How to Use Salesforce with Zendesk - Frequently asked questions
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…
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“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
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