Set up Zendesk Settings
Link your Salesforce
Go to the Admin Center
Go to integration settings
Click “Connect” and then selection “Production”
Install the managed package with “Install for All Users” in your Salesforce then refresh the settings to continue.
Tell Swantide you have installed the package and Swantide will make the necessary updates to your Salesforce.
Enter the following settings for “Ticket View:
Make sure to think about which tickets you want to see in Salesforce for the “Ticket Filtering” section. We have “Urgent” as well for Status and “Task” as well for type, not visible in these settings.
For Account tickets, if you don’t have an organization name that would match to a Salesforce account name, you can group tickets by email:
If you do you, can use Account name.
Either way, you can use the settings below for Contact and Lead:
Under “Data sync”
Accounts
Contacts/Leads
Adding other fields
And that’s it!
If you want to sync other fields from Salesforce to Zendesk for Contacts & Accounts, feel free to to so, and feel free to add fields via the Swantide App.