Installing and configuring the Zendesk for Salesforce app in Zendesk Support enables agents to see Salesforce user information in a Support ticket. User information might include subscription level, whether a particular account has an open opportunity, or additional customer notes.
To read about other Zendesk for Salesforce features, see Choosing Zendesk for Salesforce features.
Installing and enabling the Salesforce app in Zendesk Support
If you are using the current version of Zendesk Support, you need to get the Salesforce app and install it in your Zendesk.
- In Zendesk Support, click the Admin icon () in the sidebar, then select Apps > Marketplace.
- In the search box, enter Salesforce to locate the Salesforce app.
- Click the Salesforce app, then click Install.
- Use the drop-down menu to select the account where you want to install Salesforce, then click Install. The Salesforce app is installed, but not enabled, on your Zendesk Support account.
- On the Salesforce app page, use the toggle to enable the Salesforce app.
Connecting Zendesk Support to Salesforce
You must have administrator credentials in Salesforce to connect Zendesk to Salesforce.
- In Zendesk, click the Admin icon () in the sidebar, then select Settings > Extensions.
- Click the CRM tab.
- Use the Select CRM drop-down to choose Salesforce. Steps to connect to Salesforce appear below the drop-down menu.
- In the first step, Connect to Salesforce, click the Connect to Salesforce link for either Production or Sandbox.
- When you are redirected to Salesforce, enter your Salesforce administrator username and password. This authorizes Zendesk to access your Salesforce account. Ensure that the Salesforce credentials you enter are for a Salesforce administrator so that you have the right permissions to retrieve user data.
- When prompted, click Allow for Zendesk to retrieve information from Salesforce.
When the authorization is complete, you return to the CRM tab in Support. Leave the page open for the next procedure.
Configuring the Salesforce app
You can customize the data displayed in the Salesforce app, and how often the data is refreshed, by configuring the following app settings.
These are applied when viewing Salesforce information from a ticket. These settings are configured as part of a single process.
Leave the CRM tab open for the next procedure so that you can test the Salesforce app before you save your configuration.
Adding Salesforce objects to the app
This process allows you to define which Salesforce objects appear in the app in Zendesk Support.
To add Salesforce objects to the Salesforce app
- In the Add Salesforce Object section, use the drop-down to select a Salesforce object (or record type) that you want to appear in your app:
The window populates the Salesforce Fields list with all fields available on the Salesforce object you selected.
- In the Salesforce fields window, click Add beside each field that you want to appear in the Salesforce app for that object. One of the fields you select must contain data that matches a field in Zendesk.
- Scroll down the list of Salesforce fields and expand one of the related objects to see its fields, then add fields from the related object you expanded.
- Using the Selected Salesforce Fields drop-down, select a Salesforce field to map to a Zendesk field to enable record lookup.
For any given Zendesk ticket, Zendesk attempts to find a record in Salesforce whose data in the selected Object and field exactly matches the data contained in the specified Zendesk field. Example: Retrieve any account where the Salesforce Account Name exactly matches the Zendesk requester organization on this ticket.
- If enabled, continue on to the steps in Enabling the account hierarchy; otherwise, click Save. If you’ve added a related object that can have a one-to-many relationship, and you want to filter the returned objects, continue on to the steps in Filtering the returned objects.
- Click the checkbox to Enable Salesforce data on user profiles. You must select this option to display data in the Salesforce app:
- Click Add object again if you want to add another object to your Salesforce app.
- Leave the CRM tab open for the next procedure so that you can test the Salesforce app before you save your configuration.
Enabling the account hierarchy
In Salesforce, an Account record can look up to another account via the Parent Account field. This parent account can, in turn, have its own parent account. As a result, accounts can have a chain of parent accounts related to it.
The account hierarchy setting allows you to choose to display an account record’s immediate parent account and the ultimate parent account (the root account in the hierarchy).
For example, the following Salesforce account hierarchy:
Is displayed in the Salesforce app as shown here:
By default, the option to display the hierarchy is disabled.
To display the account hierarchy in the Salesforce app, you must have the Account object added to your app customization. See Adding Salesforce Objects to your app for information.
To enable and configure the account hierarchy
- In the Show account hierarchy drop-down, select the option you want:
- None disables the hierarchy display.
- Show immediate parent enables the display, and shows the record’s immediate parent account.
- Show immediate and ultimate parent enables the display, and shows both the record’s immediate parent account, and its originating (or root) parent account.
- When enabled, the app displays the account related to the ticket, its immediate parent, its ultimate parent, and the selected fields during customization.
Filtering the returned objects
You can filter the returned objects in the app.
The option to filter these objects is only available for objects with a one-to-many relationship. In the example below, the Contact object does not have a one-to-many relationship, but the Account object does:
To filter returned objects
- In the object list, click Filter next to the object you want to work with.
- In the Filter Records dialog, select the number of returned objects (up to five), and set conditions to filter the results. For example, if you're filtering Opportunities, you could set Closed is false, then only open Opportunities would display. Or you could show Opportunities that have been closed and were won by setting Won is true.
- Click Save.
Configuring the data refresh setting
When you open a Zendesk Support ticket, the app fetches and displays Salesforce data you selected in the procedure described in Adding Salesforce objects to the app, above. By default, data is refreshed every 60 minutes.
You can request permission to access the data refresh setting. Permission is granted on a per-account basis.
After gaining access to the data refresh setting, you can define how long Salesforce data is cached in the Zendesk database -- 60 minutes, 45 minutes, 30 minutes, or 15 minutes.
- A shorter refresh rate means data is collected from Salesforce more often, and is more likely to be up to date; however, this can impact the Salesforce API limits.
- A longer refresh rate means data is collected less often, but will lessen the risk of running into the Salesforce API limits.
To access and configure the Salesforce app data refresh setting
- Request access to the data refresh setting by emailing email@example.com.
- When access has been granted, go to Zendesk Support and open the CRM tab.
- Use the App configuration drop-down to select Customize new settings.
- Use the next drop-down menu to select how long you want to cache the Salesforce data.
Testing the Salesforce app
You can test your app configuration to ensure that results are being returned from Salesforce. For each object you have added to your app, a text box appears on the right side of the page for the Zendesk field that you selected during mapping.
- In Zendesk, open the CRM tab again, if you are not already there.
- In Test your Salesforce App, enter a value in each text box.
Be sure to choose values that are representative of data in your Zendesk. The values should also be present in the Salesforce object and field specified during the mapping step.
- Click Try it.
The sample app refreshes with live data from your Salesforce account based on the test values you provided in the mapped fields.
- When you finish testing, click Save tab.
Viewing Salesforce information from a Zendesk ticket
After you have installed the Zendesk for Salesforce app you can easily view Salesforce information from a ticket in Zendesk.
- With a ticket open in Zendesk, click the Apps button on the upper-right side of the ticket page.
The Salesforce app displays in the right sidebar.