How to Set Up Salesforce Data Refresh in Revlitix
Introduction
Keeping your Salesforce data up-to-date in Revlitix is crucial for accurate reporting and analysis. By setting up a data refresh interval, you can ensure that the latest Salesforce data is synced with Revlitix at regular intervals. Follow these steps to configure your Salesforce data refresh settings.
Steps for Setting Up Salesforce Data Refresh
Step 1: Access the Integrations Tab
Go to the Integrations tab in Revlitix.
Step 2: Select Salesforce
Click on Salesforce to access the integration settings for your Salesforce account.
Step 3: Choose Your Account
Click on your account name to manage your Salesforce data refresh options.
Step 4: Set the Data Refresh Interval
Under the refresh settings, select the Data Refresh Interval.
Step 5: Choose a Refresh Interval
Choose how often you want your data to refresh. The available options are:
Every 4 hours
Every 8 hours
Every 12 hours
Every 24 hours
Step 6: Save and Next
After selecting your desired interval, click on Save and Next to finalize the setup.
Conclusion
By setting up a regular data refresh for Salesforce in Revlitix, you can ensure that your data is always up-to-date for better decision-making. You have the flexibility to choose how frequently the data refreshes, depending on your business needs.