Multiple Organizations in Zendesk Salesforce Integration
How does the multiple organizations feature work in Zendesk's Salesforce integration?
The multiple organizations feature in Zendesk's Salesforce integration allows multiple Salesforce contacts or leads with the same email address to be connected to a single user in Zendesk Support. This is particularly useful when these contacts belong to different Salesforce accounts. When this feature is enabled, Zendesk users can be members of multiple organizations, which helps in managing and syncing data more effectively.
To enable this feature, you need to contact Zendesk Customer Support for permission, as it is granted on a per-account basis. Once enabled, the integration respects existing default memberships and only adds new organization memberships without deleting any. For more details, you can refer to theoriginal Zendesk help article.
More related questions
What are the syncing rules for Salesforce and Zendesk when using multiple organizations?
When using the multiple organizations feature, specific rules govern the syncing behavior between Salesforce and Zendesk. If an organization doesn't exist in Zendesk, organization memberships aren't created. Organization memberships are only added,…
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What happens during syncing when multiple organizations is turned on or off?
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How can I sync Salesforce contacts with parent/child account structures in Zendesk?
Syncing Salesforce contacts with parent/child account structures in Zendesk can be complex, but it's manageable with the right setup. If your Salesforce setup includes 'parent' or 'umbrella' accounts containing several smaller organizations, each…
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