Salesforce
Easily act with a unified view of the customer across Sales and Service
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개발자
Zendesk
Zendesk is a Salesforce ISV partner. We pay fees for the right to integrate the Zendesk application with the Salesforce services and create custom functionality linking the Zendesk application and Salesforce platforms.
The Salesforce integration for Zendesk helps facilitate a unified view of the customer across Sales and Service so you can:
- Empower agents with customer context to personalize service interactions by surfacing Salesforce objects and records in Zendesk
- Keep your teams in sync by enabling Sales to collaborate on Zendesk tickets directly from Salesforce
- Boost productivity with automation by connecting and automating workflows across Zendesk and Salesforce
Empower agents with customer context from Salesforce
- Personalize service interactions by viewing any Salesforce objects and records next to a live ticket in Zendesk
Boost team productivity by automating workflows across sales and service
- Automate workflows across Salesforce and Zendesk by syncing Salesforce accounts, contacts, and cases to Zendesk orgs, users, and tickets
Support sales conversations with visibility into service issues from Salesforce
- Resolve account issues faster by enabling sales to collaborate on tickets directly in Salesforce
By enabling this app, you agree to the Built by Zendesk Terms of Use and the following data usage policy:
In the provision of this Application (a) your Customer Data (as defined in Your agreement with Salesforce) will be transmitted or processed outside of the Salesforce systems and to that extent Salesforce is not responsible for the privacy, security or integrity of that Customer Data; and (b) data transmitted or processed by the Application outside Salesforce’s systems shall not constitute Customer Data (as defined in Your Agreement with Salesforce).
설치 방법
Supported Salesforce Editions
The Zendesk for Salesforce integration is available if you are using the following Salesforce editions:
- Performance
- Unlimited
- Enterprise
- Developer
- Or other editions with Salesforce API rights, such as Professional with the API add-on.
Getting Started
You must be a Zendesk Support administrator and Salesforce administrator to set up your integration. You cannot use an API-only Salesforce user to connect the integration.
The setup process requires the following:
- Checking your Salesforce session setting
- Connecting Zendesk to Salesforce
- Installing and configuring the Salesforce Support App for Zendesk
- Setting up user access to Zendesk tickets in Salesforce
See the installation guide for more details about how to install the integration.
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