Salesforce data not syncing fresh

Ticketclosed

Thackwray Logistics · Salesforce data not syncing fresh

Salesforce deal updates were missing from the brain and the data was a couple of days behind. Kate Ormerod asked which deals were affected and Josh Pearce agreed to send a list.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

Salesforce deal updates were missing from the brain and the data was a couple of days behind. Kate Ormerod asked which deals were affected and Josh Pearce agreed to send a list.

Problem: Josh Pearce reported on 14 Jul 2026 that Salesforce data was a couple of days out of date. On 16 Jul 2026 he narrowed it to deal records, where amounts and close dates matched but later updates were missing.

Handling: Kate Ormerod checked the sync logs, reported that the connector had run without errors, and asked which deals were affected. The first response was logged at 944 minutes, and the ticket was solved on 6 Aug 2026 and closed on 10 Aug 2026.

Watch: Josh said on 17 Jul 2026 that he would send the list that day. The record does not show the list arriving or the cause being found.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categorybug

Channelemail

First response (min)944

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Trail

created · Josh Pearce 14 Jul 2026 09:17
Hi, One of the client managers reported that Salesforce data in the brain appears to be a couple of days out of date. We usually see fresh data each morning but the last sync looks like it was Monday. Can you look into this? Thanks, Josh
Public reply · Kate Ormerod 15 Jul 2026 01:01
Hi Josh, thanks for reporting that. I've checked the sync logs and the Salesforce connector ran yesterday morning without errors. What specific data are you seeing as stale, is it a particular record or a whole data type?
Public reply · Josh Pearce 16 Jul 2026 13:58
We're looking at deal records. The amounts and close dates match what was in Salesforce two days ago, but none of the updates from Monday or Tuesday are showing in the brain.
Public reply · Kate Ormerod 16 Jul 2026 15:25
Thanks for narrowing that down. I'm checking the deal sync details now. Can you tell me which deals you're seeing the discrepancy on? I'll trace through the sync to see where it's getting stuck.
Public reply · Josh Pearce 17 Jul 2026 13:25
I'll put together a list of the specific deals and send it over by end of day.
Status change · Kate Ormerod 6 Aug 2026 16:24
Status change · 10 Aug 2026 23:59

Helpdeskmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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