Published at: 2025-10-30

2. "Data Scope" Component


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External system -> CRM direction: control which data from the source system gets synchronized, and apply CRM-side conditions to determine whether to sync.

“Query CRM Object” use case:

For example, when ERP -> CRM synchronizes a Sales Order, skip syncing a record if the related Account does not exist in CRM. In other words, decide whether to synchronize the current record based on CRM data checks.

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CRM -> External system: control which CRM data gets synchronized.

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