Important Considerations for Zendesk to Salesforce Sync
What are the important considerations for Zendesk to Salesforce ticket sync?
Before setting up ticket sync from Zendesk to Salesforce, there are a few important considerations to keep in mind. Zendesk ticket attachments do not sync to Salesforce, and closed tickets will not sync either. If a ticket is closed and hasn't synced, you'll need to use an alternative method, like the Salesforce API, to create a corresponding case.
It's also recommended to test the ticket sync in sandbox accounts before implementing it in production to avoid any disruptions. For more details, refer to theoriginal help documentation.
More related questions
How do I set up ticket sync from Zendesk to Salesforce?
Setting up ticket sync from Zendesk to Salesforce involves several steps to ensure seamless integration. First, you need to set up the Zendesk for Salesforce integration and create a Salesforce Record Type. Then, install the ticket sync package in…
How can I configure custom field mappings for Zendesk to Salesforce sync?
To configure custom field mappings for Zendesk to Salesforce sync, you need to map Zendesk ticket fields to Salesforce case fields. This is done in the Zendesk Admin Center under the Ticket Sync settings. You can map various field types, but some…
What are the steps to check if ticket sync is successfully installed?
To verify if the ticket sync is successfully installed, go to Salesforce > Setup > Deployment Status and check for a deployment time corresponding to the package installation. If the deployment failed, Salesforce will provide detailed errors that…
How do I configure organization matching for Zendesk to Salesforce sync?
Configuring organization matching for Zendesk to Salesforce sync involves setting criteria for how Zendesk organizations are matched to Salesforce accounts. If your Account to Organization data sync is disabled, default matching criteria are used….
How can I configure ticket requester matching for Zendesk to Salesforce sync?
To configure ticket requester matching for Zendesk to Salesforce sync, you can set criteria for matching Zendesk ticket requesters to Salesforce contacts or leads. If your Contact or Lead to User data sync is disabled, default criteria are used. If…
What are the standard field mappings for Zendesk to Salesforce sync?
When the ticket sync package is installed, Zendesk automatically maps most standard ticket fields to Salesforce case fields. These include fields like Type, Priority, Status, and more. Some fields, such as Type, Priority, and Status, can have their…
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