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How to enable Salesforce Sync Notifications?

Do you want to get a notification as soon as the sync between Salesforce and SalesWings is broken? Follow these easy steps!

Pauline from SalesWings avatar
Written by Pauline from SalesWings
Updated over 4 months ago

If you want to be notified of a Sync failure by email, SalesWings for Salesforce offers an easy way to configure such notifications.

Please note that this feature is only available if you downloaded our Salesforce package version 2.117 and above. Download the latest package here

To configure Notification Settings, please follow the steps below.

  • First, make sure that the sync is enabled. If the sync is disabled notifications won't be sent.

  • Go to SetupCustom Settings and click “Manage” next to SalesWings Notification Settings

  • Click “Edit” if an org-default setting exists orNew” if an org-default Notification Setting is not defined yet.

  • Check the Active checkbox

  • Set the Notification Threshold to 6h. Notification threshold is the minimal amount of time the sync needs to be down before the sync notification is sent out.

  • Click “Save

With the notification settings configured as illustrated above, the notification will be sent out to the user running the last successful sync.

If you want the notification to be sent out to other users, you can do that by creating a personalized hierarchy setting record, by following the steps below.

SW Studio Notification Settings

Go to Setup Custom Settings and click “Manage” next to SW Studio Notification Settings.

The SW Studio Notification defines the users who will receive an email alert in case the synchronization process has not run for a given time.

This setting is of hierarchical type, which means that multiple definition can be created and assigned at:

  • organizational level: when defined the email alert will be sent to the user that turned the synchronization on

  • profile level: all the users with the associated profile will be notified

  • user level: the specified user will be notified

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