Enable Account Relationship Syncing in Zendesk
How do you enable account relationship syncing in Zendesk's Salesforce integration?
To enable account relationship syncing in Zendesk's Salesforce integration, you need to configure settings in the Admin Center. Start by navigating to Apps and integrations, then select Integrations. Under Salesforce, click Configure, and go to the Data sync tab. Here, you can enable syncing for Accounts to Organizations and Contacts/Leads to Users.
Make sure to check 'Enable syncing' and select the appropriate sync type. It's important to note that during the initial sync of Salesforce contacts to Zendesk users, secondary account relationship sync should be disabled to avoid exceeding Zendesk rate limits. Once the primary relationship sync is complete, you can enable secondary account relationship sync.
More related questions
How does the multiple organizations feature work in Zendesk's Salesforce integration?
The multiple organizations feature in Zendesk's Salesforce integration allows multiple Salesforce contacts or leads with the same email address to be connected to a single user in Zendesk Support. This is particularly useful when these contacts…
What are the syncing rules for Salesforce and Zendesk when using multiple organizations?
When using the multiple organizations feature, specific rules govern the syncing behavior between Salesforce and Zendesk. If an organization doesn't exist in Zendesk, organization memberships aren't created. Organization memberships are only added,…
What happens during syncing when multiple organizations is turned on or off?
The syncing behavior in Zendesk's Salesforce integration varies depending on whether the multiple organizations feature is turned on or off. For instance, if a Salesforce contact without a linked account is synced to Zendesk and matched with an…
How can I sync Salesforce contacts with parent/child account structures in Zendesk?
Syncing Salesforce contacts with parent/child account structures in Zendesk can be complex, but it's manageable with the right setup. If your Salesforce setup includes 'parent' or 'umbrella' accounts containing several smaller organizations, each…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
