Sync Issues and Integration Questions with Salesforce

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  • Updated 4 years ago
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One issue and one question, related to each other:

Issue: We are creating groups in Salesforce and they are no longer syncing. We created a group in error, which synced. We removed that group, adjusted the report and created a new group which did not sync. 

Question: How does your integration with Salesforce actually work (from a logic flow perspective)? It is not transparent as to how, when and in what order you should delete groups or contacts within Emma and delete groups and group memberships in Salesforce.

These two things combined seem to be a part of the reason the syncing has stopped working. I'd like to know better how to handle these situations as there will probably be many times the wrong or incorrect group is created in Salesforce and so we will need to remove those groups.
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markkaech

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  • frustrated.

Posted 4 years ago

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Planetree

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I understand your frustration. What I found, is that whenever you add/delete, or refresh your groups, I go to the Emma Set-up area in Salesforce, and run through that process again. You don't change anything, except the page where you are telling it which groups to sync. Make sure everything you want to sync is checked and then finish. You should be good to go!
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markkaech

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Thanks for the insight, however, this has not worked for our integration for some reason. Attempting to re-sync in Emma setup has stalled at 70%. We had a similar issue a week ago, during which it remained stalled at 70% until Emma found a fix. So we are still dealing with an issue here where the sync between the two platforms is broken and need a fix, as well as better understanding of the order and logic for actions to delete or remove groups.

Thanks for offering your advice though!
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Planetree

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Thanks Mark, sorry it didn't work. Katie from Emma, should be able to offer additional assistance. Good luck! I do know it's all possible, we have a very successful Salesforce/Emma integration :-)
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markkaech

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That's encouraging to hear! Thanks! Hope to hear back from Katie, soon. I sent her an email earlier, as well as posting this here.
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Emily Hollingsworth, Alum

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Hi Mark - I just wanted to reach out to let you know we saw your post. I see that you have a call on the books with Katie for tomorrow, so I'll leave you two to it! Feel free to post updates or additional questions here. Katie and I will circle up if needed!

Thanks!
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markkaech

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Thanks, Emily! Hoping my conversation with Katie addresses the issues we are having.