Use the On Demand Sync feature in Ordway Settings in Salesforce to sync Ordway objects to Salesforce. You can select an object, apply filters to limit the records to sync, and configure the batch size.
Contents
Access Ordway Settings
- In Salesforce, open Ordway Settings.
- Open the Sync Jobs tab.
Configure On-Demand Sync
- In the On Demand Sync - Ordway to Salesforce section, select the object you want to sync from the Object drop-down list.
- In Filters, select the applicable filter.
- If you select a filter other than None, enter the corresponding record IDs in the Value field.
- Set the Batch Size to one of the supported values: 1, 5, 10, 15, or 20.
Example: Sync Plans
To sync Plan records:
- Select Plans from the Object drop-down list.
- In Filters, select None or Plan ID.
- If you select Plan ID, enter the required Plan IDs in the Value field.
- Select the required batch size.
Configure the Batch Size
Select one of the following batch sizes:
- 1
- 5
- 10
- 15
- 20
Start the Sync
- Review the selected object, filters, values, and batch size.
- Click Sync from Ordway to start the synchronization.
Comments
2 comments
The title of this article says from Salesforce to Ordway, but the actual details are about from Ordway to Salesforce.
Thanks Matt Caruso! I have updated the title for clarity. We appreciate your feedback to improve our content.
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