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255 articles in Zendesk
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How Do You Integrate Zendesk with Salesforce? Step-by-Step Setup (2026)
A step-by-step guide to the official Zendesk Salesforce integration: connect via OAuth, set up data sync (accounts/contacts), ticket sync to Salesforce cases, the Salesforce app in
How Do You Integrate Zendesk with Jira in 2026? The Native App, Sync Tools and AI Escalation, Tested
Set up the free Zendesk Support for Jira app, see what action flows, Exalate, Unito, Zapier, eesel and Macha add, and watch an AI agent escalate bugs to Jira.
How Do You Export Data from Zendesk in 2026? Tickets, Users, Explore and the API
Six ways to export Zendesk data: account export, view CSV, Explore reports, dataset exports, the incremental API and single-user exports, with limits and plans.
How Do You Set Up Zendesk Talk? 6 Steps and 2026 Costs
A step-by-step guide to Zendesk Talk setup — enable the voice channel in Admin Center, add or port a phone number, configure greetings, voicemail, business hours and IVR, enable ag
How Do You Set Up SSO in Zendesk? SAML, JWT and OIDC Step by Step (2026)
Step-by-step Zendesk SSO setup: the team-member vs end-user distinction, SAML vs JWT vs OAuth, creating an SSO configuration in Admin Center, an Okta/Entra example, testing, and av
How Do You Set Up Multilingual Support with Zendesk Dynamic Content? (Step by Step)
Step-by-step guide to Zendesk dynamic content for multilingual support: add your languages, create an item with a default + per-language variants, reference it with a {{dc.name}} p
How Do You Set Up CSAT Surveys in Zendesk? (Step by Step, 2026)
A step-by-step guide to Zendesk CSAT setup — where it lives in Admin Center, enabling the survey, the rating scale, when surveys send for email vs. messaging, satisfaction reasons,
How to Customize a Zendesk Help Center Theme in 2026 (Step by Step)
A step-by-step guide to Zendesk help center customization — open Customize design, edit branding (logo, colors, fonts) in the Theme Editor, edit Curlybars/CSS/JS code, preview, and
How Do You Set Up Zendesk AI Agents (Formerly Answer Bot) in 2026?
Step-by-step setup for Zendesk AI agents — the bot formerly called Answer Bot. Enable it in Admin Center, build conversation flows, connect messaging and email autoreplies, test, a
What Are the Best Practices for Zendesk Macros? (2026)
Best practices for using Zendesk macros to reply faster — writing good macros, the :: naming convention, personal vs shared vs group, placeholders, applying with the keyboard, AI m
How Do You Build a Report in Zendesk Explore? Step by Step (2026)
Build a Zendesk Explore report step by step: datasets, metrics, attributes, filters, dashboards, scheduled delivery, and what refreshes when.
How Do You Configure Roles and Permissions in Zendesk? (2026 Step-by-Step)
A step-by-step guide to Zendesk roles setup: default roles, creating a custom role in Admin Center, the permission categories you configure, assigning roles, plan gating, and least
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