We're just configuring our Zendesk-SFDC feed, and It looks like 'ZD-org to SFDC-Account' linking is currently manual, with the help center suggesting auto-linking is a roadmap item.
To future proof & be ready for auto-linking, there is a specific field in zendesk where we should be populating the Unique ID we use to match SFDC, platform etc to a Gainsight record?
Solved
Ready for Zendesk auto-linking - where should we store the unique ID
+1Best answer by abhishek_sivaraman
Hi Adam,
As part of configuration along with adding sub domain,we are planning to introduce the ability to map zendesk org and account id in the next release and wanted to share our thoughts regarding the same .
Auto Mapping will help the support user to skip the process of manually linking an org and allow him to view Gainsight widget for the appropriate account based on the mapping.
The user will have two options -
a. Manual CSV upload
The user will have to map the following fields and upload it via CSV -
- Account Id
- Account Name
- Zendesk Org Id
- Zendesk Org Name
b. Auto Mapping based on an object in SFDC and MDA
We have some of the customers who have already brought in some of the fields from Zendesk and added it in custom objects or fields in account/customer info objects.
For those customers , they will have the ability to set up the object and map the above mentioned fields(Account Id, Account Name, Org Id and Org Name). The auto mapping process will happen periodically the same time as the sync has been scheduled for the zendesk tickets.
A mock screen of how it would look like -
Hope this helps.Let me know if you have any questions or want to discuss in detail regarding this.
Thanks
Abhishek S
View originalAs part of configuration along with adding sub domain,we are planning to introduce the ability to map zendesk org and account id in the next release and wanted to share our thoughts regarding the same .
Auto Mapping will help the support user to skip the process of manually linking an org and allow him to view Gainsight widget for the appropriate account based on the mapping.
The user will have two options -
a. Manual CSV upload
The user will have to map the following fields and upload it via CSV -
- Account Id
- Account Name
- Zendesk Org Id
- Zendesk Org Name
b. Auto Mapping based on an object in SFDC and MDA
We have some of the customers who have already brought in some of the fields from Zendesk and added it in custom objects or fields in account/customer info objects.
For those customers , they will have the ability to set up the object and map the above mentioned fields(Account Id, Account Name, Org Id and Org Name). The auto mapping process will happen periodically the same time as the sync has been scheduled for the zendesk tickets.
A mock screen of how it would look like -
Hope this helps.Let me know if you have any questions or want to discuss in detail regarding this.
Thanks
Abhishek S
1 person likes this
Hi Adam, if you store your Unique ID on the SF Account Object or the Gainsight Customer Info Object then you should be in good shape.
+1Thanks Marie, we do both of those, but I was more thinking of how/where inside Zendesk it would need to be stored. We don't link ZD to SF (except via GS)
+2Adam,
Were you able to solve this issue?
Thanks,
Steve
Were you able to solve this issue?
Thanks,
Steve
+1yes, thanks
Hi Adam,
As part of configuration along with adding sub domain,we are planning to introduce the ability to map zendesk org and account id in the next release and wanted to share our thoughts regarding the same .
Auto Mapping will help the support user to skip the process of manually linking an org and allow him to view Gainsight widget for the appropriate account based on the mapping.
The user will have two options -
a. Manual CSV upload
The user will have to map the following fields and upload it via CSV -
- Account Id
- Account Name
- Zendesk Org Id
- Zendesk Org Name
b. Auto Mapping based on an object in SFDC and MDA
We have some of the customers who have already brought in some of the fields from Zendesk and added it in custom objects or fields in account/customer info objects.
For those customers , they will have the ability to set up the object and map the above mentioned fields(Account Id, Account Name, Org Id and Org Name). The auto mapping process will happen periodically the same time as the sync has been scheduled for the zendesk tickets.
A mock screen of how it would look like -
Hope this helps.Let me know if you have any questions or want to discuss in detail regarding this.
Thanks
Abhishek S
As part of configuration along with adding sub domain,we are planning to introduce the ability to map zendesk org and account id in the next release and wanted to share our thoughts regarding the same .
Auto Mapping will help the support user to skip the process of manually linking an org and allow him to view Gainsight widget for the appropriate account based on the mapping.
The user will have two options -
a. Manual CSV upload
The user will have to map the following fields and upload it via CSV -
- Account Id
- Account Name
- Zendesk Org Id
- Zendesk Org Name
b. Auto Mapping based on an object in SFDC and MDA
We have some of the customers who have already brought in some of the fields from Zendesk and added it in custom objects or fields in account/customer info objects.
For those customers , they will have the ability to set up the object and map the above mentioned fields(Account Id, Account Name, Org Id and Org Name). The auto mapping process will happen periodically the same time as the sync has been scheduled for the zendesk tickets.
A mock screen of how it would look like -
Hope this helps.Let me know if you have any questions or want to discuss in detail regarding this.
Thanks
Abhishek S
+1Thanks Abhishek, We'll review this internally to understand impact/potential based on what we built for zendesk mapping, and will reach out with any questions
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