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Mastering Zendesk

Master the art of providing effective IT services to your customers by leveraging Zendesk

Paid access
|Jul 2025
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Master the art of providing effective IT services to your customers by leveraging Zendesk

Key Features

  • Deep dive into the functionalities of Zendesk and improve your organization’s customer services
  • Learn how to expand the capabilities of Zendesk by integrating and extending it with third-party tools
  • A master level guide that manages tickets, channels, and workflows along with advanced security features

Book Description

Zendesk is a cloud-based customer service solution that is widely used because it is easy, efficienct, flexible, and low cost. It is highly scalable and is great for organizations of all sizes. If you’re a Zendesk administrator and are looking to explore advanced-level concepts, then this book is for you.

It covers the core functionalities such as managing users, groups, and the organization, and creating and adding custom fields. You will learn how to add customized ticket channels to your account. Then, you will focus on customizing business rules and extending Zendesk with JIRA and Salesforce. Towards the end, the book emphasizes security and troubleshooting aspects as well as providing tips and tricks to create a more efficient support environment.

By the end of this book, you will be able to turn a basic Zendesk setup into a highly customized working environment.

What you will learn

  • Customize ticket channels such as Email, Twitter, Facebook, and Web-Widget
  • Add business rules to create a more effective and automated Zendesk environment
  • Use Zendesk apps to add more functionality to the Zendesk setup
  • Extend Zendesk with JIRA and Salesforce
  • Create custom metrics within GoodData in order to set up customized and automated reports
  • Learn how to secure and troubleshoot Zendesk

Who this book is for

This book is for proficient Zendesk administrators who want to unlock the full potential of their Zendesk environment by gaining a deeper understanding of Zendesk’s advanced customization options.

Table of Contents

  1. Configuring your own Zendesk
  2. Agent Roles, Groups, Organizations and User-Tags
  3. Creating Custom Fields
  4. Setting Up Multiple Ticket Channels
  5. Customizing business rules and ticket escalation
  6. Integrating and Extending Zendesk
  7. Advanced Reporting and Insights via GoodData
  8. Security Settings and SSO
  9. Troubleshooting Zendesk
  10. Zendesk Tips and Tricks
https://github.com/packtpublishing/mastering-zendesk
PDF ISBN: 978-1-78646-256-5
Publisher: Packt Publishing Limited
Copyright owner: © 2017 Packt Publishing Limited
Publication date: 2025
Language: English
Pages: 412