To successfully integrate Zendesk with Salesforce, the user must have a SALESFORCE license. The integration cannot be established using a SALESFORCE INTEGRATION license.
If you're having trouble with the integration, ensure that the user account you're using has the correct license type. This is crucial for the connection to work properly. For more details, you can refer to the originalZendesk help article.
To integrate Zendesk with Salesforce, certain administrative permissions are necessary. These include 'API Enabled' and 'Modify Metadata Through Metadata API Functions'. If these options are not visible in your profile, you may need to contact…
Full access to Push Topics is required for the Account, Contact, or Lead syncing portion of the Data Sync feature in the Zendesk and Salesforce integration. Push Topics rely on the Salesforce Streaming API to function. This access ensures that the…
For the Zendesk and Salesforce integration, users need access to account, contact, lead, or opportunity objects. Specifically, read-only access to certain fields is required, such as the Account Name field in the Account object and the Email field…
Access to Case Objects is required if you're not using the ticket-to-case sync feature in the Zendesk and Salesforce integration. This access is necessary to initially connect the integration. If you plan to use the ticket-to-case syncing feature,…
Visualforce Pages in the Zendesk and Salesforce integration are initially authorized only for the System Administrator profile. To manage permissions, navigate to Salesforce > Setup > Custom Code > Visualforce Pages. From there, ensure that the…
Push Topics in Salesforce are considered a legacy product, with limited support and no new feature enhancements. Instead, Salesforce recommends using Change Data Capture events. For the Zendesk and Salesforce integration, three Push Topics are…