Advanced: Disable Account Synchronization

  • Updated

Riva 2.4.44 or Higher

If the CRM contact module is synchronized, then by default, the CRM account module is not synchronized.

To detect changes to the account module:

Riva 2.4.43 or Earlier

If the CRM contact module is synchronized, then by default, the CRM account module is also synchronized.

Why are accounts synced by default when contacts are synced?

The accounts are synced to allow for the detection of company name changes that would need to be reflected on the contact record currently synchronized. By default, when an account record is modified in the CRM, the related contact records are not modified. This means that detecting changes to the contact records does not detect a company name change.

Challenges

If any nightly or weekly update processes modify a large number of account records, the changes are detected. Because of the potentially large number of changes detected, many possible side effects may negatively impact performance.

The logs would display a line that shows a large number of changes detected.

2010-05-02 07:25:14,301  INFO [CTP-qdn #12] [1XHY7Q9EOQO0] (CRM -> Exchange) Synchronizing Contacts
2010-05-02 07:25:14,301  INFO [CTP-qdn #12] [1XHY7Q9EOQO0] [CO] Polling for changes [?]
2010-05-02 07:25:33,083  INFO [CTP-qdn #12] [1XHY7Q9EOQO0] [CO] Ignoring unchanged item, CO204696
2010-05-02 07:25:33,380  INFO [CTP-qdn #12] [1XHY7Q9EOQO0] [CO] Ignoring unchanged item, CO298417
2010-05-02 07:25:33,380  INFO [CTP-qdn #12] [1XHY7Q9EOQO0] [CO] Ignoring unchanged item, CO159940
2010-05-02 07:25:33,395  INFO [CTP-qdn #12] [1XHY7Q9EOQO0] [CO] Ignoring unchanged item, CO298415
2010-05-02 07:25:37,763  INFO [CTP-qdn #12] [1XHY7Q9EOQO0] [CO] Ignoring unchanged item, CO167392
2010-05-02 07:25:38,091  INFO [CTP-qdn #12] [1XHY7Q9EOQO0] [CO] Ignoring unchanged item, CO298418
2010-05-02 07:27:06,276  INFO [CTP-qdn #12] [1XHY7Q9EOQO0] [CO] Poll completed [?]
2010-05-02 07:27:06,292  INFO [CTP-qdn #12] [1XHY7Q9EOQO0] Starting Sync: CO to XOM
2010-05-02 07:27:06,292  INFO [CTP-qdn #12] [1XHY7Q9EOQO0] TargetKnowledge [XOM] (CC,11713), (XC,4), (CO,341630)
2010-05-02 07:27:06,292  INFO [CTP-qdn #12] [1XHY7Q9EOQO0] SourceKnowledge [CO] (CC,11713), (XC,4), (CO,351381)
2010-05-02 07:27:40,985  INFO [CTP-qdn #12] [1XHY7Q9EOQO0] Updating 9751 items on XOM

Recommendations

Different CRMs support different features. To avoid needing to detect changes to the account module, try to use triggers or workflow changes to update all related contacts if the company name on the account record changes.

Solution for Riva 2.4.34 up to and Including 2.4.43

To avoid detecting changes to the account module, configure Riva to skip this portion of the synchronization.

As per the instructions in Riva sync policy: Advanced Scheduling options, select the Do not detect changes to contact parent "Company Name" check box.

Solution for Riva 2.4.34 or earlier

Configure Riva to skip this portion of the synchronization.

To avoid detecting changes to the account module:

To re-enable Riva organization sync:

  • Set the value of the above-advanced custom option to true.

Applies to

  • Riva On-Premise for Exchange,
  • Riva 2.4.44 or higher: This check box is now selected by default: Do not detect changes to contact parent "Company Name".
  • Riva 2.4.34 or higher: Sync policy UI option in Advanced Scheduling.
  • Riva 2.4.28 or higher: enabled in CRM connections.
  • Riva 2.4.25 or higher: enabled in the sync policy.

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