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Installing and configuring the Salesforce app for Zendesk Support



Edited Dec 09, 2024


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The new update is great, is it possible to pull the information that surfaced in the SF app into my form? 

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Dwight Bussman

Zendesk Customer Care

HeyO Joe - If the information you're referring to is on the Account, Contact, or Lead object, you could sync it from Salesforce to Zendesk using the data sync feature to appear on the Organization / User objects. 

From there, drop-down field information can carry onto the ticket as documented here: https://support.zendesk.com/hc/en-us/articles/6554073287706-Using-User-Organization-Tags-to-Set-Drop-Down-Ticket-Fields 

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Karan Shah I checked the box to switch to the new version of the app. The only difference I see is configuration in the Admin Center. How do I switch to the tabbed view in the app shown above?

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Karan Shah

Zendesk Product Manager

Hi Shoshana Melmon ,

I apologize for the delay in my response. 

Please try reloading your browser tab after checking the "Switch to new and improved app" option. If it still isn't working for you, please raise a support ticket, and our team will be happy to assist you.

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