Setting Up User Access for Zendesk Tickets in Salesforce
How do I set up user access to Zendesk tickets in Salesforce?
After connecting Zendesk to Salesforce, you need to define which user profiles in Salesforce can view Zendesk tickets. This involves setting up permissions in Salesforce to ensure the right users have access.
In Salesforce, go to Setup, select Apps under PLATFORM TOOLS, then Connected Apps, and Manage Connected Apps. Click the Salesforce Integration for Zendesk app, edit policies, and set Permitted Users to 'Admin approved users are pre-authorized'. Select the user profiles that can view Zendesk tickets, ensuring the System Administrator profile is included, and save your changes.
More related questions
What is the Zendesk for Salesforce integration?
The Zendesk for Salesforce integration connects your Salesforce accounts to Zendesk accounts, allowing you to view Zendesk tickets in Salesforce. This integration enables you to create and edit Zendesk tickets directly from Salesforce and sync…
How do I set up the Zendesk for Salesforce integration?
To set up the Zendesk for Salesforce integration, you need to perform several tasks, including checking your Salesforce session settings, connecting Zendesk to Salesforce, and setting up user access to Zendesk tickets in Salesforce. Ensure your…
What Salesforce editions support the Zendesk integration?
The Zendesk for Salesforce integration is supported by Salesforce editions such as Performance, Unlimited, Enterprise, or Developer Edition. It is also available for other editions that have Salesforce API rights, like the Professional edition with…
Can I use the Zendesk for Salesforce integration with Salesforce Classic?
Yes, the Zendesk for Salesforce integration works with both Salesforce Lightning and Classic. However, the provided instructions are specifically for Salesforce Lightning, which is the newer interface recommended by Salesforce. If you are using…
How do I disconnect and reconnect the Zendesk for Salesforce integration?
To disconnect the Zendesk for Salesforce integration, go to the Admin Center, select Apps and integrations, then Integrations, and click Configure under Salesforce integration. Click Disconnect in the upper right corner. To reconnect, follow the…
What should I do if my Salesforce session settings are locked to an IP address?
If your Salesforce session settings are locked to an IP address, it can cause the Zendesk for Salesforce integration to disconnect once a session expires. To prevent this, ensure that the 'Lock sessions to the IP address from which they originated'…
What happens if the Zendesk admin who set up the integration is downgraded?
If the Zendesk admin who connected the integration is downgraded, the integration will stop functioning. To resolve this, another Zendesk admin must disconnect and reconnect the integration in the Admin Center. All settings will be preserved, but…
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