Object Permissions for Zendesk-Salesforce Integration
What object permissions are necessary for Zendesk and Salesforce integration?
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 in the Contact object.
These permissions are necessary for users to utilize the Ticket View feature effectively. Ensuring these permissions are set correctly will help in maintaining a smooth integration process.
More related questions
What license type is required for Zendesk and Salesforce integration?
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…
What administrative permissions are needed for Zendesk and Salesforce integration?
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…
Why is full access to Push Topics required for Zendesk and Salesforce integration?
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…
Is access to Case Objects required for Zendesk and Salesforce integration?
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,…
How do I manage Visualforce Page permissions for Zendesk and Salesforce integration?
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…
What are the limitations of Push Topics in Salesforce?
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…
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