FAQ

What conditions trigger an update of all fields for records from SEED to Salesforce?
Three conditions must be met: Benchmark Salesforce ID value is filled in on the SEED Property record Label “Add to Salesforce” is applied Label “Complie...
Fri, 8 Mar, 2019 at 1:26 PM
What conditions trigger an update of some fields for records from SEED to Salesforce?
Three conditions must be met: Benchmark Salesforce ID value is filled in on the SEED Property record Label “Add to Salesforce” is applied Label “Violati...
Fri, 8 Mar, 2019 at 1:26 PM
How do I get the Salesforce Benchmark ID?
When the Benchmark record is open, copy the “Benchmark Salesforce ID” from the URL. Example Benchmark Salesforce ID is the bolded section of the example UR...
Fri, 8 Mar, 2019 at 1:29 PM
How often do updates from SEED to Salesforce occur?
Default is set to every 60 minutes, this can be edited by the system admin in the configuration file
Fri, 8 Mar, 2019 at 1:29 PM
What do I need to setup in Salesforce?
For each building if it doesn’t already exist, create a Premises record using the Premises spreadsheet upload or manually; it must include the Name field ...
Fri, 8 Mar, 2019 at 1:31 PM
What if I don’t create an Account or Contact record in Salesforce?
The records will be automatically created from SEED into Salesforce.
Fri, 8 Mar, 2019 at 1:32 PM
What if I don’t create a Premises or Benchmark record in Salesforce?
For that benchmark, no data will be updated from SEED to Salesforce.
Fri, 8 Mar, 2019 at 1:32 PM
How do I know if a record that has a Label “Add to Salesforce” in SEED failed to be updated in Salesforce?
If an email has been configured in the configuration file, then the specified email address will receive an email notification for each update of all reco...
Fri, 8 Mar, 2019 at 1:33 PM
How do I know I trouble shoot the errors in the email notifications?
Error Reference Table Error Code Error Details and User Hints [Error1]  Missing Update Label: No labels that trigger updates have been applied to this ...
Fri, 8 Mar, 2019 at 1:33 PM