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Synchronize Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts

Synchronize Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts

Configuring and publishing the processes

Configuring and publishing the processes

  1. Open the
    Process Accounts
    process.
  2. On the
    Start
    tab of the Start step, select
    Cloud Server
    from the
    Run On
    list.
  3. Optionally, you can change the tracing level from
    Verbose
    to
    None
    on the
    Advanced
    tab.
  4. Save and publish the process.
  5. Open the
    Process Contact
    process.
  6. On the
    Start
    tab of the Start step, select
    Cloud Server
    from the
    Run On
    list.
  7. Optionally, you can change the tracing level from
    Verbose
    to
    None
    on the
    Advanced
    tab.
  8. Save and publish the process.
  9. Open the
    Dynamics 365 to Salesforce (Sync Account, Contact)
    process.
  10. On the
    Start
    tab of the Start step, select
    Cloud Server
    from the
    Run On
    list.
  11. Optionally, you can change the tracing level from
    Verbose
    to
    None
    on the
    Advanced
    tab.
  12. Save and publish the process.

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