AIRTABLE SALESFORCE SYNC HOW TO
AIRTABLE SALESFORCE SYNC UPDATE

Enable a password and/or email domain restrictions on the shared view link - If the view share link is restricted to, an Airtable account will be required to sync that view to any base.

AIRTABLE SALESFORCE SYNC UPDATE

To use that link, click the dropdown next to the destination table, click Update sync configuration, and insert the new link. To re-authenticate, they'll need the new syncable view share link. The users on the destination bases will see an error icon, along with the time the table last synced.

Regenerate your shared view link - When you do so, the sync will pause on all destination bases until it is re-authenticated.

If you're concerned about who might have access to the shared view link to set up a synced table, you can: If instead, you see 'an anonymous base' or 'unknown user', this is due to one of the reasons below: In the Sync Activity log, if you have access to the destination base, you'll see the name of the base and the user who configured the sync. That information is covered more extensively in the articles linked above, but the process is more or less the same for the initial sync source setup.

Two-way syncing, multi-source syncing, and Airtable Sync integrations all involve more considerations and different configuration options. This walkthrough will cover the basics of setting up a one-way sync between two Airtable bases. Owners/ Creators - In order to create or update synced table configurations, you'll need to have creator permissions in the base(s) where you are setting up the sync.Įditors - Users with editor permissions can configure share links to allow creators the ability to sync that source view in other bases, but they are unable to configure destination syncs.

Introduction Plan availabilityĪll plans with varying feature limitations

AIRTABLE SALESFORCE SYNC HOW TO

In this article, you will learn how to set up a basic one-way sync, the expected behavior of syncs, and some common limitations that are good to understand. Syncs can be configured to be only one-way, two-way, or to bring multiple sync source data into a single table via multi-source syncing. Setting up a sync requires a shared view that's enabled for syncing. The Airtable sync feature allows users to sync records from a source to one or more destination bases in Airtable.

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