Zinc can be configured to have users sign in by entering their Salesforce account credentials instead of receiving a sign-in code via email. Salesforce-sign in is the recommended way to have users access Zinc if you also use any other ServiceMax products.

Benefits of Salesforce Sign-in

Salesforce sign-in has a number of benefits for companies using Salesforce and other ServiceMax products in addition to Zinc:

  • Zinc accounts are automatically connected to the right Salesforce account. There is no need for users to manually connect their accounts themselves.

  • Features that require users’ Salesforce and Zinc accounts to be connected work better. Some examples of these features include broadcasts and Zinc chat in the Go app, hotline transcript upload, and automatic Case creation.

  • If your company uses single sign-on (SSO) for software applications like Zinc, there is no need to set up a separate SSO configuration just for Zinc if you already have SSO configured for Salesforce. Users will be required to use the existing Salesforce SSO when they sign in to Zinc with their Salesforce accounts. This simplifies Zinc deployment.

How it Works

In order to use Salesforce Sign-in, a Zinc organization must be connected to a Salesforce organization. Users can then sign in to the Zinc organization using Salesforce credentials that belong to the connected Salesforce organization.

After a user signs in using Salesforce sign-in then their Salesforce account is linked to their Zinc account. They cannot disconnect their accounts.

Zinc organizations can only be configured to use either email sign-in or Salesforce sign-in. It’s not possible to let some users sign in via email and some via Salesforce, and it’s not possible to let users choose which sign-in mode they want to use.

Auto-Add

Zinc organizations can be configured to automatically add new users who sign in to Zinc for the first time. Organizations using Salesforce sign-in can be configured to automatically add anyone in the connected Salesforce organization. If auto-add is enabled for an organization, then any Salesforce user in your instance will be able to sign in to your Zinc organization. This is convenient if, for example, all service team members have Salesforce access and you’d like to just let anyone in your service org use Zinc. In this case you wouldn’t need to provision and manage Zinc users separately from Salesforce users.

Auto-add can be disabled. When auto-add is disabled then only users explicitly added to your Zinc organization will be able to sign in, even if they have valid Salesforce accounts in your Salesforce instance.

Transitioning from email sign-in to Salesforce sign-in

Organizations using email sign-in can switch to Salesforce sign-in at any time. When this happens then all subsequent sign-ins must use Salesforce instead of email, including all new users and existing users signing in to Zinc again.

When an existing Zinc user signs in to Zinc using Salesforce credentials for the first time the system will try to find their existing Zinc account based on their email address. It tries to match the Salesforce account’s email address to existing Zinc accounts. If no email address is found then the Zinc system will either create a brand new Zinc account or reject the user from signing in, depending on the organization’s auto-add settings.

Manually Connecting Salesforce Accounts

Users who sign in to Zinc via email or direct SSO can manually connect a Salesforce account. Connecting a Salesforce account does not affect Salesforce sign-in. Users in email sign-in organizations who have connected a Salesforce account cannot use that Salesforce account to sign in to Zinc.

How to Start Using Salesforce Sign-in for Your Organization

Talk to ServiceMax support to have Salesforce Sign-in enabled for your organization.

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