Book Image

Mastering Zendesk

By : Cedric F. Jacob
Book Image

Mastering Zendesk

By: Cedric F. Jacob

Overview of this book

Zendesk is a cloud-based customer service solution that is widely used because it is easy, efficienct, flexible, and low cost. It is highly scalable and is great for organizations of all sizes. If you’re a Zendesk administrator and are looking to explore advanced-level concepts, then this book is for you. It covers the core functionalities such as managing users, groups, and the organization, and creating and adding custom fields. You will learn how to add customized ticket channels to your account. Then, you will focus on customizing business rules and extending Zendesk with JIRA and Salesforce. Towards the end, the book emphasizes security and troubleshooting aspects as well as providing tips and tricks to create a more efficient support environment. By the end of this book, you will be able to turn a basic Zendesk setup into a highly customized working environment.
Table of Contents (17 chapters)
Mastering Zendesk
Credits
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

What are fields in Zendesk?


Fields are, simply put, containers for information. You could say that users, tickets, and organizations are objects in Zendesk; each containing a range of fields to hold the information describing the object.

Let's have a quick look at an example field:

This field called Requester is a ticket field as it belongs to the ticket object. Every ticket requires a requester. In most cases, the requester would be an end user.

Another great example would be the Description field, which holds the initial text provided by the requester of a ticket. The content of some ticket fields is supplied by the end-user who created the ticket. In direct contrast, the Assignee field, holding the information about what group or agent the ticket is assigned to, is set within Zendesk. In this case, the end user does not supply the information:

Standard ticket fields

Now that we have a general understanding of fields, let's have a quick look at Zendesk's standard fields for tickets.

The...