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Syncing Salesforce Records

Once you have connected Salesforce to your Spinify account and set up your users, you will most definitely want to get into creating competitions! You can go ahead and create competitions straight away, but you may notice that there aren't any scores listed at first.

If this is the case, you can go to the Spinify App in Salesforce and click on the "Spinify Setup" tab.

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From here you can see in the "Current Status" box, the total number of pending records to sync. This will tell you how many records will need to sync before your competitions will have all of their data.

Note: If you want to create a competition that starts in the past using your Salesforce integration, it must be for a date which is a maximum of 90 days before you set up your Spinify integration.

If you want more detail so that you can start creating some specific leaderboards you click on "Setup Sync" to see the specific objects and the number of records queuing to sync.

 

Salesforce: Disable Object Sync

You can now disable syncing for individual Salesforce objects directly within the Spinify AppExchange app, making it easier to pause data syncing without changing object filters.

With the new Syncing Enabled option, you can completely stop syncing for an individual object. When disabled, Spinify no longer queries the object or runs the associated Apex job, reducing unnecessary processing. If syncing is enabled again later, only the previous 30 days of data will be synced, allowing you to resume quickly without processing older records.

To use this feature, navigate to the object you want to edit within the Salesforce integration and simply toggle the Syncing Enabled checkbox on or off.

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Note: This feature is available in version 3.37 of the Spinify AppExchange app. If you're running an earlier version, you'll need to update to the latest release before this option becomes available.

 

🎓Want to learn more about optimizing your Salesforce CRM Integration? Register here to access Spinify Academy!🎓