Syncing Existing Data to Salesforce (Manual Sync)

Devs -

It's possible to apply Salesforce actions to pre-existing FluidReview objects using the Manual Sync. This is useful when your site has been collecting data before the integration was set up.

To sync pre-existing FluidReview objects:

  1. Select Configure your site from the left-hand navigation.
  2. Click the name of your Salesforce integration.
  3. On the integration page, click the Manual Sync button on the right side.
  4. In Manual Sync, press the Start Sync button. This will sync all FluidReview objects that existed before the configuration was setup/modified.
  5. Click Done.

Note: Deleted, withdrawn, and archived submissions will not be synced even with a Manual Sync.

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