Check out the Steps involved in Zendesk Integration with Salesforce and What benefits you will get from it to make your customer support advanced.

1. Empower Your
Customer
Experience and
Sales by Zendesk
Integration with
Salesforce
www.bacancytechnology.com

2. Introduction

3. Using a CRM in business operations is the
best way to offer better customer services
to the end customers. It ensures that your
organization’s customer support is going on
the right track, ultimately leading to a great
return on business and boosting your team
to deliver never forgotten customer
support. With a CRM, a business can quickly
attend to their customers and respond,
which increases customer engagement and
sales.
Customer support and CRM is one of the
most powerful combinations that bring
sales conversions, improving customer
satisfaction, and an amazing experience.
One of the rock-solid examples of this
powerful combination is Zendesk
integration with Salesforce.

4. Zendesk support is a well-known ticketing
system specifically designed for tracking,
prioritizing, and solving customer support
interactions. Zendesk for Salesforce
integration is the first of the many valuable
and beneficial integrations by which
businesses can accomplish most of their
sales-related goals seamlessly.
Have you ever wondered how it works?
How does Zendesk support integration with
the Salesforce sales cloud? This post will
take you through the detailed steps about
how we can integrate Zendesk with
Salesforce.
So without further ado, let’s get started-

5. Zendesk
Integration
with
Salesforce

6. In your organization, if your support team
uses Zendesk and your sales team uses
Salesforce. And you want them to
collaborate and share information easily;
each team uses the tool they like; here, what
do you do?
Today the sales support thing has become a
common scenario easily solved by Zendesk
for Salesforce integration. By uniting these
two great tools, you bring two customer-
facing teams on the same page. Specifically,
the integration gives your sales team-

7. Complete access to the sales and
support data from both tools
Creates a single shared customer
database between sales and support
that is always in the sink.
The zendesk for salesforce integration
connects your salesforce account with your
zendesk account, making it easy for the
teams to have clear transparency and
smooth communication.
The integration allows your teams to view
the zendesk tickets easily in their salesforce
accounts. The zendesk integration for
Salesforce is flexible; it allows you to choose
the only functionalities which work for
your business.

8. What
benefits will
you get from
Zendesk
integration
with
Salesforce?

9. It allows Zendesk tickets to be viewed in
Salesforce from the account,
opportunity, lead, or contact page.
It will maintain all the customer data at
a single place in Salesforce and allows
teams to access it from either Salesforce
or Zendesk with real-time data
synchronization.
The salesforce integration also allows
you to sync customer information from
Salesforce to Support.
Zendesk integration with Salesforce enables
the collaboration between the sales team
and support team by providing visibility to
customer’s data and insights. Apart from it,
it offers other important benefits that
surely help you provide a greater customer
experience than ever before. Below are the
best benefits of Salesforce integration with
Zendesk-

10. Language is no barrier in Zendesk
Salesforce integration
It enables you to customize its
functionalities according to your
business needs
It comes with seamless and automatic
updates and offers full support to
Salesforce Lightning
It brings both the key teams, i.e., Sales
and support, to one place.
But, the story does not end here; every coin
has two sides. On one end, where it offers
such immense benefits, the other side also
has some limitations.

11. Limitations of
Zendesk with
Salesforce
Integration

12. Personal accounts in Salesforce requires
a corporate account
Salesforce organizations without API
rights
Salesforce integration on Streamline
APIs
Salesforce hierarchical structure doesn’t
retain in Zendesk
Zendesk faces challenges in data export
You need to understand that not all
integrations can perform every task. If we
talk about the limitation here, the
integration does not support-
Moving on, let’s see how Zendesk support
can integrate with Salesforce?

13. How to
integrate
Zendesk
support with
Salesforce?

14. The most important thing which you need
to note down here is-
Basic requirements:
Performance
Developer
Unlimited
Enterprises
Other editions with Salesforce API rights
The zendesk integration with Salesforce only
works if you are using Salesforce editions,
which are-
The second thing you require to integrate
Zendesk with Salesforce is the administrator. You
must have a Zendesk support administrator and
Salesforce administrator to set up the
integration.
If you are using the Zendesk host mapping
feature, you need to configure hosted SSL.

15. Steps
involved in
Zendesk
integration
with
Salesforce

16. However, the setup process looks easy, but
it is not; it involves a series of tasks like-
1. Checking your Salesforce session settings
2. Connecting Zendesk to Salesforce
3. Setting up user access to Zendesk tickets
in Salesforce
For checking the Salesforce session settings:
1. You are required to log in to your
Salesforce account
2. In Salesforce, click on the cog in the upper
right pane, you will see an option SetUp;
click on it
3. Once you click on Setup, a new window
will open in which you will find an option
Settings

17. Lock sessions to the IP address from
which they are originated
Lock sessions to the domain in which
they were first used
4. Under the settings, click on Security, and
you will see Session settings options
5. In session settings- you will find two
options-
Make sure not to select the first option.
This process will help you to disable Salesforce
sessions being locked to an IP address.

18. Connecting
Zendesk to
Salesforce

19. 1. You are required to create an account on
Zendesk. For that, you can visit the official
website of
https://www.zendesk.com/login/.
2. Once you have created the account, a
username will be created automatically and
displayed on your screen.
3. After getting the username, the login page
will get your domain.
4. In your Salesforce account, you will see
an app launcher option that includes
several different apps.
5. From that app launcher, you are required
to choose the “Sales app” option.

20. 6. Once you have opened the Sales app, you
will see various options on the top board
like opportunities, leads, accounts, home,
files, tasks, campaigns, and more.
7. Choose an option from the top bar where
you would like to display your Zendesk
ticket. For example, you have selected the
“Account” option.
8. Click on Account; you will see an option
Page Layout and later Edit Layout.

21. 9. In page layout, options like Visual force
pages, canvas apps, report charts,
components, and related lists are available.
10. Select Visual force pages and add
zendesk account to the edit layout of
Zabdesk tickets
11. Save the Layout
12. Refresh it and now visit back to your
Zendesk account
13. In the zendesk account, click on Settings
14. Once you have opened the settings, click
on Extension>>CRM>>Connect to
Salesforce.
15. Refresh it; it will automatically take you
to the Salesforce account and connect your
Zendesk with Salesforce..

22. To know more about accessing the Zendesk
tickets in Salesforce, feel free to connect
with our Salesforce professionals.

23. Popular
Integrations

24. Add a Ticket in Zendesk on a New
Custom Object in Salesforce
Add a Note in Salesforce on a New
Ticket in Zendesk
Add or Update a User in Zendesk on a
New Contact in Salesforce
Add or Update a User in Zendesk on a
New Lead in Salesforce
Add or Update a User in Zendesk on a
New Custom Object in Salesforce
Here we have mentioned a few of the
popular Integrations which are highly
demanding in the market out there-
TRY NOW!
Quick Read
The Ultimate Guide to Salesforce
Integration With Third-Party Apps

25. Final Words

26. When it comes to offering best in class
customer experience, Zendesk integration
with Salesforce is the smartest decision you
can make for your business. Salesforce with
Zendesk will offer immense advantages to
your business; it not only brings your two
strong teams together but enhances the
visibility of your customer support.
So are you looking for a helping hand in
setting up Zendesk with Salesforce?
Connect with us; we are a leading Salesforce
Integration Services provider with hands-
on expertise in Salesforce solutions; We
have a dedicated team of salesforce
consultants and developers that will help
you with the best solutions at every stage of
Zendesk integration with Salesforce.

27. Thank You
www.bacancytechnology.com