Create a Hidden Sync Trigger Field in Salesforce
What are the steps to create a hidden sync trigger field in Salesforce?
Creating a hidden sync trigger field in Salesforce involves a few steps. First, go to the Object Manager and select the object type you want to sync. Then, navigate to Fields & Relationships and add a new checkbox field. Name it something like 'Formula Fields Updated?' and ensure it's not visible on user pages.
Set the appropriate field-level security, allowing system administrators access. This field will be used in a background process to trigger syncs to Zendesk when key fields change. For more information, visit theoriginal link.
More related questions
Why doesn't a formula field update trigger a sync from Salesforce to Zendesk?
Formula field updates in Salesforce don't trigger a sync to Zendesk due to a limitation in the Salesforce Streaming Events API. This API doesn't create a streaming event when a formula field changes, which means Zendesk isn't notified of the…
How can I initiate a sync from Salesforce to Zendesk when a formula field updates?
To initiate a sync from Salesforce to Zendesk when a formula field updates, you need to create a hidden checkbox field in Salesforce. This field acts as a sync trigger whenever a key field changes. First, create a new checkbox field in Salesforce…
How do I map a new Salesforce checkbox field to Zendesk?
To map a new Salesforce checkbox field to Zendesk, start by creating a corresponding checkbox field in Zendesk. Name it to indicate its purpose, such as 'Salesforce internal use only'. Next, add this new field to the Salesforce mapping in Zendesk….
How can I create a flow in Salesforce to update a checkbox field?
Creating a flow in Salesforce to update a checkbox field involves using the Salesforce Flow Builder. Start by going to Setup > Platform Tools > Process Automation > Flows and select 'New'. Choose a 'Record-triggered flow' and select the object…
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