Initiate Sync from Salesforce on Formula Field Update
How can I initiate a sync from Salesforce to Zendesk when a formula field updates?
To initiate a sync from Salesforce to Zendesk when a formula field updates, you need to create a hidden checkbox field in Salesforce. This field acts as a sync trigger whenever a key field changes.
First, create a new checkbox field in Salesforce and a corresponding one in Zendesk. Then, use Salesforce Flow Builder to automatically update this checkbox field whenever the relevant fields change. This process ensures that changes are captured and synced to Zendesk. For a detailed guide, refer to theoriginal link.
More related questions
Why doesn't a formula field update trigger a sync from Salesforce to Zendesk?
Formula field updates in Salesforce don't trigger a sync to Zendesk due to a limitation in the Salesforce Streaming Events API. This API doesn't create a streaming event when a formula field changes, which means Zendesk isn't notified of the…
What are the steps to create a hidden sync trigger field in Salesforce?
Creating a hidden sync trigger field in Salesforce involves a few steps. First, go to the Object Manager and select the object type you want to sync. Then, navigate to Fields & Relationships and add a new checkbox field. Name it something like…
How do I map a new Salesforce checkbox field to Zendesk?
To map a new Salesforce checkbox field to Zendesk, start by creating a corresponding checkbox field in Zendesk. Name it to indicate its purpose, such as 'Salesforce internal use only'. Next, add this new field to the Salesforce mapping in Zendesk….
How can I create a flow in Salesforce to update a checkbox field?
Creating a flow in Salesforce to update a checkbox field involves using the Salesforce Flow Builder. Start by going to Setup > Platform Tools > Process Automation > Flows and select 'New'. Choose a 'Record-triggered flow' and select the object…
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