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Salesforce Sync

The Salesforce Sync activity pulls recently updated records from a configured Salesforce integration into the Una model.

Purpose​

Use the Salesforce Sync activity to:

  • Keep Una CRM data up to date with Salesforce on a scheduled basis
  • Trigger an on-demand Salesforce sync as part of a broader data workflow
  • Combine a Salesforce sync with downstream reporting or notification steps

Prerequisites​

A Salesforce CRM integration must be configured in Una (under Settings → Integrations). The integration defines the Salesforce connection credentials and the object mappings to sync.

Configuration​

Integration​

Select the configured Salesforce integration from the dropdown. The dropdown lists all CRM integrations of type Salesforce that have been set up.

Cutoff Date (Last N Days)​

The number of days to look back when determining which records have been updated. Only records modified within this window are synced.

  • Default: 7 days
  • Minimum: 1 day
  • Maximum: 100 days

This is a rolling window from the current date at runtime, not a fixed date range.

Behavior​

  1. The configured Salesforce integration is loaded by its ID.
  2. The cutoff date is calculated as today − LastNDays.
  3. The integration provider syncs all records modified since the cutoff date.
  4. On success the activity returns Success. On any exception, the error is logged and the activity returns Error.

Usage Patterns​

Daily Salesforce Sync Workflow​

(Scheduled) ──> Salesforce Sync ──> Run Calculation ("RefreshCRMMetrics")
                  └── Integration: Salesforce Production
                      Last N Days: 1

Weekly Full Refresh​

Salesforce Sync ──> Run Report Book ("CRM Weekly Report")
  └── Integration: Salesforce Production
      Last N Days: 7

Usage Notes​

  • The sync window is always relative to the current date. A value of 7 means the last 7 calendar days, recalculated at each run.
  • The integration must be configured before the workflow is created. If the integration is deleted or disabled, the activity will fail at runtime.
  • The sync scope (which Salesforce objects are pulled and how they map to Una) is defined in the integration configuration, not in this activity.

Best Practices​

  • For daily scheduled workflows, set Last N Days to 1 or 2 (1 for same-day, 2 as a safety buffer for timezone differences).
  • For weekly or monthly syncs, use a larger window that matches the schedule cadence.
  • Wire an error arrow to a notification activity so Salesforce connection failures are surfaced immediately.

JSON Reference​

{
  "discriminator": "SalesforceSyncWorkflowActivity",
  "activityId": "<uuid>",
  "name": "Salesforce Sync",
  "positionX": 0,
  "positionY": 0,
  "advanceRule": 2,
  "lastNDays": 7,
  "integrationId": 42
}
PropertyTypeDescription
lastNDaysintegerCorresponds to the Cutoff Date (Last N Days) field. Number of days to look back for updated records. Defaults to 7.
integrationIdintegerCorresponds to the Integration dropdown. The numeric ID of the configured Salesforce CRM integration.