Allow Property Sync Properties to be populated in either object (Two Way Sync)
Being able to surface data from one object on another object without the use of workflows has been a huge improvement.
However, now that the data can be visualized on the second object, our users often times need to be able to update it while on that object without leaving the object's workscreen.
For example, we are syncing some key Company properties to the Lead Object so that data about the company stays evergreen but our sales teams can see that data in the leads tool while working their leads. It would be great if, as they engage with the lead, they had an easy way to update these values without having to leave the sales workspace. Currently it leads to some confusion when a property can not be edited due to it being a sync property - and even having a prompt that opens the appropriate Company property or something that tells them that the field needs to be updated on the Company object would be very useful in making sure data gets updated.
Ideally we'd be able to set sync rules the same way we do with other tools (such as data sync for integrations) but even just allowing for data to be updated in either object would help immensly!
+1. Perhaps a toggle within the Sync Property so admins can choose, per property, whether to enable two-way sync? Just in case there are certain properties where you actually want users to navigate to the original property for some reason.
Love this idea and would be super useful and I can think of many use cases!
There may be issues to overcome with access/permissions. EG, If I have access to edit all deals, but can't edit companies and I have a 2-way rpoperty sync from deal <> companies, would I still be able to edit the property on the deal even though it effects the company? Perhaps this needs an additional setting such as over-rule access/permision limits
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