The Salesforce Connector for Zendesk provides a seamless experience for managing customer interactions by integrating Salesforce with Zendesk.  By enabling the display of key Salesforce data within Zendesk tickets, users can have a comprehensive view of customer information without the need to switch between systems.  The customizable ticket grid that can be implemented in Salesforce further enhances productivity by allowing ticket management directly within Salesforce.  This collaboration between Salesforce and Zendesk not only streamlines workflows but also ensures that all customer data, including custom fields, is easily accessible, facilitating better customer service and more informed decision-making.  The ability to tailor both views to specific business needs makes this integration a versatile tool for organizations of all sizes. 

How to install the Popdock Salesforce Connector for Zendesk

1. Log in to Zendesk.

2. Select the Zendesk Products icon.

3. Select Admin Center.

4. The Admin Center page will open.  In the left navigation pane, expand Apps and integrations and then select Zendesk Support apps.

5. Select Marketplace, on the right side of the page.

6. In the Filter apps box, type Popdock. 

7. In the results, select Salesforce Connector.

8. Select the How to install tab. 

9. Right-click the URL and select Open link in new tab.

10. On the installation page, you will be prompted to create a new Popdock account.  You can enter your name, email address, company name, and set a password. 

Once you have entered your information, select Get started. 

11. Next, you’ll need to enter your Salesforce information.  Select the Connection type, either Production or Sandbox.  Then enter the API Version.  You can find your API version by following the steps here. 

12. Select Validate.  You’ll be prompted to enter your Salesforce credentials.  Once you’ve logged in, you’ll need to select Allow to allow Popdock access. 

13. After the connection is validated, select Connect.

14. You’ll need to enter your Salesforce login once more and select Allow again. 

15. Next, you’ll need to enter your Zendesk credentials.  Select your Connection type and enter the Site Prefix. 

---

The site prefix is the first part of the web address for your Zendesk.  For example, in mycompany.zendesk.com, the prefix is mycompany. 

16. Select Validate. 

17. Once the connection has been validated, select Connect.

18. Once you have successfully connected, you will see a page that displays the widget IDs for Salesforce and Zendesk.  You will also receive an email with this information.  You can leave this page open, as you’ll need it to complete the setup process in Step 21.

19. You’ll now need to return to the Salesforce Connector page from Step 8 and then select Buy.

20. Select the Zendesk account you want to install the app to and then select Install. 

21. You’ll be taken back to Zendesk where you’ll need to enter the IDs from earlier.  In the Installation column on the left, enter a name for the app.  You can copy the domain and IDs from Step 18 and paste them into the corresponding field.

22. You can restrict access to the app by selecting Enable role restrictions and/or Enable group restrictions.  This will allow you to grant access to only the roles or groups that need access to the app.  If you leave this unmarked, all users in Zendesk will have access to the app.   

23. In the Billing details column on the right, enter your name and address.  If you have a coupon code, enter the code, and then select Apply. 

Once you have your information entered, select Proceed to payment. 

24. Agree to the terms and then select Purchase.

25. You will now see the Salesforce Connector listed on the My Apps page. 

26. Go to the Tickets in Zendesk and you will now see the Salesforce Connector app in the sidebar.