Checking Your Salesforce to Zendesk Data Sync Setup
How can I check if my data sync setup between Salesforce and Zendesk is correct?
To ensure your data sync setup between Salesforce and Zendesk is correct, verify that the Salesforce API settings meet the integration requirements. Confirm that only one Salesforce account is connected to one Zendesk account. Check that unsupported Salesforce fields are not used in sync filters and that the syntax is correct. Ensure field mapping includes mandatory fields like Name to Name. Test the sync by updating mapped Salesforce fields to trigger the sync.
More related questions
How does the data sync process work between Salesforce and Zendesk?
The data sync process between Salesforce and Zendesk is triggered when a mapped field in a Salesforce record is updated or a new record is created. This process determines whether to create a new record or update an existing one in Zendesk Support…
What are the limitations of syncing Salesforce accounts to Zendesk organizations?
Syncing Salesforce accounts to Zendesk organizations has a few limitations. The sync uses the Salesforce account name to match with the Zendesk organization name by default, which may not work if there are duplicate account names. Additionally, the…
How can I configure Salesforce contacts or leads to sync with Zendesk users?
To configure Salesforce contacts or leads to sync with Zendesk users, you need to enable syncing in the Admin Center under Apps and integrations. You can choose to sync either contacts or leads, but not both. Configure the settings for which fields…
What should I know about sync filtering in Salesforce to Zendesk integration?
Sync filtering in the Salesforce to Zendesk integration allows you to control which Salesforce accounts, contacts, or leads are synced to Zendesk by building conditional statements. You can set conditions that must be met for a record to be…
How do I set up field mapping for Salesforce to Zendesk data sync?
Field mapping in Salesforce to Zendesk data sync involves mapping Salesforce fields to Zendesk fields. This ensures that data from Salesforce is correctly populated in Zendesk. The Salesforce data is considered the 'source of truth,' meaning it…
What are the steps to configure Salesforce accounts to Zendesk organizations sync?
To configure Salesforce accounts to Zendesk organizations sync, navigate to the Admin Center and select Apps and integrations. Enable syncing and configure settings for which accounts and fields are synced. Set up sync filtering and matching…
What are the supported field types for mapping in Salesforce to Zendesk sync?
In Salesforce to Zendesk sync, various Salesforce field types can be mapped to Zendesk field types. Supported types include ID, String, Phone, Picklist, Currency, Boolean, Date/Time, Number, Double, and Email. However, fields like Text area (long),…
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