How to use the Opportunity First Import feature

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Posted by The Team at Mindmatrix on 07 May 2018 05:09 PM

Opportunity First Import Feature:  This feature will display a checkbox when the opportunity import has completed initial processing.    Who will be using this?  Administrators   Benefits: Admins can see when initial import is complete and check results of any tests.   Process: When completing a CRM integration, leave this box empty.  check back by visiting CRM Settings -> select your CRM setting. in the top right hand corner - click on Sync Settings in the top right hand corner - click on Sync Settings, see that first import is now checked. This means it has finished processing records.

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