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.