This enables you to easily see tickets from the Contact and Account pages.One advantage of this method is that Zendesk ticket data will live in Salesforce, so you can use Salesforce reporting to analyze your Zendesk Support ticket data based on different Salesforce criteria, and track trends across all the points of interactions your Sales and Support teams have with customers. This will help to keep translations consistent across languages.After you integrate the two systems, the texts from Zendesk Guide will be automatically added as XML files to your Crowdin project. Together, they're the best way to give your sales and support teams a comprehensive view of your customers. Custom workflows can also be created by using this data.To view Zendesk tickets in Salesforce using this method, refer to While addressing tickets, customer service agents can quickly access relevant information directly in Zendesk without access to Salesforce. And itâs just the first of many more to come. Zendeskâs new connector with the Salesforce platform is the first of many more valuable integrations to come. With Crowdin integration with Zendesk Guide, you can offer customers support in their native language. Your sales reps will also have the ability to create and edit Zendesk tickets from Salesforceâby linking each sales rep to an agent seat within Zendesk.This might be a good option if you do not have need for using the ticket data stored in Salesforce, or if you are worried about running up against API limits, as this method does not use any API calls.To view Zendesk tickets in Salesforce using this method, refer to This is the most powerful of the two options for viewing Zendesk data in Salesforce. )Common terminology used in Zendesk and Salesforce relate in the following way:You might want to consider whether your Salesforce data will benefit from some clean up or restructuring before integrating with Zendesk. They might also help you identify where and why you might want to go a custom route.The scenarios below represent the most common reasons why customers are interested in the Zendesk for Salesforce integration, and how they benefit.Your sales reps live in Salesforce, but they want to know whether their Accounts have open tickets in Zendesk. Based on your needs, you can choose to implement only the functionality that makes the most sense for your business. If you have the resources, restructuring how data is stored in Salesforce can improve Zendeskâs ability to create more direct mappings when youâre pulling data into Zendesk.At Zendesk, we are committed to maintaining an open platform and allowing integration with any business system through our APIs. This guide describes common use cases and links to the detailed documentation youâll need to complete the process.You'll find this guide most useful if you work in customer service, sales, are a business owner, or are in charge of your companyâs Zendesk or Salesforce administration.Our goal has always been to deliver a holistic view of your customers or your Support and Sales teams by providing more open, flexible, and consistent integrations.
Our goal has always been to deliver a holistic view of your customers or … We have integrated Support and Salesforce by building on Zendesk's infrastructure using Salesforce public APIs, giving the integration greater flexibility.Itâs important to understand from the get-go how data from Zendesk and Salesforce will map once integrated. The "Guide to Integrating Zendesk and Salesforce" describes common use cases and links to the detailed documentation you’ll need to complete the process. Working in Crowdin, your translators will be able to use Glossaries, Translation Memory, and other localization resources you’ve added to your project. This folder contains a file with the corresponding category name and description, as well as separate files with the names and descriptions for the sections, and separate files for articles. Thatâs because, these days, the line between sales and support is thin.Accessing Zendesk data in Salesforce is a nice way to help sales reps access a customerâs temperature before making a call. This will help to …
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