Sync Goals with Salesforce Report

You can manually or automatically sync the goals with Salesforce to update the goal's progress. Syncing the goals ensures that the data is consistent and up-to-date.

To sync the goal with the Salesforce report:

Manual Sync

Step 1: Navigate to Home > Goals > My Goals > Owned by Me

Step 2: Hover over the Salesforce Icon.

Step 3: Click Sync to sync the goal manually.


Auto Sync

Salesforce auto-syncs every four hours.