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    How to set up an effective Salesforce Zendesk integration (a step-by-step guide)

    Salesforce and Zendesk are both excellent tools.

    Integrating them will give teams the freedom and autonomy to keep working in their own environment, whilst facilitating collaboration across these systems.

    The right integration process should also optimize their workflows, but keep their data and projects secure.

    In this guide, we’ll discuss these topics and more:

    • The rising need to integrate Jira and Salesforce and why admins set up this integration in the first place
    • How to choose the right technology to configure the integration
    • The step-by-step process on how to set up the integration effectively
    • The security and architecture behind integration solutions

    Who is this guide for?

    • Teams collaborating in disconnected technology...
    • Professionals managing sales and customer success teams...
    • Zendesk admins and Salesforce admins...
    • IT professionals managing (or involved in) cross-company or inter-company integration projects...
    • PMO professionals in an IT organization or department...
    • Members of the operations teams in an IT organization or department...
     
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