Published at: 2025-10-30
2. "Data Scope" Component

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.

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