There is a button on the Household called Queue for syncing which enables easy update of all the related child records i.e all Financial Goals, Financial Accounts, Assets & Liabilities, Cashflow, and Person Account details to be flagged to be synced to the FinPlanning Software.
To show this button, open a Household Account, click on the setup cog and select Edit Object. Go to the Page Layouts and edit the Household layout. Go to the Mobile & Lightning Actions and click and drag the ‘Queue for Syncing’ button to the Salesforce Mobile and Lightning Experience Actions area.
Once clicked, it updates the FP Sync field on the Household and all the child records to ‘Sync to FP Software’.
Then based on your Schedule Syncing frequency settings, the records will be automatically picked up and synced to your FinPlanning software. See https://support.alphasys.com.au/hc/en-ie/articles/360000032016
If you don’t want to wait for the auto batch, you can use the Manual Syncing buttons to manually trigger the sync. There is a button for each individual component, and it is recommended you run them from top to bottom, left to right, starting with Sync Client Groups, then Sync Assets, Insurance, Holdings, etc.
Once the sync has run, the FP Status of those records will be updated to Sync to FP Software: Success, and populate the FP ID and last sync date. If there were any errors, the error message will show in the FP Sync Log field.
Applicable to version 1.12 and above
Once your Financial Accounts have been synced to the FinPlanning software, there is a setting in FSC-FP Settings for Salesforce to check every night whether any Option balances have been changed, and update them in Salesforce.
You can turn this on by activating the Auto-update Holdings setting, or alternatively you can manually trigger it to run immediately by clicking the Run Button.