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Resolving Contact Sync Issues

Resolving Contact Sync Issues

On a Contact record in Salesforce that does not have a Contact Dash ID, click on the Related tab.

 

 

Scroll down the Related tab to the Integration Logs section. Click on the most recent log. You may have to click on View All if the newest log is not at the top of the list.

 

 

Evaluate the log details for the duplicates found in Dashboard based on mobile, phone and/or email.

Scroll down to the “payload” section where the log indicates how many duplicates were found in Dashboard.

 

Scroll down further to see the details for each of the duplicates found.

 

For each of the duplicate contacts found in Dash, scroll down the log further to look at the “address1” lines.

 

Compare address1 from the log to the street in the Salesforce Contact’s Mailing Address field.

 

In this example, the address is not the same as the address in Salesforce and therefore you should force it to sync as a new Contact as this is probably a second home.

To force a sync you have to temporarily remove or edit the phone number to something unique, saving the record and then editing it back to the correct value.

I’ve added a “7” to the phone and mobile numbers. I refreshed the page after saving. Seeing the Dash ID, I edited the mobile and phone numbers back to their original value.

 

If the Salesforce Contact has the same address as the reported duplicate in the integration log, then simply copy the Dash ID from the log and save it to the Salesforce Contact record. The Dash Id field is near the bottom of the page, under System Information