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Setting up Ticket View in Salesforce

Darren Chan
  • Edited
Zendesk Documentation Team

This article describes setting up a view of Zendesk tickets for your users in Salesforce. This feature queries Zendesk Support in real-time from the Account, Contact, Lead, and Opportunity pages and does not store any Zendesk data in Salesforce.

Before creating a ticket view in Salesforce, you will need to Set up your Zendesk for Salesforce integration.

This article includes the following topics:

Related information:

Enabling and configuring Ticket View for Salesforce

The ticket view feature is a view of your Zendesk tickets in Salesforce. It is configured in your Admin Center.

To enable and configure Ticket View

  1. In your Zendesk Admin Center, select Integrations in the left navigation pane.

  2. Next to Salesforce, click Configure.
  3. If you installed the managed package when setting up your Zendesk to Salesforce connection, you can enable Ticket View. Continue to step 7.
  4. If you did not install the managed package during installation, click Install managed package. The package installs a Lightning component and Visualforce component in your Salesforce account that will be used for Ticket View. We recommend you select "Install for All Users". Users who are not granted access will not be able to view Zendesk tickets in Salesforce.
  5. Click Install.
  6. After installation of the package is complete, return to Admin Center and refresh the Ticket View page.
  7. Select the Enable Ticket View checkbox.

     

  8. In the Field Matching section, configure the matching criteria to filter which tickets are displayed in Salesforce.

    The default criteria for how tickets are displayed on Salesforce pages are:

    • Find account tickets by: Show tickets where the ticket requester's Zendesk organization name matches the Salesforce account name.
    • Find contact tickets by: Show tickets where the requester email address matches the Salesforce contact email.
    • Find opportunity tickets by: Show tickets where the ticket requester’s Zendesk organization name matches the Salesforce account name.

    • Find lead tickets by: Show tickets where the requester email address matches the Salesforce contact email.

    You can also set the account-wide filtering and ticket sorting displayed in Salesforce. By default, all unclosed tickets, sorted by descending status are shown.

    The field used for matching within Salesforce needs to be visible to Salesforce users looking at Ticket View. The minimum requirement is read-access only.

    Each Salesforce user can set their personal default filtering and sorting by changing this in the Zendesk UI in Salesforce.

  9. After you’ve enabled and configured your Ticket View settings, click Save.

Adding a Lightning component or Visualforce page to your Salesforce page

After installing the managed package, you need to add the Lightning component or Visualforce page to your Salesforce Contact, Lead, or Opportunity pages to display Zendesk tickets. If you choose to add a Lightning component, you must have a Salesforce My Domain subdomain.

To add your Lightning component or Visualforce page to your Salesforce page

  1. In Salesforce, click on the App Launcher icon in the upper left, select View All, then click the link to an Accounts, Contacts, Leads, or Opportunities page.

  2. Select the Account, Contact, Lead, or Opportunity object.
  3. Navigate to edit page by clicking on the cog on the upper right, and select Edit Page.

     

  4. If you wish to use the Lightning component, find your Lightning component listed under "Custom" in the list of components on the left. Remember, this only works if you have My Domain enabled.
  5. Drag "Zendesk_Ticket_View" onto the page.

     

  6. If you wish to use the Visualforce page, find the Visualforce component listed under Standard on the left sidebar.
  7. Drag the Visualforce page onto the page layout and select the "Zendesk_Ticket_View_Account" on the right sidebar under the "Visualforce Page Name" menu. Repeat this step for the Contact, Lead and Opportunity pages.
  8. Click Save to update.
  9. Navigate to your Salesforce page, and a view of your Zendesk tickets appears, as shown in the example below.

Checking if Ticket View has successfully installed

The following procedure helps you check if Ticket View has successfully installed in Salesforce.

To check your Ticket View installation
  1. Go to Salesforce > Setup > Deployment Status.
  2. Check the deployment time when you installed the package and see if the deployment was successful or failed. If deployment failed, Salesforce will provide you with detailed errors. Review the errors and resolve them. If you are unable to resolve them, contact Zendesk Support and provide a screenshot of the error.
  3. Check if the components were successfully created.
    For the Lightning component, go to Salesforce > Setup > Lightning Components > Zendesk_Ticket_View
    For the Visualforce page, go to Salesforce > Setup > Visualforce Pages > Zendesk_Ticket_View
  4. If steps 2 and 3 are successful, continue with setting up Ticket View.

