GridBuddy Connect automatically triggers a metadata refresh whenever fields or objects are updated on a grid (in Step 2 of the wizard). However, only Salesforce System Admins may successfully refresh GBC metadata, so it is recommended to refresh metadata manually on a routine basis.
To refresh GridBuddy Connect's metadata:
- From the GridBuddy Connect Wizard, click Organization
- Click Connections and select the connection you'd like to refresh
- Scroll to the bottom of the Edit Connection page
- Click Refresh Metadata
When the refresh completes, the Last Metadata Refresh Status should read OK. If it says Error please email your Customer Success Manager, or email firstname.lastname@example.org.