What happened
What this says
Current to 10 Oct 26Josh Penrose asked when CRM updates appear in the brain. Bethan Lister explained nightly sync completes by 07:00 local time; Josh confirmed this works for his placement process.
Problem: Josh needed to confirm whether the brain offered live updates or nightly-only refresh. Handling: Bethan clearly explained the sync cycle (nightly, complete by 07:00) and provided a practical workaround (check Salesforce directly during business hours). Josh confirmed this works.
Details
Updated 9 Oct 26Prioritylow
Statusclosed
Categorydata_freshness
Channelchat
First response (min)407
Helpdeskmade from
Trail
- public_reply · Josh Penrose 6 Dec 2024 13:24Any joy with checking the latest from the CRM? Running short on time here.
- created · Josh Penrose 6 Dec 2024 15:56Hi, quick one – how does the data refresh work? Are we pulling live updates from the CRM into the brain, or is it nightly only? I've got placements moving fast and need to know if I can check status during the day. Cheers, Josh.
- public_reply · Bethan Lister 6 Dec 2024 22:43Hi Josh, the brain syncs nightly from your CRM and completes by 07:00. So any change you make in Salesforce today will show in the brain tomorrow morning. If you need to check something during the working day, you'd need to check Salesforce directly for now. Does that work for your placement process? Cheers, Bethan.
- public_reply · Bethan Lister 10 Dec 2024 13:08All set then. Let me know if you need anything else. Cheers, Bethan.
- status_change · 4 Jan 2025 23:59
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