Skip to main content
Gainsight Inc.

Salesforce: Reconnecting and Self-Service Backfill

  1. Last updated
  2. Save as PDF

Overview

If your Salesforce integration becomes disconnected, you can reconnect it and backfill missed data using a self-service option in Skilljar.

Skilljar detects integration failures caused by events such as expired authentication tokens or password changes. When this occurs, the system displays a recovery option on the Salesforce settings page. You can re-authenticate the connection and sync missed records without contacting Support.

Eligibility Criteria for Self-Service Backfill

The Backfill button appears only when all of the following conditions are met:

  • Status: The Salesforce integration is in a Disconnected state.

  • Timeframe: The disconnection occurred within the last 21 days.

IMPORTANT: If the integration has been disconnected for more than 21 days, the Backfill button does not appear. Contact Skilljar Support to request a manual backfill.

Reconnect Salesforce Integration and Backfill Data

To reconnect your Salesforce integration and sync missed data:

  1. Log in to your Skilljar Dashboard.
  2. Navigate to Integrations > Salesforce.
  3. Review the alert message indicating the disconnected status.
  4. Click Reconnect.
  5. Complete the authentication process.
  6. Click Backfill.

The system identifies the Last Sync Date and pushes all missed records from that date to the current time into Salesforce.

How the Backfill Process Works

  • The system retrieves the recorded Last Sync Date.
  • The system identifies all data created or updated after that timestamp.
  • The system sends the missed records to Salesforce.

The backfill runs once per button click.

Frequently Asked Questions

Is the backfill a one-time process?

Yes. Clicking Backfill triggers a single catch-up sync for the duration of the outage.

What happens if the integration disconnects again?

If the integration disconnects again, the Backfill button appears again, provided the disconnection occurred within 21 days.

Why does the Backfill button not appear?

Check the following:

  • Confirm the integration status is Disconnected.
  • Confirm the disconnection occurred within 21 days.

If the disconnection exceeds 21 days, contact Skilljar Support for assistance.

Additional Recommendations

  • Regularly monitor the Salesforce integration status to avoid extended outages.
  • Update authentication credentials before expiration.