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

Salesforce integration


If ExampleComp were using Salesforce, its integration surely would come with a lot of advantages.

Being able to view Salesforce data in Zendesk allows agents to make more informed decisions, but there is a lot more to it. Here are some of the other features:

  • Sales reps can see Zendesk tickets in Salesforce

  • Sales reps can send Zendesk tickets to Salesforce

  • Sync organizations from Salesforce to Zendesk

  • Sync users from Salesforce to Zendesk

Integration requirements

There are a few requirements that have to be met before we can go ahead with the integration:

  • You must be at least on the Zendesk Team plan

  • Your Salesforce organization must be at least on the Group edition

  • If you are using Zendesk's host mapping, you will have to set up hosted SSL also

  • You will need Salesforce and Zendesk admin access

Installing the integration

First, we will have to install the Zendesk for Salesforce package. Here is the direct link to the package in question:

https://login.salesforce.com/packaging/installPackage...