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Whitaker-Taylor Insights

Instance Synchronization

Aug 5, 2016 12:00:00 PM / by Whitaker-Taylor

Instance Synchronization


Do you manually sync (i.e. copy) configurations from one SuccessFactors instance to all other instances you maintain? Manual process demands much effort and time, and still, there is the frequent possibility of human error.


Wouldn’t it be nice to have an automated feature that takes care of the synchronization process for you? Good news! There is such a feature already, and it’s called Instance Synchronization. Instance Sync, as it’s often called for short, is a handy feature to copy configuration objects and settings from one SuccessFactors instance to another. Keep reading to learn more about how it works.


Types of Instance Synchronization

Instance Sync is flexible in that it allows the user to configure more than one instance as the source or target. 

  • One-Way Synchronization—One source pushes configurations to specified targets.


  • Two-Way Synchronization—Two instances are set up as both a source and a target, so that both instances can push configurations back and forth.


  • Multiple Targets—Instance Sync supports multiple target instances for one source.


Getting Started with Instance Synchronization

Answering the following questions will lay the groundwork to get started with the copy process by identifying the source and target and what needs to be copied.

  1. Which instance(s) will be a source instance from which to sync configurations?
  2. Which instance(s) will be a target instance to which configurations will be synced from a source?
  3. Which configuration objects should be enabled for sync? Basically this question means identifying the configurations in each source instance that need to be synced to the specified target or targets.
  4. Are the source and target in the same data center or different ones?

Once these four questions have been satisfactorily answered, you can move on to enabling Instance Sync. Click here to learn more about that process.

Additional Details about Instance Synchronization

  • Opt-in feature
  • Available with both role-based permissions (RBP) and legacy permissions
  • Available in all supported UI versions
  • Available in both Enterprise and Professional Editions


Instance Synchronization is definitely a handy feature that can quickly move configuration from Stage instance to Production instance or vice versa. For best results though, we recommend that customers make configuration changes in their Stage instances first, and fully test the results to completion. Upon completion of testing, the final changes can be easily pushed to Production instances using Instance Synchronization.

So, why are you still manually copying? Take advantage of Instance Synchronization and use that extra time to enjoy one more cup of coffee.


Enable Instance Sync


(Source: Reference Guide)

Topics: SuccessFactors, Instance Sync

Written by: Whitaker-Taylor