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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 Statisfy. 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 Statisfy 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 Statisfy 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.

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Turning on the push to Salesforce

Edits in Statisfy go to Salesforce only when the Enable upstream sync checkbox is on in the object’s CRM Fields section in Settings → Object Manager. When you turn it on for People or Opportunity, a confirm dialog lists how many records the first sync will update, create or link, skip, or not create. Select Turn on to confirm or Cancel to keep it off. See Upstream Sync Toggle. Statisfy does not create a Salesforce contact for a person with no customer, a person whose customer has no Salesforce account, or a person whose email is on your company’s own or alias domain. Linked contacts still update. An account field can push to Salesforce and to Gainsight at the same time, with one target field each. It cannot push to Salesforce and HubSpot together. See Push to CRM. If Retry or Force sync reports that sync is off, turn on the checkbox for that object. Both need data write permission. See Sync Issues.

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Syncing Custom Object Edits Back to Salesforce

Custom objects you’ve brought in from Salesforce (see the Salesforce Integration) can also push edits back. Two switches control this: 1. Turn on writeback for the object. In Settings → Object Manager → Custom Objects, find the object and check Sync to Salesforce. You’ll see a confirmation that writeback is enabled. 2. Make the fields you want pushable. Open a field on that object to edit it:
  • Turn on Editable so users can change the value in Statisfy.
  • For fields that came from Salesforce, edits push back to the original field automatically.
  • For fields you created in Statisfy, fill in Salesforce field API name to tell Statisfy which Salesforce field to update — leave it blank to keep the field local to Statisfy.
Once both are set, users can edit the object’s record values directly in Statisfy — inline in the record grids on the account page’s Objects tab and in the record detail sheet (see Editing custom object records). Saved edits are picked up by the writeback on its next run and flow to Salesforce, the same way account, opportunity, and people fields do.
A field only pushes back when the object has Sync to Salesforce checked and the field is Editable with a Salesforce field to write to. Statisfy refuses edits to a Salesforce-synced field while the object’s writeback is off, and refuses clearing a synced field’s value entirely — clear it in Salesforce instead. If an edit isn’t reaching Salesforce, check those two settings first.