Syncing contacts and leads to Market

Hi Alex,

You can filter what data is synced to Sugar Market from CRM by using an Auto Deletion Report. These reports are simply custom reports that are adapted and added to the integration. Any records that meet the criteria/filters on the report will not be synced over to Market. 

You can either filter off existing data in fields, for example if 'Status' equals 'Invalid'. Or you could use a custom field. In CRM you would mass update all the records you do not want in Market to have a particular value. This will flag up these records and they can then be found using the custom report filters. If you are using the second method I would recommend doing this before the integration begins.

I hope this info helps,

James

As I understand, the Sugar Market sync user is just a user
The subscriber might be in a position to limit the visibility of records for Sugar Market by removing that user from the Global team and setting a specific Team for the records Sugar Market to deal with.
Correct?

Best,
Dmytro

Hi Dmytro,

James Brown will confirm if it still works like before : the Sugar Market Sync User is recommanded to be a Sugar admin and thus is not involved by the Sugar Team security.  Given that, the SM Auto Deletion report is the way to delete a panel of the datas after the sync has run. 

James Brown. May you confirm what is the best practice regarding who must set the auto deletion report? 

Best,

Jean-Philippe

Hi colleagues,

The question is how to limit sharing data to Sugar Market 

Logically, Teams is the natural way to limit access to the data.

I tried it internally and it looks like it works... Should I expect for issues?

Best,

Dmytro

Hi colleagues,

The question is how to limit sharing data to Sugar Market 

Logically, Teams is the natural way to limit access to the data.

I tried it internally and it looks like it works... Should I expect for issues?

Best,

Dmytro