📄️ Indexing / Syncing
Indexing, also referred to as syncing, is the process of sending the a CV into Daxtra and linking it back to the record within Salesforce. This process enables the boolean filter functionality within search.
🗃️ Sync Scheduler
2 items
📄️ Deleting Records
When a record is deleted within Salesforce, the record will also be removed from Daxtra. This is done via a 2 step process.
📄️ Daxtra Credentials
Seven20 comes with a default set of Daxtra credentials; however, it is possible that an org needs to make use of custom credentials. To configure credentials, follow these steps: