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Matt Romeo

Matt Romeo

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  • All Animals created will sync from EzyVet to Salesforce if a Microchip Number is available.

  • All Animal updates will sync from EzyVet to Salesforce.

  • All created animals will sync from Salesforce to EzyVet if they’re associated to a specific ShelterShelter where Sync Animals = TRUE and a Microchip Number is available.

    • Sync_All_Animals__c field on the Location Record (with Record Type = Site) must equal TRUE.

  • All Animals in Salesforce that have an EzyVet ID will try to sync an Animal Record update in EzyVet.

  • An EzyVet ID field will be captured in Salesforce to manage duplicates.

  • A Salesforce ID field will be captured in EzyVet to manage duplicates (using Name field).

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