image for site

How to Use Salesforce with Zendesk - Frequently asked questions

Explore common questions about integrating Salesforce with Zendesk. Find answers to setup, troubleshooting, and optimizing your Salesforce-Zendesk experience.

Frequently asked questions

How do I connect Salesforce to Zendesk QA?

Connecting Salesforce to Zendesk QA is a straightforward process. First, during the signup, select Salesforce from the list of integrations. Give your connection a name, which is helpful if you plan to add multiple connections later, and click…

Can I connect multiple Salesforce instances to Zendesk QA?

Yes, you can connect multiple Salesforce instances to Zendesk QA. To do this, go to Account Settings > Connections within Zendesk QA. Here, you can add more than one instance of Salesforce or even connect other software. This flexibility allows you…

What data retention options are available when connecting Salesforce?

When connecting Salesforce to Zendesk QA, you have the option to select a data retention period. This setting determines how long your data will be stored and synced with Zendesk QA. It's important to choose a retention period that aligns with your…

How can I ensure data security when syncing Salesforce with Zendesk QA?

Zendesk QA offers additional security options when connecting Salesforce. These options allow you to prevent specific information and conversations from being synced. This feature is useful for maintaining data privacy and ensuring that only…

What should I do if I need to import older data from Salesforce?

If you need to import data older than the last 24 hours from Salesforce, you can contact the Zendesk Support team for assistance. They can help you with the process and ensure that your historical data is successfully integrated into Zendesk…

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