Handle Previous Sync Matches in Salesforce-Zendesk Integration
What should I do if a previous sync is already matched to a Zendesk record?
A previous sync might have already established a relationship between Salesforce and Zendesk records.
When a record first syncs, it uses matching criteria to check for existing records. If a match is found, the existing record is updated; otherwise, a new record is created. The integration saves this relationship, which takes precedence over matching criteria in future syncs. To resolve this, ensure accounts and organizations are synchronized with matching criteria based on the Account Name in Salesforce being equal to the organization Name in Zendesk.
More related questions
Why am I getting a 'Name or Email has already been taken' error during Salesforce to Zendesk sync?
This error occurs when the integration can't find or update a record due to matching issues. The error might happen if no matching record is found based on the criteria set in Zendesk's Admin Center. If the integration can't find a match, it tries…
How can I resolve a Salesforce to Zendesk sync error due to duplicate records?
Duplicate records syncing from Salesforce can cause errors in Zendesk. This issue might occur if two records with the same information sync from Salesforce in a short time frame. If Zendesk hasn't updated its index with the current state of the…
How can I fix a sync error when a different Zendesk organization uses the same name?
A sync error can occur if another Zendesk organization already uses the name you're trying to sync from Salesforce. To resolve this, you can delete one of the conflicting records in Zendesk and re-synchronize the account from Salesforce. If…
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