Enhancements in Syncing Zendesk Orgs and Salesforce Accounts
What changes are planned for syncing Zendesk Orgs and Salesforce Accounts?
Zendesk plans to introduce more flexibility in syncing Zendesk Orgs and Salesforce Accounts, focusing on mapping hierarchy across organizations.
This includes syncing parent, child, and sibling relationships between accounts in Salesforce into Zendesk. Additionally, an organization merge feature is under development, with a beta release expected by the end of the year, to support syncing of merges from Salesforce back into Zendesk.
More related questions
What were the main feedback points from the Zendesk PM Roundtable on Salesforce integrations?
The main feedback points from the Zendesk PM Roundtable on Salesforce integrations focused on error notifications, customization, and data syncing. Customers expressed a need for better error notifications and monitoring, including notifications…
How is Zendesk planning to improve error notifications for Salesforce integrations?
Zendesk plans to enhance error notifications for Salesforce integrations by providing notifications for failures, disconnections, and other issues. The goal is to offer clear instructions for remediation when something goes wrong. Additionally,…
What customization options are being considered for the Zendesk Sidebar app?
Zendesk is considering several customization options for the Sidebar app to make it more flexible and responsive. These include showing more than the current five objects, adapting to the new Agent Workspace, and allowing lookups using different…
How will the Ticket View in Salesforce be improved?
The Ticket View in Salesforce is set to be improved by aligning it more closely with the fields, data, and columns shown in Zendesk. This includes making the filters or attributes used to retrieve tickets configurable, ensuring that the tickets…
Will Zendesk support bi-directional data sync with Salesforce?
Yes, Zendesk is working towards supporting bi-directional data sync with Salesforce, expanding beyond the current one-way syncs. There is a particular focus on enabling User <> Contact/Lead syncs to send updates back from Zendesk to Salesforce….
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