Yes, you can connect multiple Salesforce instances to Zendesk QA. To do this, go to Account Settings > Connections within Zendesk QA. Here, you can add more than one instance of Salesforce or even connect other software. This flexibility allows you to manage multiple data sources efficiently.
Connecting Salesforce to Zendesk QA is a straightforward process. First, during the signup, select Salesforce from the list of integrations. Give your connection a name, which is helpful if you plan to add multiple connections later, and click…
When connecting Salesforce to Zendesk QA, you have the option to select a data retention period. This setting determines how long your data will be stored and synced with Zendesk QA. It's important to choose a retention period that aligns with your…
Zendesk QA offers additional security options when connecting Salesforce. These options allow you to prevent specific information and conversations from being synced. This feature is useful for maintaining data privacy and ensuring that only…
If you need to import data older than the last 24 hours from Salesforce, you can contact the Zendesk Support team for assistance. They can help you with the process and ensure that your historical data is successfully integrated into Zendesk QA.