Setting up Salesforce integration in Zendesk Chat

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  • Nicole Saunders
    Zendesk Community Manager

    Hi Danny -

    No, that is not a capability of the integration.

  • laura oribe

    Hello, we are trying to configure the integration configuration between zendesk and salesforce, but once the accounts are connected, we do not see the option anywhere of the link for case creation in salesforce. Could you please tell me the steps that I should follow once the zendesk and salesforce accounts are connected?

  • Wilfred Kaw

    @Maria Laura Oribe
    I'm afraid this feature is limited to customers on a Phase 0 or 1 account (Stand alone Chat) or at a minimum of a Team level for our Chat product. Hope that helps clarify this one!

    Zendesk Support | Wilfred Kaw | Customer Advocate - Technical Support Engineer - APAC

  • Aleksandrs Dolmaotovs

    Hello, we have integrated chat with salesforce. 
    Once a new chat is started, integration creates a case in salesforce. 
    We expect that, when the conversation is finished, chat transcript will appear in case details. 

    What we see is "The chat transcript will be appended when the agent or visitor leaves the chat." 

    But transcript never appears when all participiants left the chat.
    How can we fix this?

  • Filiz Dumbek

    Hi, are person accounts supported?

  • Dekbi
    Zendesk Customer Care
    Hi Filiz,
    Yes, as long as the Salesforce edition for your Person Account is Performance, Unlimited, Enterprise, Developer Edition (or other editions with Salesforce API rights, such as Professional with the API add-on).
    For your reference: Setting up the Zendesk for Salesforce integration

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