Setting up the sync schedule for Salesforce include several options:

• Contacts: Salesforce contacts - SARA 

• Invoice: Customers' tagged invoices - Salesforce

• Aging: Customers' Aging information and SARA Credit Score (if applicable) - Salesforce

• Activity: 2 way sync on activities that originate in SARA

Aging:

• SARA Customer Aging and SARA Credit Score:

• Salesforce with SARA Aging and Credit Score:

Tagged Invoice:

• Invoice(s) must be tagged to sync to Salesforce

• Salesforce invoices

Activities - 2 way sync

SARA Lockstep- Salesforce - SARA

• Activity originates in SARA Lockstep:

• Activity syncs into Salesforce:

• Salesforce related task on activity created:

• Salesforce activity syncs into SARA: