Salesforce Lookup Auto Sync

This guide will explain how to enable automated Salesforce Lookup sync for all users organization-wide. The auto-sync will be performed automatically for each user based on the selected sync frequency once a user opens the app while the device is online.

1) Please open the Formyoula Account Setup page - https://app.formyoula.com/setup/account

2) Please select the “Salesforce Record Auto Sync Type” (days or hours).

3) Please select the “Salesforce Record Auto Sync Frequency”.

4) Please save the settings by clicking on the “Update Organization” button:

For any questions, please email us at [email protected].