Our development team is working on getting exports for logs, and I believe scheduling such exports may be on the roadmap as well. Normally I'd suggest a formula-field for this, but formula fields aren't available for sync-filtering, likely due to limitations in the SFDC Streaming API. In the meantime, perhaps it'd be possible to have a workflow process that sets a drop-down/checkbox on contacts based on its account sync requirements. I'll definitely pass along your feedback about needing this capability.

Cannot filter contact-syncing based on account-level fields.

I'm not sure I follow the question about 'how a manually added user is added' - could you please rephrase that so I can better understand the workflow/issue? Additionally, any new accounts should be synced from that point going forward. Once that's been done, any contact that syncs over should be matched into the relevant organizations. To help insure the accounts have already synced, we generally recommend syncing all accounts using this workflow. resultant user should be placed into the relevant org from step (b)

create new contact belonging to that accountĭ. confirm that it syncs to Zendesk to create/update an organizationĬ. You could test this with the following steps:ī. This relationship should be preserved if the account has synced prior to syncing the contact. Sync does not respect the contact/account relationship.Secondly: I'm curious why there are so many connections being made that later need to be broken? Is there a workflow that's causing this? Were these connections made a long time ago with different matching criteria that are no longer relevant? Having a bit more context about how this arises may help us to build solutions that better address that workflow.

This definitely shouldn't require a separate ticket for each. That having been said, it should be possible for our developers to reset ALL of the account/org relationships, or do a collection of them (if record-ids are provided). We realize this isn't ideal, nor is the manual process to submit a ticket to have our Developers reset that relationship. The only way of which I'm aware of doing so is to delete one of the objects (either the account or organization).

Inability to break relationship once made.Hi are some responses to these various concerns:

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