simPRO - Salesforce Integration - SyncEzy Portal User Guide

simPRO - Salesforce Integration - SyncEzy Portal User Guide - Get Employees


IntegrationPortal User Guide

simPRO - Salesforce Integration - Get Employees


The second function of the simPRO - Salesforce Integration Portal is the Get Employees button.



This function retrieves the list of employees from simPRO and saves it in the SyncEzy account, syncing any changes to Salesforce.
 
You only need to run this function if you have recently added a new Employee and need to immediately transfer him / her to the Salesforce CRM.

We also Automatically get all new employees every night. Utilize this function when you have to immediately access employees in the CRM.