Ability to search for Sync to CRM Errors (error in sync criteria) | Community
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Abby_Ryan
Abby_Ryan
Level 2
November 12, 2015
New

Ability to search for Sync to CRM Errors (error in sync criteria)

  • November 12, 2015
  • 5 replies
  • 4591 views

Finding and fixing broken records is always high priority for our team. What we have difficulty with is finding criteria to use when searching for lead records who's sync to SFDC (or any other CRM) has failed. There's the "Not Synced to Salesforce" criteria, but that doesn't cover an attempted sync and error code. Having this option (especially with constraints to narrow down on the reason) would be incredibly helpful for data clean up.

    5 replies

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    November 15, 2015

    HI Abby,

    Similar idea here :

    -Greg

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    November 15, 2015

    And also, on the same domain :

     

    -Greg

      A
      Anonymous
      February 10, 2016

      Yes a log of sync faillures would be helpful.

      I currently use SFDC Type is Empty to identify leads have have never synced to SalesForce.  Something as simple as an invalid email address can cause that initial sync to fail.

      Grégoire_Miche2
      Grégoire_Miche2
      Level 10
      February 10, 2016

      Hi Joe,

      The ones that never sync'ed are the easier to spot. We really need this idea implemented, and also this one :

      -Greg

        Grégoire_Miche2
        Grégoire_Miche2
        Level 10
        March 9, 2016

        In fact, what we need here is a "lead was not synced" filter (and possibly a similar trigger), with some structured reasons such as:

        • Validation rules
        • Record filtered
        • record deleted
        • ...

        And a detailed field that could be searched using "contains" filters.

        if this is not possible, at minimum, we would need the activity detail to be available as a constraint on the "Lead Was Synced to SFDC" filter.

        -Greg

          Abby_Ryan
          Abby_RyanAuthor
          Level 2
          May 17, 2016

          EXACTLY, Grégoire! That would be perfection.

          A
          Anonymous
          December 6, 2016

          I can't YES this enough.

          K
          kh-lschutte
          February 6, 2020
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