7. Configure data syncing

Starting in SlapFive Advanced version 4.4, the app caches SlapFive Company, Member, Board, and Story records in Salesforce to accelerate display of the View lists in the custom UI component.

Note: the data syncing uses the Embedded URLs and the SlapFive Salesforce Role filters you define in Step 5.

SlapFive Admin tab

The SlapFive Advanced App includes a tab called SlapFive Admin which is used to configure the data syncing between SlapFive and Salesforce. To access this tab, the User must be assigned to the SlapFive Admin Permission Set.

Within the SlapFive Admin screen, the Dashboard tab shows a summary of the Sync Status, Last Sync, and the number of records that have been synced.

The Sync Management tab lets you schedule automatic syncs, manually execute syncs, and view the history of syncs.

When configuring your sync, these options are available:

Sync Configuration:

• Enable Automatic Sync: Turn this on to activate the data sync.

• Sync Frequency: Select how frequently you want to sync the data.

• Execition Time: Select the time of day to sync.

Manual Sync Operations:

• Click any of the blue buttons to manually sync the records for that object.

Bulk Operations:

• Sync All Objects: Click this button to sync all 4 objects.

• Clear All Data: Click this button to clear the synced data to start fresh.

Sync History:

• View the Sync History to confirm that the sync jobs have completed successfully.