AnsweredAssumed Answered

Salesforce Sync with Lead Partitions Best Practices

Question asked by 9e1a7b245e73ac0b560f318ed8d173082fd11fe5 on Jul 28, 2014
Latest reply on Jul 29, 2014 by 9e1a7b245e73ac0b560f318ed8d173082fd11fe5
Hi All,

I'm fairly new to workspaces and partitions and am wondering if you guys have any tips around syncing to Salesforce.com for an org that has multiple partitions, not all of which should be synced with SFDC.

Here's the setup that I have:

Worspace: Corporate
  •           Partition A
  •           Partition B
  •           Partition C
  •           Partition D
Workspace A
  •           Partition A
Workspace B
  •           Partition B
Workspace C
  •           Partition C
Workspace D
  •           Partition D


     Only A and B should be syncing back to SFDC, and C and D should never go to Salesforce.com.

     How do you keep the sync to SFDC clean?

     Do you create a "Sync to SFDC" smart campaign in the Corporate workspace with conditions about partitions? ie Smart List = Partition A + B, Flow "Sync to SFDC"?

     Is there anything else I'm missing?

     Any thoughts and suggestions would be appreciated!

      

Outcomes