Enabling profiles to view Ticket View

Profiles that require visibility of the Ticket View feature can be enabled in Visualforce pages.

To enable profiles to view Ticket View

  1. In Salesforce, go to Setup > Custom Code > Visualforce Pages.
  2. Next to the label which includes "Zendesk_Ticket_View_Contact", "Zendesk_Ticket_View_Lead", "Zendesk_Ticket_View_Opportunity", and "Zendesk_Ticket_View_Account", click Security under the Action column.
  3. Select Profiles from Available Profiles, add them to Enabled Profiles, then click Save,

Resolving ticket view errors

When you create or update the ticket view in Salesforce, any error messages you may see helps identify where the problem occurred. Use the following table to resolve errors in your ticket view configuration.

Error message Action required
Authentication between Salesforce and Zendesk is not complete. Please contact your administrator to complete setup in Zendesk Admin Center. A Zendesk Admin can access the Admin Center and:
  1. Select Integrations > Salesforce, and click Connect
  2. Click the Ticket view tab, select the Enable Ticket View checkbox
  3. Click Save.
Displaying Zendesk Tickets in Salesforce is not enabled. Please contact your administrator to enable this in Zendesk Admin Center. A Zendesk Admin can access the Admin Center and:
  1. Select Integrations > Salesforce, and click Configure.
  2. Click the Ticket view tab, select the Enable Ticket View checkbox.
  3. Click Save.
The connection between Salesforce and Zendesk was interrupted. Please contact your Administrator to re-authenticate in Zendesk Admin Center. A Zendesk Admin can access the Admin Center and:
  1. Select Integrations > Salesforce, and click Reconnect.
  2. Select Configure, select Re-enable Ticket View.
  3. Click Save.
The Zendesk user who setup the integration has changed or been removed. Please contact your Administrator to re-authenticate in Zendesk Admin Center. A Zendesk Admin can access the Admin Center and:
  1. Select Integrations > Salesforce, and clickReconnect or Configure.
  2. Select Re-enable Ticket View, and click Save.
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52 Comments

  • Dwight Bussman
    Zendesk team member

    Hi Gaylene,

    Just to confirm, are you talking about sending tickets over into Salesforce as Case objects? If so, then the Ticket View offers a few options that the Case object wouldn't: most notably:

    • The ability to see ticket comments
    • The ability to create new tickets/update existing tickets for uses who have linked agent credentials

    Hopefully this helps to answer your question!

    1
  • eng

    Your instructions have been very good and accurate up to a particular point on this page, but then I've encountered multiple ambiguities that are leaving me stuck. 

    I successfully completed the "Enabling and configuring Ticket View for Salesforce".  But it is not clear what is the next step.  Your instructions say...

    OK, but I was able to install the ticket view package, so I assume that means I can skip that step, right?  OK, then what is the next step then? 

    Is it this ? ...


    I never created a Lighting component or Visualforce page, but your instructions are very vague at this point on what I should do next, so I guess I'll go ahead and try this step.  But, then I immediately run into a problem...

    But I have no "Edit Page" in my "Setup" cog...

    I do have "Edit Object", so let's take a wild stab at that....

     

    Bzzzt, gong.... not at all the same screen you show in your instructions. 

    So, I'm kinda stuck here. 

    Also, another issue with your instructions on this page... the second to the last step on this page is...

    I *can* successfully complete this step, but then at step 4, you say...

    Ummm... but then the instructions end.  Where is the "Setting up Ticket View" section?  Wait, that's actually the main title of this web page... so now I'm really confused... this step is referring to a previous step?  I don't get it.

    Please help.  Thank you!



    0
  • Dwight Bussman
    Zendesk team member

    Hi Eng,

    Thanks for calling out the lack of clarity in our documentation. I'll try to explain here, but it may be easier to hop onto a screen-sharing session or cover this within a ticket. 

    You mention "I never created a Lighting component or Visualforce page", but you mentioned that you were able to install the ticket view package. Per our documentation:



    The reason that you're not seeing an "Edit Page" option is that you're not in a specific account, you're looking at the list of accounts. If you click into one of them and then go to the Setup menu you should see that option.

    I'm going to flag this article to add a step in between points 2 & 3 to clarify this:

    Please let me know if this helps you to get things set up.

