Update your Salesforce Information (record types, layouts, custom fields, etc.)
To ensure that your PipeLaunch Browser Extension remains up-to-date and functions optimally, it’s important to sync your org metadata information whenever key changes are made. Here's a simple guide on how to do this:
Go to the Profile Menu:
- From within the app, click on your profile icon, typically located in the top-right corner of the interface.
Click on "Sync Org" Button:
- In the dropdown menu, you’ll see the option labeled "Sync Org." Click on it to start the synchronization process.
. Click on "Update" Button
You can logout and login again if you prefer
It’s recommended to perform the sync in the following cases:
- Whenever a layout is changed: If any record layouts are modified in your Salesforce org, syncing will ensure these changes are reflected in the app.
- When a new field is created: Any newly created fields won’t be available in the app until the sync is complete.
The sync process is done automatically with every PipeLaunch version update. However, manual syncing is still required for any changes you make to your org between updates.
Syncing your metadata ensures the app is optimized for your Salesforce environment. This process:
- Reduces load times, making your experience faster and smoother.
- Improves performance by keeping data structures up-to-date. Prevents potential issues with outdated field or layout information.
In summary, syncing your org metadata is essential for keeping everything running efficiently and making sure you have the best possible experience with PipeLaunch. Be sure to sync after any layout or field updates and enjoy seamless app performance!
Steps to Sync Org Metadata:
Go to the Profile Menu:
- From within the app, click on your profile icon, typically located in the top-right corner of the interface.
Click on "Sync Org" Button:
- In the dropdown menu, you’ll see the option labeled "Sync Org." Click on it to start the synchronization process.
. Click on "Update" Button
You can logout and login again if you prefer
When Should You Sync Your Org?
It’s recommended to perform the sync in the following cases:
- Whenever a layout is changed: If any record layouts are modified in your Salesforce org, syncing will ensure these changes are reflected in the app.
- When a new field is created: Any newly created fields won’t be available in the app until the sync is complete.
Automatic Sync with Version Updates
The sync process is done automatically with every PipeLaunch version update. However, manual syncing is still required for any changes you make to your org between updates.
Why Syncing is Important
Syncing your metadata ensures the app is optimized for your Salesforce environment. This process:
- Reduces load times, making your experience faster and smoother.
- Improves performance by keeping data structures up-to-date. Prevents potential issues with outdated field or layout information.
In summary, syncing your org metadata is essential for keeping everything running efficiently and making sure you have the best possible experience with PipeLaunch. Be sure to sync after any layout or field updates and enjoy seamless app performance!
Updated on: 16/10/2024