With Zendesk Chat-Salesforce integration, agents can create Salesforce cases for customers by clicking a link that appears at the end of each chat. All of the customer's information in Chat, including transcript, country, IP address, and contact information, is automatically pulled into the Salesforce case.
You'll need your Salesforce security token to complete this integration. If you already know your Salesforce security token, you can
To find your Salesforce security token
- In Salesforce, select Setup > Personal setup > My Personal Information > Reset my security token. An email will be sent to you with your new security token.
To add Salesforce to your Chat account
- From your Zendesk Chat account page, select the Integrations tab.
- Select Salesforce integration.
- Enter your Salesforce username, security token, and password.
- Click Save.