    Thanks for the feedback

    0
  • Nevena Imetska

    Hi Dwight Bussman,

    We are using both the ticket sync to cases and the tickets view. Both working fine, but I was wondering if there is any way I can setup the ticket view component for the Cases. We would like to be able use the ticket view on the Case to review comments which are currently not synced with Salesforce. When added to accounts and contacts the ticket view displays the tickets list but when added to cases it doesn't show anything. 

    Thanks,

    Nevena Imetska

    0
  • Dwight Bussman
    Zendesk team member

    Hi Nevena,

    The ticket-view is only available on the following objects:

    • Account
    • Contact
    • Lead
    • Opportunity

    This is likely why you're not seeing any results on the Case object. 

    Could you please clarify the workflow that your Sales folks are using to pull up those cases? Rather than looking at the case objects themselves, could they just use the view on the Account/Contact area instead? The Case object is intended more for reporting/workflow purposes, whereas the ticket-view is meant to give that granular comment-level detail.

    0
  • Anika Rani
    Zendesk Product Manager

    Update: We have released changes to the setup process for Ticket View, making it easier to start viewing tickets in Salesforce. This requires the installation of a Salesforce Managed package, which you can install during the setup process or on the Ticket View configuration page in Admin Center. Installing the Managed Package will automatically create the lightning component and visualforce page (VFP) in your Salesforce account. 

    What happens if you are already using the integration and Ticket View?
    You can continue to use Ticket View without disruption. The next time you disconnect and reconnect, you will go through the new setup process and need to install the Managed Package. You'll then need to add the new lightning component or VFP to your Account, Contact, Lead and/or Opportunity pages and remove the old ones. 

    Don't worry, all your Ticket View configuration settings will be saved. 

    Please post any questions in the comments! 

    0
  • Spoof poof

    Any updates on allowing clients or users to modify the columns that is shown from the ticket view?

    I think this is a huge gap with the current ticket view given that most clients create custom fields that are critical to the tickets being managed in Zendesk, and providing that option would allow clients to view those critical information from the get-go in the Ticket View component in Salesforce

    0
  • Steven Aranaga

    We recently had to disconnect and reconnect our new integration and have the following issues:

    1.  I am getting these on my normal users, but the integration user that I used to make the connection shows current tickets.

    2.  How do I delete ALL other Zendesk integrations after this is setup?

    0
  • Dwight Bussman
    Zendesk team member

    HeyO Steven Aranaga

    Both of these questions have a few possible causes/approaches, depending on your setup. I'd recommend raising a ticket with our Support folks to take a closer look into this on your behalf. 

    0
  • Lauren Gallant

    We have ticket view enabled between our Zendesk and Salesforce instance. 

    Is it still possible to send multiple emails in a thread (multiple back and forth replies) in Zendesk to Salesforce in the first sync?
    Example: 
    Customer submits ticket, Zendesk agent responds, Customer replies, Ticket is sent to Salesforce and Salesforce has record of each email (3 total) in the thread.

    0
  • Dwight Bussman
    Zendesk team member

    HeyO Lauren Gallant

    When viewing a ticket within the Ticket View, there's nothing that's actually synced per se (as there is no object within Salesforce). It sounds like you may mean to describe the ticket sync instead, which operates by creating/updating Case objects in SFDC based on ticket activity in Zendesk. Those Cases will only carry the first comment from the ticket in their Description field - subsequent comments are not synced over. 

    If you'd like to see ticket comments, the complete history of a ticket should be visible within the Ticket View. That said, they aren't really synced in: only visible within the lightning/visualforce view. Hopefully that helps to clear things up a bit.

    0
  • Joel Mayer

    Steven Aranaga  I am having the same issue.  Would you be willing to share what the outcome of your support ticket was?

     

    0
  • Dwight Bussman
    Zendesk team member

    HeyO Joel Mayer

    There are a few things that could lead to this:

    1. The app-specific permissions listed in https://support.zendesk.com/hc/en-us/articles/360038232533#topic_n1c_jtm_4jb 

    2. The profile permissions of the user in question - making sure they have access to the SFDC API, the Canvas App, and the field used for filtering within the Field Matching section
    3. If you're using the Visualforce pages (as opposed of the Lightning component), you may also need to grant non-admin profiles access to the visualforce page: Salesforce > Setup > Custom Code > Visualforce Pages > Zendesk_Ticket_View_Account > (security)

    If the above still don't get this view working for you, please reach out to our support team to look into this matter for your account more closely.

