Syncing Rules for Zendesk and Salesforce Integration
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, not deleted, and mapped fields are synced if the Salesforce primary account-contact relationship matches the user's default organization in Zendesk.
Additionally, an organization membership in Zendesk is created only if a Salesforce contact is linked to a Salesforce account. The integration respects existing default memberships, which are manually assigned. To sync secondary relationships, several features must be enabled, including Accounts to Organizations sync, Contacts/Leads to Users sync, and more.
More related questions
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…
How do you enable account relationship syncing in Zendesk's Salesforce integration?
To enable account relationship syncing in Zendesk's Salesforce integration, you need to configure settings in the Admin Center. Start by navigating to Apps and integrations, then select Integrations. Under Salesforce, click Configure, and go to the…
What happens during syncing when multiple organizations is turned on or off?
The syncing behavior in Zendesk's Salesforce integration varies depending on whether the multiple organizations feature is turned on or off. For instance, if a Salesforce contact without a linked account is synced to Zendesk and matched with an…
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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