How do I sync many Accounts/Contact/Leads at once with the Salesforce integration?

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11 Comments

  • Sophie Tagar

    I got to say that your new ZD SFDC integration does not meet my expectations to say the least.

    We got a new integration with less functionality, no bulk sync and with less field types that we can map (and those are just the things I encountered).

     

    You really should be doing a better job.

    3
  • Dave Kaminsky

    This new integration has been a challenge. That said, the management of the mapping ins zendesk rather than SFDC is a welcome benefit 

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  • Dave Kaminsky

    Hello Dwight,

     

    Quick question here, the article makes no mention of Matching Criteria for the bulk update.  If the criteria is set to a custom field like SFDC ID, are there an additional steps required?  

    2
  • Dwight Bussman
    Zendesk team member

    Hi Sophie,

    We're working on getting more field types supported for syncing, so hopefully we can be closer to feature parity shortly. That said, we're a bit constrained in terms of what we're able to sync due to limitations of the Salesforce Streaming API Events, which we rely on for our sync mechanism. Salesforce explicitly excludes Long Text Area fields from those streaming events, likely due to the size those fields can occupy, which ties our hands, so to speak.

    Hi Dave,

    I've not seen any change of behavior described above based on Matching Criteria: how those accounts are matched to orgs shouldn't affect their ability to sync. As such, if you're seeing your matching criteria work properly on individual updates, they should function identically when making these kinds of bulk updates.Please let me know if you see otherwise. 

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  • Dave Kaminsky

    Thank you!

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  • Sophie Tagar

    Hi Dwight,

     

    Thanks for replying.
    The think that is more important to me is a bulk sync that can be performed easily and not having to do the workaround mentioned above.

     

    Best,

    Sophie

     

     

     

     

     

     

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  • Dwight Bussman
    Zendesk team member

    HeyO Sophie,

    Thanks much for that additional context. I believe this was a feature that our Developers were looking to build, but because the new integration supports the API/bulk updates used above, I believe it was set as a lower priority. I will check to see if there are plans to build such a feature at some point down the road.

    1
  • Sophie Tagar

    Ok, thanks Dwight.

     

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  • Rob Buijs

    Dwight, I guess for a bulk sync of accounts and contacts you Developer should just take a look at importing a dataloader export natively into Zendesk. Field mappings are already known from the sync settings, so there should just be an upload method of the dataloader file.

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  • Dwight Bussman
    Zendesk team member

    Hi Rob - that's a good idea; thanks for the suggestion.

    I believe they're looking to build a bulk-sync of our own into the product, so hopefully we won't need to cobble the two systems together, but I'll pitch that thought to them and see what they have to say.

    Cheers!

    1
  • Rob Buijs

    Next step up from my suggestion is starting bulk rest-query of accounts and contact from your product. And run the same import for each record as the import you're using for the streaming updates. I believe you can retrieve about 1000 records in a single salesforce rest call, so the salesforce api call restrictions shouldn't be a problem.

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