Bidirectional Sync from C360
CS 360 Company & Relationships
As a CSM, I would like to be able to edit specific fields in C360 that will sync over to the account or any other related objects in Salesforce. I currently have to create a CTA to take advantage of bidirectional sync (which adds additional steps). I wish I could simply edit in C360 and see the changes reflected in Salesforce so that I don't have to keep changing systems.
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This works for fields from the Account and CustomerInfo objects.
Is there a way to do this in the NXT version?
We also have a few fields that we would like to have a bidirectional sync with salesforce.
The CTA takes many additional steps just to update a field and I don’t want to add hopping between tools and waiting for it to sync over to GS to update a field
Hi@zoeyk , there are two parts to this
Hope this is helpful.