## Documentation Index

Fetch the complete documentation index at: [/llms.txt](https://docs.m3ter.com/llms.txt)

Use this file to discover all available pages before exploring further.

If you have set up entity data sync native integrations from m3ter into your Salesforce system for either _Accounts_ or _Balances_, you can enable two-way auto-syncing of these objects between m3ter and your Salesforce Org. This topic explains how to switch on the auto-sync feature and enable it for Account or Balance objects:

- [Switching on Two-Way Auto-Sync and Enabling for Objects](https://docs.m3ter.com/guides/m3ter-connector-for-salesforce/enabling-two-way-automated-sync-for-m3ter-objects#switching-on-two-way-auto-sync-and-enabling-for-objects)
- [How Two-Way Auto-Sync Works](https://docs.m3ter.com/guides/m3ter-connector-for-salesforce/enabling-two-way-automated-sync-for-m3ter-objects#how-two-way-auto-sync-works)
- [Monitoring and Troubleshooting](https://docs.m3ter.com/guides/m3ter-connector-for-salesforce/enabling-two-way-automated-sync-for-m3ter-objects#monitoring-and-troubleshooting)
- [Technical Details](https://docs.m3ter.com/guides/m3ter-connector-for-salesforce/enabling-two-way-automated-sync-for-m3ter-objects#technical-details)
- [Additional Notes](https://docs.m3ter.com/guides/m3ter-connector-for-salesforce/enabling-two-way-automated-sync-for-m3ter-objects#additional-notes)
- [Recommended Next Steps](https://docs.m3ter.com/guides/m3ter-connector-for-salesforce/enabling-two-way-automated-sync-for-m3ter-objects#recommended-next-steps)

**Important!****Check Version**. The two-way auto sync for m3ter objects feature is only available in version **0.6** and above of the m3ter Connector for Salesforce managed package. See [m3ter Connector for Salesforce - Changelog](https://docs.m3ter.com/guides/m3ter-connector-for-salesforce/m3ter-connector-for-salesforce-changelog) for details on how to check your current installed version.

## Switching on Two-Way Auto-Sync and Enabling for Objects

Before you can use this feature, _you must ensure_ that you’ve set up an Entity Data Sync native integration with your Salesforce system for the m3ter objects you want to enable two-way auto-sync for. See [Configuring Salesforce Entity Data Sync Integrations](https://docs.m3ter.com/guides/integrations/setting-up-integrations/configuring-sf-entity-data-integrations) for more details. **To switch on auto-sync and enable for objects:**

1. In your Salesforce Org, navigate to the **m3ter Admin** app.
2. Under **Setup**, select the **Auto-Sync Settings** tab:

3. Use **m3 Auto-Sync Enabled?** switch to turn the feature on. This is the master switch and controls all two-way auto-sync settings for objects.
4. If you want to enable the feature for _m3 Account_ objects, switch on **Is m3 Account Auto-Sync Enabled?**
5. If you want to enable the feature for _m3 Balance_ and _m3 Balance Transaction_ objects, switch on **Is m3 Balance Auto-Sync Enabled?**

## How Two-Way Auto-Sync Works

When enabled, the two-way auto-sync functionality:

1. Tracks any changes made to records in both systems.
2. Uses the `lastSystemToUpdate__c` field to identify which system made the most recent change.
3. Propagates changes:
   - From SFDC to m3ter using Platform Events.
   - From m3ter to SFDC via the m3ter Native Integration - see [Configuring Salesforce Entity Data Sync Integrations](https://docs.m3ter.com/guides/integrations/setting-up-integrations/configuring-sf-entity-data-integrations).

## Monitoring and Troubleshooting

If you encounter any issues with the two-way auto-sync feature, you can view _Sync Logs_ to troubleshoot issues.

### Viewing Sync Logs

To monitor the synchronization activity:

1. In the **m3ter Admin** app, navigate to the **Sync Logs** tab.
2. Review the logs to check sync operations, timestamps, and status.

### Common Issues and How to Resolve

Here are some common issues, their possible cause, and how to resolve them:

| Issue | Possible Cause | Resolution |
| --- | --- | --- |
| Objects not syncing. | Master switch is turned OFF. | Ensure “m3 Auto-Sync Enabled?” is switched ON. |
| Specific objects not syncing. | Object-specific setting is OFF. | Verify the Object-specific setting is switched ON. |
| Sync errors. | API Connection issues. | Check integration settings and network connectivity. |
| Data conflicts. | Simultaneous updates in both systems. | Review sync logs to identify and resolve conflicts. |

## Technical Details

### Architecture Components

The two-way auto-sync feature leverages several components:

- **Custom Settings**: `m3AutoSyncSettings__c` controls feature enablement.
- **Custom Fields**: `lastSystemToUpdate__c` tracks which system last modified a record.
- **Apex Triggers**: Monitor record changes and initiate sync processes.
- **Platform Events**: `m3 Object Change Event` communicates changes between systems.
- **Flow**: `Handle m3ter Object Change Event` processes the platform events.

### Data Flow

1. When a record is created or updated in Salesforce:
   - The `lastSystemToUpdate__c` field is set to ‘sfdc’.
   - A Platform Event is fired with the record ID.
   - The flow processes the event and invokes the “Sync To M3ter” action.

2. When a record is created or updated in m3ter:
   - The native integration updates the record in Salesforce.
   - The `lastSystemToUpdate__c` field is set to ‘m3’.
   - No platform event is fired (to prevent circular updates).

## Additional Notes

Please note:

- Currently, only **INSERT** and **UPDATE** operations are supported for two-way auto-sync.
- **DELETE** and **UNDELETE** operations are not yet supported in the current implementation.

## Recommended Next Steps

After enabling two-way auto-sync, we recommend:

- Testing the sync by making sample changes in both systems.
- Review sync logs to ensure proper functionality.