Zendesk and SalesForce integration

7 Comments

  • Ian LaPhilliph

    Hi Cynthia,

    The Visualforce ticket view could be a solid alternative as it would not take up storage space in your Salesforce account.  It would allow you to display all tickets requested by your clients and prospects on either the Contact/Lead/Opportunity/Account layouts in Salesforce.  Are you looking to display tickets on other object layouts in Salesforce?

    Would be happy to go over possible alternatives depending on the workflow you are looking to accomplish. 

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  • Cynthia Hancock

    Hi Ian,

    Thanks for your response. We are not really interested in using Visual Force but would like to display tickets on Contact/Lead/Opportunity/Account layouts in Salesforce. 

    I would love to discuss other alternatives. 

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  • Brian Adkins

    I don't think there is a viable third option....  you can use the exiting connector to either:

    1. Push ticket data into Salesforce custom objects
      or
    2. Simply display relevant ZD ticket data on the SF Account/Contact pages (this is what the VF pages were designed to do)
    1
  • Zann Yap

    Hi Cynthia,

    You can use Workato to easily bring your Zendesk data over to Salesforce and map it as any field in Salesforce. 

    For example, to bring Zendesk tickets over as Salesforce contacts, you can use this integration flow (we call them 'recipes'): https://www.workato.com/recipes/37318-new-ticket-in-zendesk-will-create-a-contact-in-salesforce

    The recipe also checks to see if there is an Organization associated in Zendesk and maps it as an Account in Salesforce. 

    Workato recipes are highly customizable, so you can do the same for mapping to Leads or Opportunities, or any custom fields in Salesforce. 

    Let me know if you have any questions. Happy to walk you through Workato for your specific requirements. 

    1
  • Justin Fitzgerald

    Does anyone know how to estimate how much storage is needed to sync ZD cases to SF?

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  • Jonny

    Hey Justin,

    Thanks for your question! 

    I have located your question in one of our tickets that was recently solved by one of our Product Champions earlier this September. I figured I would post the example and response given there on here for others in the community who may be wondering the same thing.

    He stated:

    "I have 23 unique Zendesk ticket object records that have some amount of comments on them. Those 23 ticket objects take up 46kb + 46kb in "Comments" which are equivalent to a "note" on an object".

    I hope this helps alleviate any confusion on this =)

    Have a lovely weekend! 

     

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  • Patrick Hogan

    Hi Cynthia!

    Have you tried looking into CTI solutions like Tenfold? It supports the integration of both Zendesk and Salesforce. Check out their website at www.tenfold.com/integrations to learn more. Hope this helps!

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