Check out these videos from Anika Rani, the product manager for Salesforce integration, as she walks through the Salesforce integration - built on Zendesk.
Related articles:
Ticket View
An overview of setting up and the using the Ticket View feature. For more information, see Setting up a Zendesk ticket view in Salesforce and Using the ticket view in Salesforce.
Ticket Sync Part 1
Learn about the Ticket Sync feature. For more information, see Setting up ticket sync from Zendesk to Salesforce.
Ticket Sync Part 2
Learn about the Ticket Sync feature part 2. For more information, see Setting up ticket sync from Zendesk to Salesforce.
Data sync
Learn about syncing data from Salesforce to Zendesk Support. For more information, see Configuring data sync from Salesforce to Zendesk.
Using the Salesforce app in Support
Find out about what's changed in the Salesforce app for Zendesk Support. For more information, see Installing and configuring the Salesforce app in Zendesk Support.
Migrating to the Salesforce integration - built on Zendesk
Watch how to migrate from the legacy Salesforce integration to the Salesforce integration - built on Zendesk. For more information, see Migrating the legacy Salesforce integration to the new Salesforce integration.
7 Comments
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?
Hi Mike,
If you're syncing tickets over to SFDC, those will create/update Case objects.
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!
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.
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.
Hi,
I have just done the integration and some of our existing account names are written differently in Salesforce and Zendesk. I searched the organization using one user's email in Zendesk and found it. The user was added as a contact in Salesforce.
What is the way to get the tickets synced to Salesforce for this kind of cases?
For the data sync, I want to exclude the sample accounts. Is it correct to use the filter Account name not equal to Sample?
Thank you.
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