Synchronizing Salesforce and Spotlight.ai data

Regarding synchronization, there are several points to consider:

1. Decide what you actually need to synchronize. Usually, what is selected for synchronization to/from Salesforce is a subset of the questions in Spotlight. Typically, this is driven by reporting Salesforce reporting needs.
2. Each Spotlight.ai question has an underlying variable name and data type. This is analogous to Salesforce Field API names and data types. For successful synchronization, both the Salesforce Opportunity field and Spotlight.ai variable need to have compatible data types. For example, a Text Area (512) in Salesforce should synchronize with a Text (512) variable in Spotlight.ai.
3. If the Salesforce field to be synchronized is a picklist (single select or multiselect), that list will become the source of truth for the Spotlight picklist. Edits to the list should be made in Salesforce and not Spotlight.ai. Changes in Salesforce to picklists or global value sets will be propagated down to Spotlight.ai.
4. Whenever users navigate to an Opportunity in Salesforce and any of Spotlight.ai's components are visible on the page (subject to whether the user has the required Spotlight.ai Connector User Permission Set and any Visibility Rules that are in place), synchronization is triggered to ensure Spotlight.ai has a current view of the relevant data in Salesforce for that Opportunity.
5. If an organization wants to add synchronization later down the line for a new field in Salesforce, it is critical that Spotlight.ai provide a CSV file to be upserted before synchronization is turned on. This is because synchronization reads the data from Salesforce first then writes to Spotlight.ai then reads Spotlight.ai and writes back to Salesforce. If new fields are added to Salesforce, these will initially be empty. If synchronization is turned on for the new fields, the blank values would be read into Spotlight.ai causing a loss of data. This is why synchronization can only be turned on administratively by Spotlight.ai Support.
6. Synchronization must be tested in a Salesforce Sandbox organization before it can be enabled in production.
7. To request synchronization, please open a ticket at support@spotlight.ai. In it, specify a list of Salesforce Field API names, Salesforce field data types, Spotlight.ai variables, and whether the synchronization is read, write or read/write.