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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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Prerequisites for creating a custom field in Salesforce

Prerequisites for creating a custom field in Salesforce

Create a Zendesk ID custom field in the Salesforce account, contact, and case entities.
  1. Log in to the Salesforce organization.
  2. Go to
    Setup
    Build
    Customize
    Accounts
    Fields
    , and then click
    New
    .
    The following image shows the
    New
     button on the
    Accounts Fields
     page:
    The image shows the New button on the Accounts Fields page.
  3. In the
    Field Label
     field, enter
    Zendesk ID
    , enter the
    Field Name
     field value as
    Zendesk_ID
    , and then save the custom field.
    You must create a custom field with the
    Text
     data type.
    The following image shows the
    New Custom Field
     page:
    The image shows the New Custom Field page.
  4. Save the custom field.
  5. Follow the same steps for the
    Contact
     and
    Case
     entities.
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