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Table of Contents

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  1. Preface
  2. Introduction to Synchronize Zendesk Tickets with Salesforce Cases recipe
  3. Synchronize Zendesk Tickets with Salesforce Cases recipe contents
  4. Using the Synchronize Zendesk Tickets with Salesforce Cases recipe

Synchronize Zendesk Tickets with Salesforce Cases

Synchronize Zendesk Tickets with Salesforce Cases

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Step 2. Configure and publish the Salesforce connection

Step 2. Configure and publish the Salesforce connection

Configure the user credentials, object filter, and event consumer details in the SalesforceConnectionCase connection, and then publish the connection.
  1. Open the
    SalesforceConnectionCase
     connection.
  2. From the
    Type
     list, select
    Salesforce
    .
  3. From the
    Runtime Environment
     list, select
    Cloud Server or any Secure Agent
    .
  4. From the
    Authentication Type
     list, select
    OAuth
     or
    Password
     as required.
    Based on the authentication type selected, perform one of the following steps:
    • For
      OAuth
       authentication, enter values for the following properties:
      • Authentication URL
        . Endpoint used to make OAuth authorization requests to Salesforce.
      • Token Request URL
        . Endpoint used to make OAuth token requests to Salesforce.
      • Session Duration
        . Number of minutes after which the OAuth token expires.
      • Authorize Access
        . Click
        Authorize
         > enter the Salesforce developer account credentials > click
        Allow
        .
      The OAuth authentication process starts. You can check the current authorization status in the
      Authorization Status
       property.
    • For
      Password
       authentication, enter values for the following properties:
      • User Name
        . Salesforce developer account user name.
      • Password
        . Salesforce developer account password.
      • Security Token
        . Salesforce security token.
  5. In the
    Connection Properties
     section, enter the
    Object Filter
     field value as
    Case
    .
  6. Save and publish the connection.
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