During the import from Salesforce to Zendesk Sell, some data categories may be reassigned but not lost. For instance, Salesforce's Account and Contact categories are imported as Contacts in Zendesk Sell. Opportunities become Deals, and Leads retain their statuses, including custom ones. All custom fields are preserved during the import process.
These adjustments ensure that your data is organized correctly within Zendesk Sell.
To import contacts from Salesforce to Zendesk Sell, you first need to export them from Salesforce. Log in to your Salesforce account, navigate to the Setup page, and request an export of your data. Make sure to select Unicode UTF-8 for file…
When exporting data from Salesforce, you can only perform this action once every 30 days due to Salesforce's limitations. This means you need to plan your exports carefully to ensure you have the most up-to-date data when transferring to Zendesk…
When exporting data from Salesforce for import into Zendesk Sell, you should use Unicode UTF-8 for file encoding. This ensures that your data is correctly formatted and compatible with Zendesk Sell's import process. Proper encoding is crucial to…
No, you cannot import images, documents, and attachments from Salesforce to Zendesk Sell. During the export process from Salesforce, make sure to uncheck the option to include these types of files, as they will cause the import to fail in Zendesk…