Salesforce Connector for Zendesk

Introducing the Salesforce Connector for Zendesk, powered by Popdock

Display all relevant customer data to your Sales and Support Teams in the app where they work. With the configurable two-way virtual integration between Zendesk ticket data and Salesforce customer data, you can get the complete view of your customer and take action.

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Improve Customer Satisfaction with Better Conversations

• Get more visibility on relevant customer data. Display Salesforce data, such as customer account size or contract status, on your Zendesk ticket pages.
• Enable your Support team to deliver a personal experience and improve customer satisfaction with customer profile information from Salesforce in their Zendesk view.

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Sync your Sales and Support teams for faster resolutions

• Easily collaborate to resolve customer issues faster with access to support ticket information in a custom Zendesk panel within Salesforce.
• Stay up to date on the status of the account and customer with the ability to view and update tickets in Salesforce, which syncs to Zendesk.

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App Details

The Salesforce Connector is an app solution built on Popdock.  As a platform, Popdock allows end users to access and work with any external data in their app.  Popdock includes a configurable experience for IT teams and administrators to control what data their users have access to and how data is presented to them.  

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When you get started with the Salesforce Connector, you’ll get access to a Popdock account to configure the app, customize the experience and define what data between Salesforce and Zendesk your teams can work with.

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Access and work with Salesforce data in Zendesk

The Salesforce Connector allows Account, Contact, Orders, Quotes, Opportunities and Tasks data (all standard and custom fields) to be displayed when viewing a ticket within Zendesk.  The data is presented in the Sidebar (Context) window in the Zendesk app.

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Zendesk data Embedded in Salesforce

The Zendesk App includes a ticket grid that can be deployed in Salesforce that allows users to view and update tickets from Salesforce.

Both apps are included with the Salesforce Connector app, which is available to purchase in the Zendesk Marketplace.

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Features

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Default fields displayed from Zendesk and Salesforce

The fields below are the defaults for each area but all fields (including custom fields in Salesforce and Zendesk) can be displayed:

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From Salesforce

• Opportunities - Default fields from the details section of the default record page view
• Quotes - Default fields from the details section of the default record page view
• Orders - Default fields from the details section of the default record page view
• Tasks - Default fields from the details section of the default record page view
• Accounts - Default fields from the details section of the default record page view
• Contacts - Default fields from the details section of the default record page view

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From Zendesk

• Ticket - Subject, Type, Priority, Status, Description, and Comments

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Default Actions with the Connector

These actions allow end users to do specific tasks.  The default actions included here are available with the Salesforce Connector for Zendesk.

Available in Salesforce - Add Comments, Change Type, Change Priority, Change Status, Create Ticket, Open Ticket in Zendesk, Set Ticket as Spam

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Available in Zendesk - Update Contact, Create Contact, Open Contact in Salesforce, Update Account, Create Account, Open Account in Salesforce, Update Opportunity, Create Opportunity, Open Opportunity in Salesforce, Update Order, Search Contacts, Search Accounts.