Quick summary
This tutorial shows you how to install the Salesforce integration in Zendesk using the built-in Marketplace. By connecting Salesforce to Zendesk Support, agents can access CRM data directly within their support workflow without switching tools.
Steps
- Go to your Zendesk account and find the gear icon in the left sidebar.
- In the settings page, find Apps and integrations.
- Look for Zendesk Support apps under Apps.
- Click the Marketplace button on the top right.
- Search for Salesforce in the Marketplace and click on it.
- Hit Install to begin the installation process.
- Select the account to install the app on.
- Hit Install again to confirm and complete the setup.
- Verify the integration by finding Salesforce under the Currently Installed tab.
