Changing the Parent Account for a School and Syncing to an Updated District
MM

Mackenzie Maddox

Created Sep 14, 2023

Changing the Parent Account for a School and Syncing to an Updated District

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Salesforce - Navigate to the Rooftop Account Page

15 Steps
1

Click on Edit Parent Account

Click on Edit Parent Account
2

Click on Clear Selection

Click on Clear Selection
3

Type the name of the updated district

Type the name of the updated district
4

Click on the correct District Account

Click on the correct District Account
5

Click on Save

Click on Save
6

Navigate to the Acct Mgmt Tab, scroll to the "Progress Learning App Details" section, and click on the pencil to Edit "PL Integration Processed"

Navigate to the Acct Mgmt Tab, scroll to the "Progress Learning App Details" section, and click on the pencil to Edit "PL Integration Processed"
7

Uncheck the box for "PL Integration Processed", and clear out the date and time "PL Integration Time Stamp" fields

Uncheck the box for "PL Integration Processed", and clear out the date and time "PL Integration Time Stamp" fields
8

Under the Progress Learning API Sync section, Check the box for "Sync Account to PL"

Under the Progress Learning API Sync section, Check the box for "Sync Account to PL"
9

Click on Save

Click on Save
10

Click on the District/Parent Account Page

Click on the District/Parent Account Page
11

Click on the pencil icon to edit "PL Integration Processed"

Click on the pencil icon to edit "PL Integration Processed"
12

Uncheck the box for "PL Integration Processed," and clear out the date and time "PL Integration Time Stamp" fields

Uncheck the box for "PL Integration Processed," and clear out the date and time "PL Integration Time Stamp" fields
13

Under the Progress Learning API Sync section, Check the box for "Sync Account to PL"

Under the Progress Learning API Sync section, Check the box for "Sync Account to PL"
14

Click on Save

Click on Save
15

Wait 30 minutes for the sync to happen. Check the Mini CRM to ensure the switch happened after the sync.

Well done!
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