After the data sync integration is set up using the Connect Salesforce steps, easily manage and configure it to tailor the integration to your specific needs.
Manage your Salesforce data syncs with the following actions:
Select from the tabs to manage the integration:
Manage the Salesforce Integration
🚨 Managing Salesforce requires the "Modify data integration settings" permission. This includes the Rally default roles Admin, Ops Manager, and Developer/IT.
In the top left corner of Rally, select your workspace name and select Settings.
From the sidebar, select Integrations.
To the right of Salesforce, select Manage.
Learn more about management options in the sections below.
Sync Configuration
Update your sync configuration settings at any time to better fit your needs.
Select record type to sync
You can configure Rally to either sync people to Contacts or Leads.
Select list to sync
You can select or change which Salesforce list Rally syncs with.
Create new people in Rally during sync
If a Salesforce record isn't found in Rally using the person's identifier, a new Rally record will be created.
If enabled, select which Population to sync records to.
What should Rally do if a record exists in Rally but is missing in Salesforce?
When a person record exists in Rally but is missing in Salesforce (record was removed or deleted), you can determine what action Rally takes.
Do nothing
Opt out missing people in Rally
When selected, people missing from Salesforce will be marked as Opted Out in Rally so they cannot be contacted.
Delete missing people in Rally
When selected, people missing from Salesforce will be completely deleted from Rally, and all their historical data from Rally removed.
Trigger sync whenever a CSV is uploaded to Rally
When enabled, Rally will automatically trigger a sync any time a .csv file is uploaded to auto-fill missing data from Salesforce, so a researcher uploading a list of participants can be sure they get the latest, most complete participant records without the extra work.
Contact Rally to get this feature.
🚨 The preference to automatically "delete people in Rally if deleted in Salesforce" is hidden by default to avoid active or historical participants accidentally being deleted from Rally. Contact Rally to enable.
Property Mapping
Add, update, or remove property mappings between Salesforce and Rally, and configure their sync directions and conflict resolution setting.
Within the Salesforce integration, select the Property Mapping tab.
Select + Add property mapping to map a Salesforce field to a Rally property.
Select the desired Salesforce Field and the property in Rally to map it to.
Set the Sync Direction: Two Way, Salesforce to Rally, or Rally to Salesforce.
Set the Conflict Resolution: Prefer Salesforce, Prefer Rally, or Last Updated.
Repeat the steps for any additional fields to map and update as needed.
Select the trash icon if you need to to delete a property mapping.
Rally currently supports mapping the following field types from Salesforce to Rally:
Salesforce Field Type | Rally Field Type |
picklist, reference | single-select* |
multipicklist | multi-select* |
boolean | checkbox |
double/int | number |
string, textarea | text |
data, datetime | date |
*We only map up to 100 unique options per single- or multi-select Property.
💡 Rally supports syncing with Account fields. If a Contact is associated with an Account, you can select any Account field in Salesforce to be mapped to a Property in Rally.
Sync History
View a table of all prior syncs to see how many people had data updated during each sync.
The # updated refers only to rows that have changed
We update when data in Salesforce is different than what is stored in Rally
Check the status column to see if daily syncs are successful or not. If syncs are failed or canceled, contact Rally to learn more about why and how to resolve it.
Start or Stop Syncs
Run Manual Sync
Kick off a sync immediately, rather than waiting for the next 24hr interval, by selecting Run Manual Sync.
Pause or Resume Syncs
Pause data from syncing between Rally and Salesforce until you select Resume.
Delete Connection
Delete Connection will disconnect Rally and Salesforce, prevent any more syncs from occurring, and remove all property mapping configurations.
Learn more about using Salesforce
Connect Salesforce Connect and sync data between Rally and Salesforce.
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