Difference between revisions of "Steps Required to Synchronize Companies and Contacts"
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Revision as of 14:27, 18 May 2010
The following steps need to be followed in order to implement this feature.
- Establish a common role for contacts and a category for companies that will be used to pass custom field data between instances. Each instance should use the same role and category.
- Activate the Object Sync Feature in each instance through the Global Settings page.
- The instance details for each copy must be added to the other instance’s UTA.
- An encryption key must be generated for each organisation that exchanges data.
- Securely pass the encryption key to the appropriate organisation.
- Test the process thoroughly with sample data before using the feature in a production setting.
