Legacy Salesforce: Getting started with Zendesk for Salesforce Integration

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41 Comments

  • Becca
    Zendesk team member

    Hi Ben- 

    Unfortunately the syncing of attachments from Zendesk to Salesforce is not possible due to a restriction of the Salesforce API. Without them making modifications to this, we cannot provide this feature at this time.

    There may be workaround options (although not ideal) by using the attachment link from Zendesk. This would require uploading the attachment to a comment, submitting to save the comment with attachment, and then right clicking to get the attachment link address url and adding the url to a ticket comment once the attachment url is created. The attachment then can be accessed from this link. 

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  • Yuri Mylis
    Zendesk Product Manager

    Hi Liz,

     

    Our Salesforce integration supports TLS 1.1 and newer, so that shouldn't be a problem.

     

     

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  • Andy Jobst

    Thanks for the additional information, very helpful in understanding the capabilities that are available.  -Andy

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  • Mauricio Oliveira

    Hi there,

    About viewing Salesforce data from Zendesk, I would like to make a more complex query/mapping/filtering operation than the UI allows me. So, is there any way I could write a SOQL query to obtain results I want to display?

    To illustrate what I'm talking about, I want to obtain QuoteLineItems fields while applying filters on both Quote and Opportunity (QuoteLineItem parent objects) and a mapping between Salesforce Account and Zendesk organization. Is this possible with the plugin, or should I look for/develop another app for that kind of operation?

    Regards.

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  • Benjamin Towne

    Hey Nikola,

    There are still parts of the Zendesk for Salesforce package that are being updated to be lightning compatible.

    The standard features of the package should all work correctly with lightning but more of the advance features like creating tickets still utilize our visualforce pages.

    I see you've opened a separate ticket with us. I'll reach on in that shortly.

    Thanks! :)

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  • Ben Speich

    I know there is THIS article requesting it, but is there any movement on allowing syncing of attachments?

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  • Anika Rani
    Zendesk Product Manager

    Hi Schuyler, yes its is possible for us to disable the contact/ lead feature. I've created a ticket to action this for you and will follow up with you there. 

    Thanks
    Anika

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  • Garrick Rohm

    Hi Arif,

    You're correct in #1, in the Settings ⚙  > Extensions > CRM > (select Salesforce) step #3 the checkbox label should read "Enable Salesforce data to appear on the ticket page." We've developed a fix for this and it should be released in the next project.

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  • Benjamin Towne

    Unfortunately the Zendesk for Salesforce package does not currently work with the SFDC Lightning Community portal.

    I do have a ticket open with our devs about this so it is on their radar but there's no ETA on if or when Salesforce Lightning Community compatibility will be added to the package.

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  • Bill Bailey

    Where is the rest of the user guide? The link that lead here said User Guide, but this is just the Getting Started. I would like to learn more details.

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