    0
  • Emelie Stjernquist

    Hello,

    I have a few questions related to the ticket view in Salesforce. How much information will the user see from a ticket in Zendesk? According to the videos you have, it looks like you can see all info and update the ticket in Salesforce. Is it possible to limit so that tickets are only listed and NOT to reflect information found in the ticket such as:

    • Description
    • Requester
    • ...

    What we want to do is to only list the tickets, not to give info about the tickets in Salesforce - A direct link to the ticket in Zendesk is OK.

    Thank!

     

    Best regards,

    Emelie

    0
  • Dwight Bussman
    Zendesk team member

    Emelie Stjernquist

    Currently our Ticket View is a fixed quantity: there is not a way to hide fields/functionality (apart from the creation/editing capability which requires a linked zendesk agent). 

     

    It may be possible to cobble together a ticket-sync workflow that makes those ticket-related case-fields invisible to most SFDC users, but that's only going to show tickets synced from this point forward, and wouldn't include tickets which had closed prior to the activation of the sync.

    1
  • Emelie Stjernquist

    Dwight Bussman

    Okey, thank you for confirming and the possible options in this case.

    0
  • Cory LaPlante

    Is it possible to match the Salesforce account field to something other than a Zendesk org field? I've got internal customers creating tickets who work with external customers, and we set the external customer manually on each ticket with a dropdown field. That field works just fine for pulling Salesforce info into Zendesk in the sidebar app, but we'd also like to see tickets in Salesforce for each account. Right now they show for the organization the requester belongs to, which is not the actual external customer.

    0
  • VLAD

    Hi,

    I've integrated Salesforce with Zendesk and got "Deploy: Succeeded" but in the Zendesk Support Tickets window It shows "No tickets in this list" but I got them in my Zendesk profile. Also, there are no new tickets when I create them in Zendesk.

    0
  • Dwight Bussman
    Zendesk team member

    Hi VLAD - it looks like you've put the Ticket View onto the HOME page in SFDC, but it's actually designed to be run from one of the following pages:

    • account
    • contact
    • lead
    • opportunity

    Could you please try putting it onto the Contact page instead, and then opening a contact with matching tickets in Zendesk? The criteria on which the ticket view finds tickets can be found here:

    0
  • Dwight Bussman
    Zendesk team member

    heyO Cory LaPlante

    It sounds like you're using a workflow where the current requester set in the ticket isn't actually the person against whom you'd like matched up in SFDC. Our integration was designed to work with the ticket's actual requester set in that field, not based on a separate drop-down for user attribution. The only organization-agnostic method of which I'm aware to look up tickets from a given account is using the "ticket requester's email" matched to "related contacts email" which does still rely on the ticket's requester being set accurately:

    Would it be possible to have the requester in zendesk set to the correct user? Depending on how those tickets are created, this could potentially be accomplished using agent forwarding or the Mail API. If you're using the API to create those tickets, I recommend looking into this endpoint: https://developer.zendesk.com/rest_api/docs/support/tickets#creating-a-ticket-with-a-new-requester 

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  • Cory LaPlante

    Dwight Bussman,

    You are correct that the current requester isn't who we want to match against in Salesforce. But it's less a problem of the requester and more a problem of the organization. No communication with the external customer is taking place in Zendesk at all. Account managers are reaching out to the rest of the internal support team within our organization. So the real "requester" is an external organization on the whole, rather than an individual.

    Let's use the example where an account manager has three clients. If we were to add each one as an organization under that account manager's user profile, would setting the correct Org on a ticket and changing the field matching on the integration to Organization Name work? Meaning, would the information push to Salesforce based on the ticket Org specifically, or based on the primary Org of the user?

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  • Dwight Bussman
    Zendesk team member

    Cory LaPlante

    That example you gave should work: so long as the ticket itself belongs to the correct organization, org-matching doesn't take the requester into account (unless set as described above). 

    This workflow requires the Account Managers to belong to any organization they're supporting, as a ticket can only belong to an organization to which its requester belongs.

    Primary organization simply determines the default org for a newly-created ticket for a given requester.

    0

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