PREREQUISITES: Perform this procedure, if in Step 4 of Configure a Salesforce synchronization, you have selected Contacts.
NOTE: If simultaneously one and the same item is being modified in both Sitefinity CMS and Salesforce, you can set which system has priority – which of the modifications is saved in both systems. To do this, click Administration » Settings » Advanced » SalesForceConnector. In Master adapter field, enter which system wins in case of conflict. You can enter SalesForce or Sitefinity. By default, items modified in Salesforce are persisted in case of conflict between the two systems.
EXAMPLE: You have several thousand leads in Salesforce, but you want to sync only leads from a specific company. In this case, you can filter Salesforce leads according to the value of their Company field. You must also choose to sync these leads with a specific Sitefinity CMS role.
IMPORTANT: Because Last name is a required field for Salesforce contacts and both Last name and Company are required fields for Salesforce leads, the user profiles that you are using must also have the Last name field, if you are synchronizing contacts, and Last name and Company fields, if you are synchronizing leads. For more information, see User profiles.
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