To connect your Zendesk and Salesforce accounts, you first need to install the Zendesk for Salesforce app in your Salesforce account. For the installation, make sure you have a Salesforce administrator, or someone with admin access, available. You need Salesforce admin access for the install process and the majority of the configuration steps.
This article contains the following topics:
Installing Zendesk for Salesforce
To install Zendesk for Salesforce
- Go to the Zendesk for Salesforce page to start the installation. Remember, it's a private listing, so you won’t be able to search for or browse to it.
If you are upgrading from an earlier version, skip to step 5.
- Click Get it Now.
- Click Install in Production. Or, if you want to Install in Sandbox, you can find the Sandbox version here. See the Salesforce instructions for installing Salesforce in a sandbox account.
- Accept the terms and conditions, then click Confirm and Install!
- On the Install Package page, select an install process:
- Install for Admins Only if only administrators are using Zendesk for Salesforce.
- Install for All Users if all user profile types are using Zendesk for Salesforce. This is the recommended setting.
- Install for Specific Profiles if you want to choose which profile types are using Zendesk for Salesforce. See Installing Zendesk for Salesforce for specific profiles for information on configuring this option.
- Click Install.
- In the Approve Third-Party Access pop-up, allow zendeskintegration.secure.force.com to communicate with the app by selecting Yes, grant access to these third-party websites, then click Continue.
Note: The installation process may take a while to complete. You will receive an email from Salesforce when the installation is finished.
- Select a security level to determine the users who can access the application within Salesforce, then click Next.
The Grant access to all users setting is recommended.
- Click Install.
Configuring your Zendesk as a remote site
After you install the Zendesk for Salesforce app, you need to set up Zendesk as a remote site in Salesforce. This enables the integration to access Salesforce from Zendesk, and vice versa.
To configure your Zendesk as a remote site
- In Salesforce, click Setup at the top of the page.
- In the left-side menu bar, click to expand Security Controls, then click Remote Site Settings.
- On the All Remote Sites page, click the New Remote Site button.
- On the Remote Site Edit page, fill out the remote site information:
- Remote Site Name: Enter a name for your connected Zendesk site.
- Remote Site URL: Enter your Zendesk URL (https://mycompany.zendesk.com).
- Click Save.
Authenticating to Zendesk
You must be a Zendesk administrator (or have a friendly Zendesk admin standing by) to authenticate to Zendesk, and have Salesforce administrative privileges as well.
To authenticate to Zendesk
- In Salesforce, open the App Launcher.
- Click Zendesk for Salesforce to open the app.
- Click the Zendesk tab in the top menu bar.
- In the Global Authentication section, enter the Zendesk domain used in your Remote Site Settings.
Note: If you are using host mapping, enter your zendesk.com URL instead of your host mapped URL (for example, https://mycompany.zendesk.com).
- Click Link Domain.
- You will be redirected to Zendesk for authentication, and asked to provide your username and password. If you’re already logged into your Zendesk account from the same browser, you will be taken straight to the authorization screen:
- Next, you will be redirected back to Salesforce and asked to sign in. A Zendesk token is stored in Salesforce and used to authenticate the integration from that point on.
- If the authentication was not successful, validate the following and try again:
- Your URL matches exactly an entry in Remote Site Settings
- If you are using Zendesk host mapping, you have a valid hosted SSL certificate
- After authentication is complete, the following message displays and the linked domain appears:
- If you intend to send tickets from additional Zendesk domains, you will need to link those domains as well. This will allow you to map ticket fields.
When the installation is complete, you are ready to choose the features you'd like to enable. (Don't let that Salesforce admin go far—you'll need admin access to configure most of the features!)
To read about the Zendesk for Salesforce features and set up the ones you need, see Choosing Zendesk for Salesforce features.