How do I add Zendesk Support tickets under accounts using Salesforce Lightning?
When using the Salesforce Lightning edition, if you want to see your Zendesk tickets under Accounts, please follow the steps below:
- Navigate to Accounts > Select any account
- On the upper right hand corner of your screen, click Setup ()
- Select Edit Page
- Under Standard, drag Visualforce at the center of your screen. I would suggest placing it above Related | Details section
- Once done, click Save
After doing the steps above, refresh the page and try to open an account. You should be able to see your Zendesk tickets now.
If you are using a version of Salesforce prior to Salesforce Lightning, see Salesforce: Adding ticket view to your Account, Contact, Lead, and Opportunity layouts.