Advanced Sync Configurations: Flagging Records for Deletion

 

The restrictions imposed on Sync to prevent removing or deleting Records or Field data are touched on in the basic How To: Delete and Clean Up Records article. While your Sync integration won't allow for automatically deleting any data, it can still be leveraged to facilitate better tracking of what Records should be deleted in your End Systems. This article will provide steps that can be performed to incorporate that functionality into your clean up process.

 

Step 1: Create or Identify a "Purge Record" Field

A key component to leveraging your Sync integration in your Record cleanup process is designating a Field to serve as a "flag" for deletion. If you have an existing Field used for this purpose in each System then no further action is needed.

If you don't have such a Field, go ahead and create one in both End Systems. We recommend providing a clearly defined Field Name such as "Purge This Record" and designating it as a Field Type that can store a boolean (true / false) value, such as a Single Checkbox.

If you're not sure how to create a Custom Field within your End System, refer to any support resources made available by your solution provider for additional assistance completing this step.

Step 2: Create a "Purge" Field Mapping

Now that you have a designated Field in both Systems for the purpose of flagging Records to be deleted, you'll want to create a corresponding Field Mapping within your Sync portal. To do so, navigate to the Mappings page in your account, select the Object Mapping that corresponds to a Record type you've created this "Purge" field for, and click "Add Mapping" on the Field Mappings page.

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When creating this Field Mapping, be sure to enable the "Most Recently Updated" option as seen in the image above. In doing so, Sync will be able to update that Field regardless of which System the flag is applied in first. For a more in-depth understanding of this feature, please see the "What Does Most Recently Updated Mean?" article.

 Step 3: Implement Your New Process

You can begin incorporating this new Field into your Record clean up by defining a process for flagging Records that should be permanently deleted. Depending on how frequently you clean your data, a schedule for compiling a list of Records with this flag and removing them from your End Systems can be implemented.

 

**Best Practice** Make sure that you've given Sync enough time to update any recently flagged records before initiating the cleanup process

 

 

With this configuration implemented, you can now proceed with following the standard guidelines laid out in the How To: Delete and Clean Up Records article

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