Question
I'm in the process of switching from the Legacy SFDC integration to the SFDC integration. How can I be sure that data syncing for Accounts, Contacts and Leads works in the new integration if both systems are active at the same time?
Answer
To test that the new integration is working properly, put a sync-filter condition on both the new and legacy integrations so that they act on different subsets of Accounts, Contacts and Leads.
If you prefer not to create additional fields on the object, use an existing field as the sync filter switch. By making a custom checkbox on the relevant object (Account, Contact, Lead) in SFDC called Sync Using New integration, you can configure the legacy integration to sync it, if the value is false and the new integration to sync, if the value is true.
In the legacy integration, this filter can be added in the User & Organization Sync settings as shown below.
In the new integration, add a similar filter by going to Admin Center > Platform > Salesforce > Data Sync.
With filters in place, test the new integration by checking a box on the records to be synced.
After you tested, remove the filter, and disable syncing through the legacy integration by changing Enable Updates to No.
3 Comments
I have followed exact same step on our UAT environment which was used successfully to have Legacy integration . Followed the following article to see if there is any debug information on Salesforce side , but there is no log to be found on SFDC side.
https://support.zendesk.com/hc/en-us/articles/360041467194--Salesforce-Zendesk-Tickets-Failing-to-sync-into-Cases
Have opened the following ticket too.
https://support.zendesk.com/hc/en-us/requests/5167150 .
Previously Dwight helped me to get the SFDC log in trial environment by going incognito .
Is there any way to set up/test SFDC integration in the ZD Sandbox environment?
HeyO Ruth
This is definitely an option (and kudos to you for testing in a sandbox) - from within your Zendesk Sandbox account you'll head to the Admin Center and do the initial setup steps as usual: https://support.zendesk.com/hc/en-us/articles/360038232533
On the final step (when you click the CONNECT button to link Zendesk to the SFDC Connected App, you'll want to be sure you've chosen "Salesforce Sandbox" in the upper portion of the page:
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