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Salesforce to M-Files Object Information Sync

Moises

Hello,

I currently have Salesforce and M-Files talking to each other. Objects(Opportunity) from SF are being created on M-Files using the external connection for the data of those objects on M-Files.

We also have the M-Files Plugin on Salesforce so when a user selects the object, then goes to the M-FIles window inside the object page, then the selected view will show up(if the object exists on M-files)

The challenge I am having is, the speed of the synchronization between when a brand new object gets created on SalesForce, and then created on M-Files with the external connection string, unless I force update/refresh on the Admin tool, it will take too long for the new object to show up on M-Files.

Is there a way to change this so the object gets created instantaneously on M-Files as it gets created on SF?

Thanks

  • 0

    Using the Salesforce connector or plugin to read the objects into M-Files is based on scheduled synchronization so there's always going to be some delay before a new object is seen in the M-Files vault. The default quick refresh interval is 15 minutes. It's possible to modify the refresh intervals (Default Refresh Logic and Configuration Options for External Value Lists and Object Types) but you'll never be able to get fully real-time results with this sync approach.

    If instant object creation is needed, you'd need to look into a custom solution on the Salesforce side that would create objects in M-Files through the M-Files API (push model vs. the pull model provided by the connector / plugin).

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