Modifying an Existing Job Schedule

Note: The procedures discussed in this part of the documentation are the same for all CRM Connector jobs, regardless of the direction of data transfer (to or from Forsta Plus) or the supported CRM (Salesforce or MS Dynamics).

After setting up a transfer job, you may decide that you need to change when you want the transfer to run.

1. To edit an existing job, select Task Setup from the Actions drop-down for that job on the Job List page - .



Figure 1 - Editing an existing job schedule from the Job List view

2. Make any changes necessary to the task setup - .



Figure 2 - Updating the task setup

3. Review the information.
4. Click Save settings to save your changes.