Video Tutorial
In this article, you’ll learn how to perform a bi-directional sync in Salesforce. Step 1: Navigate to Settings.
Step 2: Proceed to the Object Manager.
Here, you’ll see fields already synced with Salesforce and Satisfy.
Step 3: Look for the Edit option.
This option lets you input the following:
Step 4: Enter the field available in the CRM.
Step 5: Specify the display name in Satisfy for the Salesforce field.
After editing, you’ll need to save your changes.
Step 6: Click on Save.
This sync feature is applicable for accounts, opportunities, and people.
Step 7: Under Opportunities, you’ll see both Status 5 fields and Salesforce fields.
If you’ve already integrated these, you can edit the field and sync it.
Step 8: Edit the field.
Step 9: Perform the sync.
You can repeat these steps for people as well.
Step 10: Repeat the process for People.
That’s it! You’ve successfully performed a bi-directional sync in Salesforce.