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Why Are My Salesforce Records Not Syncing Correctly?

Symptoms

You may experience one or more of the following:

  • Only a small number of records sync

  • Records previously syncing suddenly stop

  • Campaign Members partially sync

  • Sync completes successfully but data is missing

  • Sync works only after re-running manually


Common Causes

Most sync issues are caused by configuration changes rather than system errors.


Record Type Changes in Salesforce

If record types were:

  • Added

  • Renamed

  • Removed

  • Switched (for example, Campaign Record Types to standard Campaigns)

SyncApps may still be using cached API metadata from the previous configuration.


Changes to Step 1 or Step 2 in SyncApps

Any change to:

  • Features selected

  • Object selection back to CRM

  • Campaign or Campaign Member logic

requires a reset so the API reflects your current setup.


Field or Naming Convention Changes

Renaming fields, modifying picklist values, or changing Salesforce automation may cause partial or incomplete syncing.


How to Fix the Issue

Run Reset Sync Process

If anything structural changes, you must run Reset Sync Process.

What Reset Sync Process Does

  • Clears cached Salesforce API metadata 

  • Re-reads your current Salesforce configuration

  • Aligns SyncApps with your updated setup

  • Does not delete any data in Salesforce or your marketing platform


How to Run Reset Sync Process

  1. Open your integration in SyncApps

  2. Click Reset Sync Process

  3. Confirm the reset

  4. Run the sync again

You can view the reset history directly below the button.

Learn more:
Reset Sync Process and LastModifiedDate
https://support.cazoomi.com/hc/en-us/articles/204088945-Reset-Sync-Process-And-LastModifiedDate


When You Should Always Reset

  • After record type changes

  • After modifying Step 1 or Step 2

  • After changing a feature in any Step that is releated to Segmentation from CRM

  • After switching Campaign or Campaign Member logic

  • When syncing suddenly degrades without clear errors


When You Do NOT Need to Reset

  • Normal daily sync runs

  • Regular data updates only

  • Contact field value changes with no configuration changes 

Still stuck? Share your Setup URL with support.

Check out the options below for contacting our support team and finding the answers you need to help you with your SyncApps integrations.

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