Importing Files from Salesforce to Zendesk Sell
Can I import images, documents, and attachments from Salesforce to Zendesk Sell?
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 Sell.
Focusing on exporting only the necessary data will ensure a smooth import process.
More related questions
How can I import contacts from Salesforce to 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…
What are the limitations when exporting data from Salesforce?
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…
What data categories are affected during the import from Salesforce to Zendesk Sell?
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…
What file encoding should I use when exporting data from Salesforce?
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…
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