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 Business Rules?


We already have an idea about what Business Rules are. They are meant to automate certain processes and consist of conditions and actions. Still, it might be hard to wrap your head around the idea of Business Rules, especially if this is the first time you're dealing with such a concept.

In order to understand the idea behind Business Rules, let's look at a non Zendesk-related example.

Imagine being in charge of a food factory producing French fries. Every day, the factory receives three tons of potatoes. Currently, you have a few workers designated to handpick potatoes off the production line that do not make the cut due to their size.

This process can be automated by creating a machine taking care of this process. A simplified explanation would look something like this—if the potato is too small, then proceed by removing it from the production line.

This statement can be separated into two parts – the condition and the action.

Luckily, when it comes to Zendesk, we do...