Synchronizing Recognition Management Data in Analytics

Analytics does not show real-time data unless you synchronize datasets and recipes. For this reason, there could be a difference between the data that is shown in Lightning and Analytics. To ensure the Recognition Management grid presents accurate information, you must synchronize the recognition management data in Analytics. You can mainly synchronize the Revenue Management Data in Analytics by:

Synchronizing the Revenue Recognition Schedules within the Revenue Recognition.
Synchronizing the Analytics data using Analytics Studio.

Note:

While the synchronization process involves several steps in current release, we plan to fully automate this process in a future release.

Synchronizing Revenue Recognition Schedules

Synchronizing or Generating Recognition Schedules creates and maintains schedules for all valid source records. These steps ensure that recognition schedules are updated in the Analytics, regardless of whether they are updated in the Revenue Recognition.

Navigate to the Revenue Recognition.
Go to the Actions menu.
Click Synchronize Recognition Schedules.

There are more ways than just this manual way to synchronize schedules. For more information, see Configuring a Salesforce Flow to Synchronize Recognition Schedules When a Source Record Is Created or Updated or Synchronous and Asynchronous Recognition Schedule Generation.

To automate the synchronization of schedules, see Automation Configuration Overview.

Synchronizing Analytics Data Using the Analytics Studio

Warning:

Every time an action is performed on the Recognition Schedules, such as Synchronization or Recognition, the Analytics data set needs to be synchronized in order for the data presented to be accurate.

Note:

You must manually schedule the data set synchronization. We are actively working to automate this process soon to ensure real-time data display.

Manually Running Data Synchronization for Connected Objects

To manually initiate data synchronization for connected objects in Salesforce data pipelines, perform these steps within the Data Manager:

In Data Manager, click Connections tab. This page lists all objects configured for synchronization, grouped under their respective connection names.
To show and hide the list of objects, click the connection name. By default, the connected objects are:
1. Account
2. Revenue Schedule
3. Revenue Schedule Line
To run synchronization for all objects in a connection, click to the right of the connection name and select Run Now. The connection is queued to synchronize.
To run synchronization for a single remote object, click to the right of the object name and select Run Data Sync.
To run synchronization for a single local Salesforce object, first select the connection mode you want to use. Click to the right of the local object name, and select Edit Connection Mode.
Choose from the following:
1. Incremental Sync updates only rows that changed since the last synchronization. It’s the fastest option.
2. Periodic Full Sync updates rows incrementally and periodically overwrites all rows with records in the Salesforce object.
3. Full Sync updates all rows with records in the Salesforce object.
Click Save.
Click again, and select Run Data Sync. Use the Jobs Monitor tab of Data Manager to see the status of your synchronization.

When reviewing the results of an incremental synchronization job in Job Manager, the Rows In and Rows Out values represent the total number of rows across all synchronizations.

For more information about running the data sync manually, see the Salesforce help.

Automatically Running Data Synchronization for Connected Devices

To ensure that the latest source data is loaded into datasets, schedule data synchronizations to pull data into Salesforce Data Pipelines before the corresponding recipes run. You can schedule data synchronization for each connection, allowing all objects under that connection to synchronize at the specified time rather than syncing individually.

If you need to synchronize objects from the same data source at different intervals, create multiple connections to that data source and set unique schedules for each.

In Data Manager, click Connections tab to display the list of objects enabled for synchronization, grouped by connection. By default, the connected objects are:
1. Account
2. Revenue Schedule
3. Revenue Schedule Line
Click to the right of the connection that you want to schedule, and select Schedule. The scheduler appears.
Select the time to run the recipe. You can schedule it to run by minute, hour, week, or month. Salesforce Data Pipelines runs the data synchronization according to the time zone of the user who set the schedule.
If you schedule the recipe to run by minute or hour, select Stop schedule at a specific time to stop it after a specific time.
Click Save. Schedule information for the connection displays in the connection header.
Set the synchronization type for each object in the connection.
1. Click to the right of the object that you want to set the synchronization type for, and select Edit Connection Mode.
2. Choose from the following:
  1. Incremental Sync updates only rows that changed since the last synchronization. It’s the fastest option.
  2. Periodic Full Sync updates rows incrementally and periodically overwrites all rows with records in the Salesforce object.
  3. Full Sync updates all rows with records in the Salesforce object.
Click Save.

Running Recipe

Recipes prepare the synchronized data for use in analytics datasets and dashboards.

Go to Analytics Studio.
Click Data Manager.
In the left navigation, select Recipes.
Locate the Revenue Management recipe.
Click and select Schedule. By clicking Run Now, you can run the data directly.
Set the schedule mode to time-based or event-based, and schedule by hour, week, or month. Specify the time to start and the day to run on to set the desired running schedule.
Click Save.