Manage Auto Sync

Set up regular updates to your reports in eSpatial

You can view a list of your Salesforce.com reports and auto synced datasets from your library.

Salesforce.com reports 

Go to the Datasets tab in your library and all Salesforce reports will have “Salesforce” written in the Integration column.

Intergrations

Auto Sync

You can view a list of all your Auto Sync Updates under the “Auto Sync” tab. To cancel a Auto Sync, simply click on the x in the row of that scheduled update report.

Image displaying Auto Sync in eSpatial Library

Create a New Auto Sync

To create a new Auto Sync for reports that have no scheduled update against them, from the datasets tab, click on the cog just to the right of the report name, click on actions, click on Auto-Sync, and select Daily or Weekly.

Update report now 

For any auto-sync report, you can update it manually by simply clicking on the “Run Now” button. For a report that has no Auto sync scheduled, from the datasets tab, click on the cog just to the right of the report name, click on actions and click on sync.