image for site

Create Custom Fields in Zendesk for Salesforce Data

Learn how to create custom fields in Zendesk to capture and sync Salesforce data effectively.

What is the process to create a custom field in Zendesk for Salesforce data?

Creating a custom field in Zendesk for Salesforce data involves a few steps. First, navigate to Admin > Manage > Organization Fields in Zendesk. Then, drag a Text field from the right and give it a useful name, such as 'Parent Account'.

This custom field will be used to capture the data from Salesforce once you've set up the appropriate formula field and field mapping. This setup allows you to sync meaningful data from Salesforce to Zendesk.


More related questions

How can I sync Salesforce lookup fields to Zendesk Support?

To sync Salesforce lookup fields to Zendesk Support, you need to create a custom formula field. Lookup fields in Salesforce store data as record IDs, which aren't directly usable in Zendesk. By creating a custom formula field in Salesforce, you can…

Why do Salesforce lookup fields only show record IDs in Zendesk?

Salesforce lookup fields show only record IDs in Zendesk because they store data as record IDs. Salesforce uses these IDs to look up details when viewing the field, but Zendesk can't interpret them directly. To make this data usable in Zendesk, you…

How do I create a formula field in Salesforce for Zendesk integration?

To create a formula field in Salesforce for Zendesk integration, go to Setup > Customize > Accounts > Fields and create a new custom field. Choose 'Formula' as the data type and give it a label, like 'Parent Account Name'. In the formula editor,…

How can I map fields between Salesforce and Zendesk?

Mapping fields between Salesforce and Zendesk involves configuring the field mapping in Zendesk. First, ensure you have the necessary fields set up in both platforms. Then, in Zendesk, open Admin Center and navigate to the Salesforce Integration…

Why don't changes to Salesforce formula fields trigger a sync in Zendesk?

Changes to Salesforce formula fields don't trigger a sync in Zendesk due to limitations in the Salesforce Streaming API. Formula field changes are considered implicit and don't generate a database event, which is necessary for triggering a sync. To…

Interested indeflectingover 70% of your Zendesk support tickets?

Our AI customer support agent is here to help. Trained on all your help docs, installed directly into your Zendesk account, it can be used to automate customer replies for tickets or live chat. Learn more below.
Zendesk logo

Zendesk Support Tickets

Receive new tickets by email or a support form? This integration is for you.
My AskAI integrated within Zendesk to deflect support tickets
Learn about our Zendesk ticket integration
Zendesk logo

Zendesk Messaging (live chat)

Using Zendesk's Messaging widget on your site for live chat? This integration is for you.
My AskAI integrated within Zendesk to deflect customer support live chat conversations
Learn about our Zendesk Messaging integration

Join1,000+ companies reducing their support costs and freeing up support agents for more important work

Vestd company logo — Customer of My AskAI's AI customer support agents
Genesis company logo — Customer of My AskAI's AI customer support agents
Zinc company logo — Customer of My AskAI's AI customer support agents
Customer.io company logo — Customer of My AskAI's AI customer support agents
Zeffy company logo — Customer of My AskAI's AI customer support agents
NHS company logo — Customer of My AskAI's AI customer support agents
Kontakt.io company logo — Customer of My AskAI's AI customer support agents

Reduce support costs.Spend more time on customer success.

Our AI customer support agents are already used by 👇
Companies using AI assistants on their websites