Legacy Salesforce: Installing and configuring the app in Zendesk Support

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  • Patrick Bosmans
    Zendesk Customer Advocate

    Hey Josh!

    First things, currently there is no workaround for the 5 object limit.  I checked with our development team and this does not appear to be on our dev roadmap to extend any time in the near future.

    As for the issue with filtering blank or null values.  We did some testing and confirmed there is currently no way natively to do this in the app.  We did find a workaround, but it's not exactly elegant.

    I am going to spin up a ticket for you to discuss this further.

  • Nick

    Hi Community!

    Can you please help me with one question?

    I've reviewed the video "Sidebar app in Zendesk Support" at the top of this page. And I'm interested in Lead record creation in Salesforce through Salesforce Sidebar app in Zendesk Support. The author said that he will show how to map additional fields from Zendesk to Salesforce in the next video.
    But, I can not find the article or video about that. Does somebody know where I can find some guide?

  • Brett - Community Manager
    Zendesk Community Team

    Hey Nick,

    Have you had a chance to take a look at the following article: Salesforce: Mapping Salesforce fields to Zendesk fields

    The above discusses mapping over Salesforce fields to Zendesk which I believe is what you're looking for.

    You may also want to take a look at this article as well: Salesforce: Configuring user and organization syncing in Salesforce

    I hope this points you in the right direction!

  • Schuyler Weinberg

    Is it at all possible to add multiple conditions to a filter? I have this app installed for a support team that only needs to look at specific case types. We have a field 'problem type' that I want to filter to only see these 4 case types. When looking in the 'configure setting' section I only see the option to add 1 field type filter and 1 date based filter

  • Brett - Community Manager
    Zendesk Community Team

    Hey Schuyler,

    I confirmed with one of our Salesforce experts and it looks like you cannot add multiple conditions to a filter at this time.

    I'll be sure to submit this as product feedback to the appropriate team so they're aware of this need.



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