You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Excluding customers when syncing from Financials Cloud

edited Oct 3, 2019 3:27PM in Sales

Summary

Does anyone know if there's a way to exclude customers from syncing to sales cloud when using the "Synchronize Financials Cloud Accounts and Contacts with Engagement Cloud" process?

Content

We have many customers that were erroneously entered into Financials Cloud instead of Sales Cloud. We'd like to run the process for Synchronize Financials Cloud Accounts and Contacts with Engagement Cloud”, but there are also customers in Financials Cloud that we do NOT want to sync to Sales Cloud. Is there any way to prevent those select customers from syncing with this process? 

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!