iSyncSFDocumentation

#21. Typical User Workflow

This guide walks through the complete end-to-end workflow for syncing data between Salesforce orgs using iSyncSF — from connecting your first org and building a template, through previewing record scope, executing the sync, reviewing history, and rolling back if needed.

#First-Time Setup

  1. Install the iSyncSF package on both source and target orgs
  2. Open Setup Assistant -> Configure OAuth credentials
  3. Configure System Properties (or use defaults)
  4. Define any transactional objects to skip
  5. Set up scheduled jobs (or apply recommended settings)

#Creating a Sync Configuration

  1. Create an OrgMaster record and connect to the target org via OAuth
  2. Create a new DataSyncTemplate with desired settings
  3. Add Template Lines for each object to sync
  4. Configure child objects for each template line if needed
  5. Set up Object Settings for each object (target object, mapping fields)
  6. Configure field mappings (source-to-target field mapping, expressions, picklist mappings)
  7. Set up data masking rules if PII protection is needed

#Running a Sync

  1. Go to the template -> Preview tab -> Click Scan to preview record counts
  2. Review the scan results (record counts, object hierarchy)
  3. Go to Execute tab -> Select target org -> Configure migration order
  4. Run Org Compare to check for schema differences (optional but recommended)
  5. Use Automation Control to disable automations on the target org (optional)
  6. Click Start Sync -> Monitor progress in real time
  7. Review results, handle any errors
  8. Re-enable automations on the target org if they were disabled

#Ongoing Sync

  1. Enable "Delta Sync" on the template for incremental syncing
  2. Run syncs periodically (manually or via the external API)
  3. Monitor application logs and sync history
  4. Review and clean up old logs/audit data periodically

This document covers all functionality of the iSyncSF (SF2SF Data Sync) application as of Spring 2026. It is intended as a comprehensive reference for understanding what the application does from a user's perspective.