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Sync Accounts List

Sync Accounts List

Owned by Brian Banet, created
Sept 28, 2024
1 min read

How it works

Retrieve a list of accounts from Salesforce, and feed those accounts into a GlobalCapture list.

  1. Poll the Salesforce database once a day at 2 AM

  2. Retrieve a list of accounts, collecting name and id

  3. Feed the name and id into a GlobalCapture type ahead list, in the format “Name -- ID”

image-20240928-191903.png

 

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