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Mastering Zendesk by Cedric F. Jacob

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Salesforce integration

If ExampleComp were using Salesforce, its integration surely would come with a lot of advantages.

Being able to view Salesforce data in Zendesk allows agents to make more informed decisions, but there is a lot more to it. Here are some of the other features:

  • Sales reps can see Zendesk tickets in Salesforce
  • Sales reps can send Zendesk tickets to Salesforce
  • Sync organizations from Salesforce to Zendesk
  • Sync users from Salesforce to Zendesk

Integration requirements

There are a few requirements that have to be met before we can go ahead with the integration:

  • You must be at least on the Zendesk Team plan
  • Your Salesforce organization must be at least on the Group edition
  • If you are using Zendesk's host mapping, you will have to set up hosted ...

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