Tomáš Petržilka

Dwight, thnx and please any info about the possibility to edit customer data by agents in Zendesk and have it synced to Salesforce? (from the agent right side panel)

 

please can you add the screens - how the Salesforce right side panel looks like?

I havent been able to find any screenshot  - before we start trying to integrate ZD & Salesforce it would be great to have an overview from an AGENT point of view (how the work can look like) - I am mostly interested in the customer data fields (synced from Salesforce) and if there is a possibility to adjust some customer fields (not ticket fields) in Zendesk and have it synced to Salesforce...

I am referring to this statement (the last paragraph in the article)

To view Salesforce information from a Zendesk ticket

With a ticket open in Zendesk, click the Apps button on the upper-right side of the ticket page. The Salesforce app is displayed in the right sidebar.