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Synchronizing Deleted Contacts in Salesforce

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To synchronize deleted contacts and make sure contacts are deleted in Talkdesk when deleted from Salesforce follow these instructions:

Log in to your Talkdesk account as an Administrator:

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  • Access the Admin [1] section at the top of the page.
  • Select the Integrations [2] tab and click the Salesforce Connect [3] button.
  • Click the Configuration button [4]:

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Select the appropriate boxes to:

  • "Synchronize Contacts": Import and synchronize contacts from Salesforce.
  • "Synchronize Deleted Contacts" [5]: Delete contacts in Talkdesk when deleted from Salesforce.

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Note: The "Synchronize Deleted Contacts" option only works if the Synchronize Contacts and the Contact Types options are also selected.

Click Save [6] to apply your changes.

 

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