Considerations When Creating or Updating Dataflows with Data Sync

Keep these behaviors in mind when creating or updating a dataflow with Data Sync enabled. Data Sync is enabled by default if you turned on CRM Analytics after the Winter ’20 release.

• When you upload a dataflow definition file or update a dataflow in the dataflow editor, CRM Analytics validates the definition file or dataflow. If you see errors displayed, correct them, and upload the file or update the dataflow again.
• Dataflow definition file uploads can take longer because CRM Analytics is validating the file and using the sfdcDigest nodes to define sync settings.
• When you remove an object’s sfdcDigest node from the definition file, sync is not disabled for that object. If necessary, disconnect the object from sync on the Connect tab of the data manager.
• When you remove a field from an sfdcDigest node, the field is still included for sync. If necessary, exclude the field in the objects sync settings.
• When you add a field in an sfdcDigest node, the field is included for data sync and a sync is triggered for the object when the dataflow next runs.
• When you unschedule the dataflow, CRM Analytics does not disconnect the Salesforce objects and fields from sync.