How do I manage synchronized records?

Getting Started 

After your integration is running, you'll need to monitor and manage records that are shared between EveryAction/Bonterra CRM and Salesforce. 

Step 1: Identify synchronized records 

1. In Salesforce, synchronized records are marked with a special indicator

2. Look for the EveryAction/Bonterra CRM ID or sync status field on record detail pages 

3. These indicators help you recognize which records are being shared between systems 

Step 2: Handle sync conflicts 

1. Review the sync error logs in the integration dashboard 

2. Identify any records that failed to synchronize properly 

3. Determine the cause of conflicts (usually duplicate records or validation rule failures) 

4. Manually resolve conflicts by updating records or adjusting sync rules 

Step 3: Update linked records appropriately 

1. When editing synchronized records, be aware changes may propagate to the other system 

2. Follow your organization's process for determining which system should be the "source of truth" for different data types 

3. Use system-specific fields for data that should remain unique to one platform 

4. Allow sufficient time for changes to synchronize before verifying in both systems 

Step 4: Monitor integration health 

1. Periodically review synchronization logs 

2. Check for patterns in sync failures 

3. Adjust configuration as needed based on observed issues 

4. Contact support if persistent synchronization problems occur 

What else do you need help with?

• Understanding Bonterra CRM Salesforce Integration 
• How do I install the EveryAction/Bonterra CRM integration package?
• How do I configure data sharing between platforms?