The force is strong with this integration.

The force is strong with this integration.

You read that title right. You can now integrate Zoho Desk with Salesforce, and pull in a whole lot of customer context to boost your customer service efforts. This helps bring your sales and customer support teams closer together, without having to wait around for updates, or even switch applications!
 
The integration, authenticated with OAuth, allows for one-way or two-way sync of customer data. Customer information gets pulled in from Salesforce, and can be updated either in bulk or periodically (triggered every 15 minutes). With the two-way sync, customer and account information from Desk flows into Salesforce as well.
 
The interface displays relevant information in a handy panel to the left of every ticket. You can see customer and account information from Salesforce, along with all activity associated with it. Calls in Salesforce will get listed under the contact's Tasks tab, within the Salesforce panel.






In compliance with GDPR, all this information comes with role-based permissions that can be set while configuring the integration, or at a later stage.

No matter what applications you use, we at Zoho Desk believe in giving you a way to bring that context into your help desk. We hope the integration with Salesforce enriches your customer service efforts.
 
Happy ticketing!
 
Cheers,
Team Zoho Desk


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                                                    Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next
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                                                    Hello, everyone.    Greetings from Zoho Desk ASAP!   In order to continue to deliver the best and most secure experience to our mobile SDK users. On account of the recent enhancements and updates to the mobile SDKs, we have planned to mark the older versions


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