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      Zendesk and Salesforce Knowledge Connector

      Raise Your CX Graph By Synchronizing Zendesk and Salesforce KBs

      May 12, 2022

      2 minute read

      Knowledge bases on Zendesk and Salesforce are designed to centralize all your organizational information.

      With their help, you can enable your employees to retrieve information easily.

      The knowledge bases equip your employees with the data that they need to provide an engaging customer experience.

      By integrating knowledge bases on Zendesk and Salesforce, you can drive customer service with the best of both worlds.

      Synchronizing Zendesk and Salesforce Knowledge Bases

      The wizards at Grazitti have crafted a solution to synchronize the knowledge bases on Zendesk and Salesforce and have named it the Zendesk and Salesforce KB Connector.

      Let’s take a look at how the connector helps you synchronize Zendesk and Salesforce knowledge bases:

      Account Mapping and Account Syncing

      With the help of the connector, you can map the organization fields of Zendesk to the accounting field in Salesforce.

      It helps you sync all the organizations of Zendesk CRM as accounts in Salesforce.

      You can perform syncing manually or automatically.

      Before proceeding to the syncing process, you need to do the mapping.

      Sync can either be done weekly or monthly.

      Contact Mapping and Contact Syncing

      The connector helps you map the customer fields with role as end-users of Zendesk to the Salesforce contacts field.

      You can perform syncing manually as well as automatically.

      You need to do mapping before proceeding to the syncing process.

      Sync can either be done weekly or monthly.

      Case Mapping and Case Syncing

      The connector helps you map ticket fields of Zendesk to case fields in Salesforce.

      You can sync all the tickets of Zendesk CRM as cases in Salesforce.

      With this connector, you can auto-sync the tickets manually as well as automatically.

      You need to do mapping before proceeding to the syncing process.

      Syncing can be done weekly as well as monthly.

      You can also specify the days and time on the basis of which it would be regularly executed.

      User Mapping and User Syncing

      It helps you map the customer fields with roles other than end-users of Zendesk to Salesforce’s user fields.

      Apart from the end-users of Zendesk CRM, you can sync all the customers as users in Salesforce.

      The connector allows manual and auto-syncing.

      You need to do mapping before proceeding to the syncing process.

      You can sync it either on a weekly or monthly basis.

      Benefits of the Connector in a Nutshell

      • Improved data synchronization
      • Compliant with Salesforce
      • LEX ready
      • Highly customizable
      • Offers round-the-clock support

      Wrapping It Up

      In this blog post, we looked at the synchronization of two of the most popular platforms that organizations use for their knowledge base. Synchronizing Zendesk and Salesforce can open up a wide array of possibilities for your organization to provide better customer service.

      Wish to unlock the potential of data sync between Zendesk and Salesforce for your organization? Get started today!

      Should you want to know more, please write to us at info@grazitti.com and we’ll take it from there.

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