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

Troubleshooting business rules


Having to troubleshoot business rules is one of the most common scenarios when working with Zendesk.

How so?

With each new trigger and automation, we undoubtedly add to the complexity of our setup. An older trigger, for instance, may malfunction because we did not consider adjusting it after deleting a ticket field. The possibilities are endless.

At the same time, we may have created a bunch of new SLAs, which simply do not seem to work as expected. So, let's take a look at our options.

Triggers and automations

In most cases, trigger– or automation–related issues are reported in direct connection with a ticket. In other words, an agent finds a ticket and does not quite understand why it behaved the way it did.

Ticket events

In cases like the one mentioned earlier, we can review the ticket's history by looking at every event that took place since the ticket has been created.

In order to do so, simply click on Conversations on top of the ticket description and select...