Getting started, connectors and admin setup
Ticketclosed
Carrowkeel Software · Getting started, connectors and admin setup
Niamh asked how to set up Salesforce and Zendesk connectors in a shared workspace and how to add admins. Olivia recommended shared workspace to prevent duplicates. Niamh successfully configured both connectors and added a second admin.
What happened
What this says
Current to 13 Oct 26Niamh asked how to set up Salesforce and Zendesk connectors in a shared workspace and how to add admins. Olivia recommended shared workspace to prevent duplicates. Niamh successfully configured both connectors and added a second admin.
Niamh sought guidance on connector architecture and admin setup during implementation. Olivia recommended shared workspace to prevent duplicate records, allowing query segmentation by team. Niamh set up both Salesforce and Zendesk connectors, confirmed Salesforce was pulling records, and added a second admin without issues. Customer reported team training was ready to begin. This represents smooth onboarding adoption with strong engagement.
Details
Updated 9 Oct 26Trail
created · Niamh Fogarty 15 Oct 2025 11:32Hi, We're getting going with BB-Demo and I want to make sure we've got the data connectors set up right from the start. We're thinking of bringing in Salesforce and Zendesk. Should I set these up in a shared workspace or can individual team leads have their own connections? I've read through some of the docs but I want to make sure we're doing this in a way that makes sense for how we work. Also, once a connector is live, how long does it take to sync? We want to make sure the team understands what to expect before we start running queries. Thanks, Niamh- public_reply · Olivia Grant 15 Oct 2025 15:51Hi Niamh, Good question. I'd recommend setting up your connectors in the shared workspace, that way everyone's querying the same source data and you don't end up with duplicate records floating around. You can still segment by team when you're building your queries. Once a connector goes live, the first sync usually takes a couple of hours depending on how much data you've got. You'll see records start appearing in the brain once that's underway. Give it a go and let me know if you run into anything. Olivia
- public_reply · Niamh Fogarty 16 Oct 2025 12:50Great, thanks. The Salesforce connector is running now, I can see it's already pulled in some records. I've set up Zendesk the same way too. One more question while I'm at it: when we add more admins to the system, is there anything special we need to do, or can we just add them as users and promote them?
- public_reply · Niamh Fogarty 20 Oct 2025 13:53Actually, just wanted to let you know, I've gone ahead and added Fiona as an admin and she's already seeing everything without any issues. I think we're pretty much ready to start training the team now. Really appreciate the walkthrough.
- public_reply · Olivia Grant 20 Oct 2025 14:37Brilliant, sounds like you're good to go. If the team hits anything as you're ramping up, just give me a shout. Olivia
- status_change · 24 Oct 2025 23:59