PB Listing & Property Record updates & our website synching

[johnsisland]

Candy & Alice are updating past Listing records in PB (due to missing info or incorrect info), which syncs it to the Property record, too. They noticed in the PB history section, that their change may not be recorded (due to our tracking PB field settings), but did notice other fields were updated that they didn't touch. It appears those other updates are the website syncing fields.

We're wondering what ramifications there may be when our staff is updating our PB Listing records (or current records) which in turn updates the Property records, and the website synching. Is this affecting the PB/Website synching in any negative way (ie out of order?).

Example PB record "300 Sea Oak Drive": https://na16.salesforce.com/a0Cj0000009kPW7
Candy had updated the “Original list price” field. Notice the history section dated today (10/3).

In addition, I noticed the example above isn't recording the unique URL address per our website. Why?

[CodySwannGT]

So, I think there are three issue/questions here:

1. Updates made to Listing PB Objects are not being Synced to Property PB Objects
2. When "300 Sea Oak Drive" was saved in Refinery, the corresponding PB Listing was not updated with the website URL
3. How does Refinery Sync to PB work with PB listing sync to PB property?

Does that sum it up?

[johnsisland]

I'm not sure. I know there is a button that reads "synch to property record" which they do and did.

the rest, I'm not sure. Can you confirm with PB team? I am only able to identify things as I don't understand all of this and how the relational database works. Just when we think we understand it, we don't. Any expertise and advise would be helpful. thanks

[johnsisland]

Here's that button for updating the Property from the Listing record.

[CodySwannGT]

Got and will do. But just to be clear - what data did not get synced?

On Mon, Oct 3, 2016 at 3:15 PM, johnsisland notifications@github.com
wrote:

Here's that button for updating the Property from the Listing record.

[image: screen shot 2016-10-03 at 3 14 23 pm]
https://cloud.githubusercontent.com/assets/11370701/19050365/42008702-897c-11e6-9e91-b567d6439640.png

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[johnsisland]

The change they made to the "Original price" field was in fact updated (just not tracked for activity history which is something I can change). We are just wondering why we see the website fields updated immediately afterwards in the Activity History and then worried why or if we are updating old or current listing records, is it creating undesirable syncing issues in regards to the web.

Then I noticed that the URL field wasn't even filled in, and it should with the JIRE website URL for that listing.

[CodySwannGT]

OK. So I'm getting a bit more confused, so I'm going to try and take it one thing at a time.

1. I think you're saying that because the Property Object has 8 Listings associated with it, you're afraid the wrong Listing(s) is getting updated when you sync the property?

2. The website is totally different than this and is completely unaffected. Currently the website is syncing this listing: https://na16.salesforce.com/a09j00000098CHSAA2

This is where Lief and I came up with some pretty intricate logic to determine which listing should be synced because:

a) The property has eight listings
b) None of the eight listings has "status" as "active" in PB

So in that specific case, the website grabs the listing with the most recent "Listing Date" and updates that one

[CodySwannGT]

Oh and finally. I just went here http://www.johnsislandrealestate.com/refinery/listings/300-sea-oak-drive/edit and hit "Save" and the app synced it to https://na16.salesforce.com/a09j00000098CHSAA2

If this isn't happening, it's probably because someone didn't hit the "Save" button and I need more details as to what they changed, how they changed it and when.

[CodySwannGT]

I took this to PB via basecamp: https://basecamp.com/1935826/projects/7487267/messages/62950114

[CodySwannGT]

@johnsisland I still haven't gotten a response on this. Is there a way to escalate it outside of basecamp?

[CodySwannGT]

@johnsisland according to Anthony, this should be fixed. Please let me know if you continue to see it.