Add and Remove Remote Objects and Fields from Data Sync

Update data sync for connected external data sources to keep up with your changing business by adding objects, removing objects, and managing which fields are synced. Synced data is stored in CRM Analytics as objects that can be used in recipes.

Required Editions

Available in Salesforce Classic and Lightning Experience.

Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.

User Permissions Needed
To create a connection:	Edit CRM Analytics Dataflows

Note For help with managing data sync for local Salesforce objects, see Add and Remove Local Salesforce Objects and Fields from Data Sync.

1. From Data Manager, click the Connections tab. All objects configured to sync are listed under their connection name.
2. To add an object and its fields:
   1. Click the dropdown next to the connection. An object’s associated connection determines its sync schedule.
   2. Select Edit Objects.
   3. Find the object to add by scrolling or use the search bar. Select the checkbox next to the object.
   4. Select the checkbox next to the fields that you want to sync.
   5. Optionally, edit the field's attributes with .

      To use the field as a primary key for the object, enable the Is Unique ID attribute. Using defined primary keys allows updates to massive datasets in minutes by only processing changed records.

   6. If you’re using a connector that supports filtering the data synced to CRM Analytics, use the Data Sync Filter.
   7. Click Save.
3. To add or remove a field from data sync for an object already configured for sync:
   1. From the Connections tab, select the connection associated with the object. Use the search bar to find the connection and object if you have more than one connection. The connection's associated objects are listed.
   2. Click the name of the object to see its columns. Fields already included for sync are selected.
   3. To add a field, select the checkbox next to the field. To remove a field, deselect the checkbox next to the field.
   4. Click Save.
   

   Important Only field names with combinations of alphanumeric, dot, underscore, or dash characters are supported. If a connector includes field names that contain other characters,such as spaces or brackets, the sync fails.
4. To remove, or disconnect, an object from data sync:
   1. From the Connections tab, select the connection associated with the object. Use the search bar to find the connection and object if you have more than one connection. The connection's associated objects are listed.
   2. Click the menu to the right of the object that you want to remove.
   3. Click Disconnect Object.

   4. Click Disconnect.

      

      Note Remove the object from all recipes before you disconnect. Data sync stops pulling data from the data source to CRM Analytics when you disconnect an object. This impacts recipes and other assets that use this synced data.

Note

• Only field label changes appear in the preview data.
• The default value and precision must be consistent between combined data sources. Review other data sources’ configuration when changing the value and precision.
• For existing non-S3 connected objects, you can change measure and date field types to text. If you change a field to text and want to change it back, return to the field selection screen. Deselect the field, and select the field again. The field’s original type is restored when you continue to the preview screen.
• For new S3 connected objects, you can change any field type to any other field type. For existing connected S3 objects, you can change field types if you remove the object and fields then recreate them, or transform them after extraction.
• If the connection with your remote system times out, no rows load in the data preview. You can continue to edit field attributes and save, or cancel and try again to see if we're able to pull the data.

Important Connected objects are synced the next time the sync runs for the connection. To make the data immediately available in a recipe, sync manually.

See Also

• Configure Incremental Sync for Salesforce Data
• Schedule, Run, and Monitor Data Sync