GP sync
Pull the benchmark fund list from Salesforce (Investment_Details__c where Benchmarking_Fund__c is true),
review every proposed change to the GP list, then apply only what you approve.
Salesforce credentials aren’t configured on this environment. Set
SALESFORCE_USERNAME, SALESFORCE_PASSWORD and
SALESFORCE_SECURITY_TOKEN in .env and restart the app.
Runs
| Started | Status | Records | New GP | New fund | Updates | Unchanged | Missing | Errors | Approved | Applied | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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