Zendesk Sell
Zendesk Sell Overview
Zendesk Sell is a sales CRM software tool that enhances productivity, processes, and pipeline visibility for sales teams.
Zendesk Sell Access Token is required to export Zendesk Sell tables.
Zendesk SELL tables are available under a separate tab.
What’s new
The way the Tableau Connector app connects to Zendesk Sell data has changed.
Before, users needed to connect using a special access token that gave the app permission to access data. Zendesk Sell now supports a newer and more secure method called OAuth. This method keeps data safer and removes the need to handle tokens directly.
To keep exporting Sell data with the Tableau Connector for Zendesk, reconnect your Zendesk Sell account using OAuth.
What it mean for users
A new Sell OAuth Credentials tab has been added for administrators. Only administrators can add or remove OAuth credentials.
The Tokens tab has been replaced with Connect Zendesk Sell Data, which is available to all users.
Removing the Zendesk Sell OAuth Client will:
Disconnect all users from Zendesk Sell.
Make reports using Zendesk Sell data unavailable.
Keep your data safe - no data will be lost, but you’ll need to reconnect to restore access.
How to Connect Zendesk Sell Account
To connect your Zendesk Sell account and export data through Tableau Connector, you have to create a Zendesk Sell OAuth application and add its credentials to the connector. Follow the steps below to set it up.
[admin] Being signed in to your Zendesk Sell account, select , select OAuth, and then select Developer apps.
[admin] Select +Add Developer App.
[admin] In the Name field, enter a name of the application.
The Description field is option.
[admin] In the Website field, enter a URL to your company website.
[admin] In the Redirect URL field, copy and paste the link below, and then select Save.
https://tableau-zd.alphaservesp.com/api/sell/oauth/redirect
[admin] Open Tableau Connector in a new tab, and then select Sell OAuth Credentials.
[admin] Copy and paste your credentials respectively (Client ID and Client secret), and then select Add Client.
Select Connect Zendesk Sell Data.
You’ll be redirected to the Zendesk Sell sign-in page. Choose your preferred sign-in option and authorize the connection.
Starting now, all users with granted permission to work with the data sources can select Zendesk SELL tables and fields for export.
Notes and Tips
There is a filter option that allows you to select the corresponding data only.
Active filters will be highlighted.
There are two types of filters:
All - This filter returns all tables the user’s account has access to.
Selected by core filtering - This filter allows you to select what exact entries for the table should be exported.
To apply filters, select the Confirm button.
At the moment, the data from the following Zendesk SELL tables is available for export.
Zendesk SELL |
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