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 criteria to define how Salesforce accounts match with Zendesk organizations. Map the Salesforce account fields to Zendesk organization fields, ensuring the correct data is transferred. Remember, this is an advanced feature, and once data is synced, it cannot be reversed.
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…
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…
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…
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…
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…
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),…
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…