Sync Multiple Salesforce Records with Zendesk
How can I sync multiple Salesforce records with Zendesk at once?
To sync multiple Salesforce records with Zendesk at once, you need to use the new Salesforce integration. This integration allows batch updates and API updates to trigger a sync, provided a mapped field is changed.
To perform a batch-sync, you can create a custom checkbox field in both Zendesk and Salesforce, map these fields, and then update the Salesforce records in bulk using a CSV file. This process involves exporting the records, modifying the checkbox field, and re-importing the updated records into Salesforce. For more detailed steps, refer to the originalZendesk help article.
More related questions
What triggers a data sync between Salesforce and Zendesk?
A data sync between Salesforce and Zendesk is triggered when a mapped field in a Salesforce record is updated or when a new record is created. It's important to note that updates to unmapped fields do not trigger a sync. This means that for a sync…
Can I use the Bulk API for syncing Salesforce records with Zendesk?
No, you should not use the Bulk API for syncing Salesforce records with Zendesk. Instead, use the Batch API. The reason is that Bulk API updates do not generate the Push Topic events required for syncing, due to limitations in the Salesforce API….
How do I handle rate limits when syncing Salesforce with Zendesk?
When syncing Salesforce with Zendesk, it's important to be aware of Salesforce's streaming API rate limits. These limits are based on the maximum number of delivered event notifications within a 24-hour period, shared by all CometD clients….
Is it necessary to remove the mapping after syncing Salesforce with Zendesk?
It is not strictly necessary to remove the mapping after syncing Salesforce with Zendesk, but it is recommended. Leaving the mapping in place can serve as a way to manually trigger a sync in the future. However, if you encounter issues with the…
Can I sync Salesforce Person Accounts with Zendesk?
Yes, you can sync Salesforce Person Accounts with Zendesk, similar to standard Accounts. However, it's recommended to test this functionality to ensure it works as expected in your specific setup. This allows you to verify that the sync process…
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