Get a glimpse of how you can power your data-driven sales while improving sales efficiency. Join our weekly demo webinar, Wednesday's 1:00PM EST ►

How Do We Track the User Who Made Changes Using ZynBox?

When a user edits a Salesforce record using the ZynBox Sidebar, their credentials are used for the update.  When ZynSync creates a record, the credentials of the service account are recorded if one is in use, or else the credentials of the individual user are stored.

In order to see how ZynBit sidebar is being used to update Salesforce, a tracking mechanism is available via fields added to Salesforce.  These can then be tracked with Salesforce reports.  More information on implementing this auditing is available here.