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

JIRA integration


Integrating JIRA is not as simple as installing an app from the Marketplace. In order to understand the whole process, you should have some experience with JIRA or (and this is how I prefer to do it) work together with someone in charge of the JIRA setup.

Integration preparations

Before we can start, we need to make sure that a few conditions are met:

  • You must have admin rights in both Zendesk and JIRA

  • The JIRA account is both in the jira-administrators and the jira-software-users group

  • The reporter field has to be present on the Create Issue screen

  • Third-party cookies are enabled in your browser

  • Atlassian add-ons need the permission to access JIRA projects

The first condition is a no-brainer. Without having the admin permissions, we simply cannot make the necessary changes for this to work. It might be noteworthy though that it is recommended that you use an actual administrative Zendesk account rather than using just any agent with admin permissions.

Why?

When escalating a JIRA...