Programming
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You're reading from  Mastering Zendesk

Product typeBook
Published inJan 2017
PublisherPackt
ISBN-139781786461049
Edition1st Edition
Tools
Zendesk
Concepts
CRM
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Author (1)
Cedric F. Jacob
Cedric F. Jacob
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Cedric F. Jacob

Cedric F. Jacob, before starting his own business as a customer service consultant, writer, and Zendesk admin for international companies, began his career as a customer service representative, from where he progressed to senior, team leader, and management roles. Working for clients such as Runtastic and Lovoo, he focuses on creating highly customized, scalable structures, utilizing his acquired customer service experience and broader passion for IT, which ranges from software and game development all the way to cyber security and hardware.
Read more about Cedric F. Jacob

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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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Mastering Zendesk
Published in: Jan 2017Publisher: PacktISBN-13: 9781786461049
© 2017 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Cedric F. Jacob

Cedric F. Jacob, before starting his own business as a customer service consultant, writer, and Zendesk admin for international companies, began his career as a customer service representative, from where he progressed to senior, team leader, and management roles. Working for clients such as Runtastic and Lovoo, he focuses on creating highly customized, scalable structures, utilizing his acquired customer service experience and broader passion for IT, which ranges from software and game development all the way to cyber security and hardware.
Read more about Cedric F. Jacob

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