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Mastering Zendesk

You're reading from   Mastering Zendesk Master the art of providing effective IT services to your customers by leveraging Zendesk

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Product type Paperback
Published in Jan 2017
Publisher Packt
ISBN-13 9781786461049
Length 412 pages
Edition 1st Edition
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Author (1):
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Cedric F. Jacob Cedric F. Jacob
Author Profile Icon Cedric F. Jacob
Cedric F. Jacob
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Toc

Salesforce integration


If ExampleComp were using Salesforce, its integration surely would come with a lot of advantages.

Being able to view Salesforce data in Zendesk allows agents to make more informed decisions, but there is a lot more to it. Here are some of the other features:

  • Sales reps can see Zendesk tickets in Salesforce

  • Sales reps can send Zendesk tickets to Salesforce

  • Sync organizations from Salesforce to Zendesk

  • Sync users from Salesforce to Zendesk

Integration requirements

There are a few requirements that have to be met before we can go ahead with the integration:

  • You must be at least on the Zendesk Team plan

  • Your Salesforce organization must be at least on the Group edition

  • If you are using Zendesk's host mapping, you will have to set up hosted SSL also

  • You will need Salesforce and Zendesk admin access

Installing the integration

First, we will have to install the Zendesk for Salesforce package. Here is the direct link to the package in question:

https://login.salesforce.com/packaging/installPackage...

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