Salesforce integration video guides

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6 Comments

  • Mike Hoover

    Hi Zendesk Team,
    Thanks for these videos above. They are very helpful. I have a question for you.
    I can not find standard objects from Zendesk, but I installed all packages and sync works with new tickets. Where can I find them in my Salesforce org?

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  • Nicole Saunders
    Zendesk Community Manager

    Hi Mike, 

    If you're syncing tickets over to SFDC, those will create/update Case objects.

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  • Mike Hoover

    Hi Nicole,

    Could you please explain to me in more detail regarding this sync? What guide does it refer to? 
    What do you mean under 'SFDC'?
    Thank you in advance!

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  • Dwight Bussman
    Zendesk Customer Care

    Hi @...,

    Apologies for the confusion - those tabs highlighted in your screenshot were for the legacy integration which no longer exists. I'll talk to the team about getting our videos updated to avoid further confusion.

    1
  • Ken Jon Tarnate
    Hi, How can I enable the CRM button in the extension settings of our Zendesk instance? as shown in the video? 
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  • Dwight Bussman
    Zendesk Customer Care

    Ken Jon Tarnate

    The settings for the sidebar app are now managed entirely within the Admin Center as documented in this article: https://support.zendesk.com/hc/en-us/articles/4408834679066 

    In the video Anika mentions that the CRM tab within Extensions was about to be removed as there wasn't a reason for it to remain with this transition to Admin Center.

     

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