Sync Data with CG Cloud Processing Services

When you create or edit data in your Salesforce org, the data must be updated in a processing service. With SF Data Sync, you can choose the changed objects and sync the new data with the processing service. You can run the sync as a batch process, continuously, or at specified times.

When you make changes to these data, ensure that you sync the changes.

• Sales organization data: Includes objects such as Sales Organization, Business Year, Custom Period, and Custom Calendar.
• Product data: Includes objects such as Product, Product Hierarchy, Product Part, and Product Manager.
• Customer data: Includes objects such as Customer Extension, Customer Trade Org Hierarchy, and Customer Category Profile.
• Template metadata: Includes objects such as Promotion Templates and System Settings.
• Calculation data: Includes objects such as KPI Maps, Condition Search Group, Condition Search Rule, and Week Day Share Profile.

When you configure data sync from a Salesforce org to a processing service, the system replicates the objects in the Salesforce org in the processing service. When data is synced from a processing service to a Salesforce org, the system retrieves data from either shadow tables or the Salesforce writeback staging table to the objects in the Salesforce org. To sync data, the system triggers change handlers for all updated objects. For example, the system triggers the Product Cache Refresh change handler when you update the Product object. Change handlers automate the product filter cache update process, thereby reducing manual effort.

We recommend that you designate one user for syncing data with processing services. If multiple users are responsible for syncing data, make sure that all these users have the same field permissions for the objects that the data is synced for.

• Manually Initiate Sync
  You can manually initiate the sync or re-sync process for objects. When you sync, all created, updated, or deleted records for selected objects are synced with CG Processing Service. When you re-sync, the existing CG Processing Service records for selected objects are deleted and all records for selected objects are synced. For both sync or a re-sync process, records are synced for selected objects, and if objects aren’t selected, records are synced for all objects. We recommend using re-sync every 24 hours or when you face configuration-related issues. You can also configure continuous sync. When you configure continuous sync, a scheduled Apex job runs at intervals to start the sync or re-sync process. By default, the interval is set as 10 minutes for sync and 24-hours for re-sync. You can change the interval time from the Sync_Offset system setting.
• Schedule a Sync Process
  You can schedule the sync process to occur once every 24 hours. If you don’t schedule a sync process, the system syncs data at midnight by default.
• Schedule Server Processes
  To fulfill business processes, run the batch server processes available with the Trade Promotion Management package. These server processes manage recalculations for updates in interfaced data and require that the master data be loaded into the system. When you schedule the TPM Calculation chain, the server process runs Promotion Reorganization—cleaning up deleted or inactive promotions, Promotion Calculation, Account Product List, and Account Plan Add-Ons.