Set Up a Zendesk Connection (Beta)

Set up the Zendesk connection to start the flow of data into Data Cloud.

This feature is a Beta Service. A customer may opt to try a Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms. If you have questions or feedback about this Beta Service, contact the Data Cloud Connector team at datacloud-connectors-beta@salesforce.com.
User Permissions Needed 
To create a connection:System Admin Profile

Before you begin:

  • Enable the Beta connector through the feature manager. See Enable Data Cloud Features.
  • Verify your admin has enabled firewalls on the system you want Data Cloud to connect to by including these IP addresses to your allowlists.

  1. In Data Cloud, click Setup, and select Data Cloud Setup.

  2. Under External Integrations, select Other Connectors.

  3. Click New.

  4. On the Source tab, select Zendesk and click Next.

  5. Enter a connection name and a connection API name.

  6. Select the Zendesk Authentication method. If you select authentication with a password, enter your Zendesk email (username) and password. Ensure that the user associated with the username you provide has access to the content you want to ingest, as the connector gets the same access permissions as this user.

Make sure you’ve turned on API password access in Zendesk. In your Zendesk admin center, select Apps & Integrations > APIs > Zendesk API > Settings. Turn on Password access.

If you select authentication with an API token, enter your Zendesk email (username), and a Zendesk API token. Learn how to generate Zendesk API tokens in Zendesk Help.

If you use password authentication and the user of this password has a two-factor authentication, the connection may fail. In such a case, select the API token option.

  1. Enter the connection URL. This is your Zendesk Support URL. The expected URL format is https://{subdomain}.zendesk.com.

  2. To review your configuration, click Test Connection.

  3. Click Save.

At this point, Data Cloud creates the connection, and you now create data streams for either structured data such as tables, or unstructured data such as knowledge articles.