Sync Existing Contact & Leads to DataGuard

To synchronise your Salesforce records into DataGuard (to allow you to manage their permissions and preferences) follow these simple steps:

1. Update any Contacts & Leads you don't want to sync with a transfer status of "Do Not Transfer"
   (there is no mechanism for this within the Consentric package)

2. Navigate to the Consentric Admin tab
3. Select the Upload Records sub-tab
4. Set your desired batch size for synchronising using to upermost slider, and click the Update Leads & Contacts batch size button

5. Click the Upload Leads and Contacts button in the top right to commence data synchorisation
6. Feedback will be provided in the UI once sync has completed

7. If uploading large volumes of contacts the job may take some time to complete, in which case you will receive notification from Salesforce once the job has completed
8. All uploaded leads and contacts will have their DataGuard ID field captured in Salesforce, and the permissions & preferences UI sections can be used

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WARNING: Without adjusting your existing records transfer status, all Contacts and Leads will be synced.