FSC Financial Planning allows you to sync the Financial Holding object from Salesforce to the Financial Planning Software.
This is a two way sync between Salesforce and the FP Software, depending on the source of the data feed.
Financial Holding Sync:
If you want to sync the desired Financial Holding to Midwinter change the FP Software Sync to ‘Sync to FP Software’.
- Client Group/Account must be synced first or it must have the Midwinter_Id for the syncing to be successful.
- If the above is not satisfied, you will get an error on the record, in the Sync log field/related list
- The Holding must be linked to a Financial Account.
After changing the status now you can go to the general settings and sync manually using the Sync Holding button.
If you do not want to manually click the Sync buttons in the Settings page, you can create a Sync Schedule to automatically sync by batch on a regular basis.