Configuring the Salesforce App in Zendesk
How do I configure the Salesforce app in Zendesk?
Configuring the Salesforce app in Zendesk allows you to customize the data displayed and its refresh rate.
A Zendesk administrator can configure these settings by opening a ticket in Support, finding the Salesforce app in the sidebar, and clicking the Configuration link. Note that the app does not support Salesforce account hierarchy and cannot be configured in Firefox due to a CSS issue.
More related questions
How do I install the Salesforce app in Zendesk?
To install the Salesforce app in Zendesk, you need to access the Zendesk Marketplace. First, go to the Admin Center and click on 'Apps and integrations' in the sidebar, then select 'Apps > Zendesk Support apps'. Use the search box to find the…
How can I connect Zendesk Support to Salesforce?
Connecting Zendesk Support to Salesforce requires administrator credentials in Salesforce. After installing the Salesforce app, follow the steps in 'Setting up your Zendesk for Salesforce Integration' to create a connected app and authenticate to…
How can I add Salesforce objects to the Zendesk app?
Adding Salesforce objects to the Zendesk app allows you to define which objects appear in Support. Only Zendesk administrators or users with specific privileges can configure this. Open a ticket in the Support ticket view, locate the Salesforce app…
What is the Salesforce data caching setting in Zendesk?
The Salesforce data caching setting in Zendesk determines how often Salesforce data is refreshed. By default, data is refreshed every 60 minutes, but you can adjust this to 45, 30, or 15 minutes. A shorter refresh rate keeps data more up-to-date…
How do I filter returned objects in the Salesforce app?
Filtering returned objects in the Salesforce app is possible for objects with a one-to-many relationship. To filter, click 'Filter' next to the object in the list, then set conditions in the 'Filter Records' dialog. For example, you can filter…
How can I view Salesforce information from a Zendesk ticket?
Viewing Salesforce information from a Zendesk ticket is straightforward once the app is installed. Open a ticket in Zendesk, click the 'Apps' button on the upper-right side of the ticket page, and the Salesforce app will display in the right…
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