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      Zendesk and Salesforce Knowledge Connector

      Synchronising Zendesk and Salesforce KB

      May 12, 2022

      2 minute read

      Zendesk and Salesforce knowledge base are designed to centralize and house all your organizational information.

      With the help of these knowledge bases, you can allow your employees to retrieve and access the knowledge base so that they can retrieve information easily.

      Your employees are equipped with the knowledge that they need to provide a tremendous service experience to your customers.

      Integrating the knowledge base of Zendesk and Salesforce can open up an array of endless possibilities for you.

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      Synchronizing Zendesk and Salesforce knowledge base

      Wizards at Grazitti have crafted a solution to synchronize Zendesk and Salesforce knowledge base- Zendesk and Salesforce KB connector.

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

      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 be done either 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 be done either 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 posted.

      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 either weekly or monthly.

      Benefits of the Connector in a Nutshell

      • Improved data synchronization
      • Compliant with Salesforce
      • LEX ready
      • Highly customizable
      • Round the clock support

      Wrapping It Up

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