating to the Data Sync User Interface

The Data Sync user interface allows administrators to seamlessly manage, modify, and monitor the synchronization of master data between external systems and the Conga Platform. It offers a solution to synchronize master data at regular, scheduled intervals (or on-demand) ensuring that the Conga Platform stays updated with the latest information from external sources. Administrators can also monitor the status of sync jobs, review past runs, and trigger manual sync as needed.

A key feature of this interface is its ability to map source objects to target objects, including the option to create and map new target objects if they don't exist. During object creation, default target fields are automatically generated, and source fields can be easily mapped to corresponding target fields.

To open the Data Sync UI:

Log in to the Conga Platform as an admin user.
Click the App Launcher () icon from the top-left corner > Admin Console > Data Sync. The Mapped Objects for Data Sync page appears with a list of objects.

Overview of the Data Sync UI

The Data Sync Admin UI comprises the following features to streamline your data synchronization process:

Setting: Configure the data sync infrastructure.
Create Object Mapping: Define the rules and mappings for transferring data between objects.
Sync Now: Perform on-demand data sync manually.
Run History: View data sync run history and associated error messages. The page displays a list of data sync IDs and other information, including whether or not the sync was successful. You can click on an entry in the run history to view any error messages or other details that are provided.
Import and Export Objects: Import objects from external systems or export objects in JSON format.
Schedule Data Sync: Set and schedule master data to be synced at specified intervals.
All Object Mappings: View a list of imported external system objects and perform source-to-target mapping from a single screen.