iSyncSFDocumentation

#Application Overview

iSyncSF is a Salesforce-to-Salesforce data sync and migration tool installed as a managed package. This overview explains how to sync Salesforce orgs, copy data between production and sandbox, and execute org-to-org migrations with full rollback support.

iSyncSF is a Salesforce-to-Salesforce data synchronization application installed as a managed package. It allows administrators to copy data between two Salesforce orgs (e.g., production to sandbox, or org-to-org migration). The application handles the entire lifecycle: connecting to a target org, configuring what data to sync, previewing record counts, executing the sync, viewing results, and rolling back if needed.

#What Users Can Do (Summary)

  1. Connect to Target Orgs - Set up secure OAuth connections to destination Salesforce orgs
  2. Create Sync Templates - Define reusable configurations for what data to move
  3. Configure Template Lines - Specify which objects to sync with filters, sorting, and limits
  4. Configure Child Objects - Include related child records (up to 5 levels deep)
  5. Set Up Object Settings - Configure per-object behavior: target object mapping, field mapping, expressions, picklist value mapping, and data masking
  6. Preview/Scan Records - Preview record counts before running a sync
  7. Execute Data Sync - Run the sync with real-time progress tracking
  8. View Errors - Inspect and export detailed error information
  9. Review Sync History - Browse past sync executions and their results
  10. Rollback Synced Data - Revert inserted/updated records in the target org
  11. View Application Logs - Monitor real-time logs during sync execution
  12. Compare Org Schemas - Compare metadata between source and target orgs and auto-resolve differences
  13. Control Target Automations - Scan, disable, and re-enable automations (triggers, flows, validation rules, workflows) on the target org
  14. Mask Sensitive Data - Configure field-level data masking for PII protection during sync
  15. Manage Scheduled Jobs - Configure background maintenance jobs (cleanup, token refresh, metadata cache)
  16. Set Up System Properties - Configure application behavior settings
  17. Use Setup Assistant - Walk through a guided initial configuration wizard
  18. Extend with Callbacks - Developers can inject custom logic at specific points during the sync lifecycle