We have a customer that would like to create and manage their support cases for us (we use Salesforce), instead of logging into our community to submit. I am sure this is possible, but I am not sure where to start (or IF I should)? Does anyone have any recommendations? To be clear, our customer wants to connect their ZD org to OUR SF org. Just one customer. We do not have ZD, only SF.
Hi! I’m the Community Manager at Exalate
This is actually a pretty common use case — and it’s typically handled through third-party integration tools such as Zapier, Workato, or Exalate.
Exalate supports bi-directional synchronization between platforms like Salesforce, Zendesk, and others. In your case, your customer could manage support cases directly from their Zendesk instance, without needing access to your Salesforce org, while both sides stay in sync.
Happy to share more details if you’d like to explore how this setup could work for you!
