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

Chapter 10. Zendesk Tips and Tricks

When it comes to customizing Zendesk, experience is hard to beat. Admins might spend years working on the perfect setup and they keep learning along the way.

We can certainly try to catch up by learning as much about Zendesk as possible, and yet, we still miss one key ingredient--Time. Only when spending time with Zendesk, we will come up with our own unique ideas and solutions.

While this rings true, we can certainly jumpstart our "experience" by examining tips and tricks of the pros.

In this chapter, we will tap into that experience by looking at my compilation of tips and tricks for Zendesk.

This chapter will cover tips and tricks for the following topics:

  • Business rules

  • Roles and views

  • Reporting

  • Zendesk apps