Run the recipe to create Zendesk organizations for new Salesforce contact records.
Log in to your Salesforce instance.
On the Salesforce Setup page (in the Classic UI), click the Contacts tab.
On the Contacts Home page, click New.
On the New Contact page, enter the contact details, such as name, email, phone, address, and so on. Click Save.
You’ve now successfully triggered the recipe, which creates a corresponding user record in Zendesk.
Run the recipe to create contacts in Salesforce for Zendesk user records.
In the Integrations section of the project workspace, click Actions on the integration flow (Oracle Zendesk Salesforce User2Contact Sync), then select Run.
The Configure and run page is displayed, where you can specify a value for the LastRunTime parameter. This parameter stores the date and time of the most recent successful run of the integration flow. The parameter’s value is automatically updated after each successful run, and only the Zendesk organization records created after the date-time stamp stored as the parameter’s Current Value are processed by the integration in each run. If you want to change the date-time stamp for a specific scenario, enter the date and time of your choice in the New Value field in the format, yyyy-MM-dd HH:mm. To fetch all the user records from the beginning, set the value as zero.
On the Configure and run page, click
Run.
You've now successfully submitted
the integration for execution.
Note:
You can also schedule this integration to run at a
date, time, and frequency of your choosing. See Define the
Integration Schedule.
Monitor the running of the
integration flow in Oracle Integration. See Monitor Integrations.
Log in to your Zendesk instance and check for the new users created.
On the Zendesk home page, click Customers in the left navigation pane.
Search for the required organization records on the Customers page.
Log in to your Salesforce instance and check for the new contacts created.
On the Salesforce Setup page (in the Classic UI), click the Contacts tab.
On the Contacts Home page, select All Contacts in the View field. Click Go! if necessary.