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

Organizations


Organizations can be very helpful when managing workflows, though there is no imperative need to associate end-users with an organization. Therefore, we should ask ourselves this: do we need to use organizations to achieve our desired workflows?

Before we can answer this question, let's have a look at how organizations work in Zendesk.

When creating an organization within Zendesk, you may choose one or more domains associated with that organization. As soon as an end-user creates a ticket using an e-mail address with that specific domain, the user is added to that organization.

There are a few more things you can set within an organization. So let's have a quick look at all the available options.

In order to add a new organization, simply follow these steps:

  1. Click on the Admin icon (gear symbol) located in Zendesk's sidebar.

  2. Click on People located under MANAGE within the admin menu.

  3. Click on organization located at the top of the main area (next to add):

When adding a new organization...