Zendesk for Salesforce v5: Getting Started Follow

Comments

11 comments

  • Avatar
    Matthew Mah

    Hi Erin,

    Is there any way to know when the Salesforce app has completed loading.  Some kind of event registering that I can look out for?

    I'm parsing some of the more complex data in the app and I cannot do it until the Salesforce app has loaded.

  • Avatar
    Erin Boyle

    Hey Matthew,

    I've checked with our apps team, and unfortunately there's no way to do what you're asking. My apologies!

    Best,
    Erin

  • Avatar
    Mauricio Oliveira

    Hi there,

    About viewing Salesforce data from Zendesk, I would like to make a more complex query/mapping/filtering operation than the UI allows me. So, is there any way I could write a SOQL query to obtain results I want to display?

    To illustrate what I'm talking about, I want to obtain QuoteLineItems fields while applying filters on both Quote and Opportunity (QuoteLineItem parent objects) and a mapping between Salesforce Account and Zendesk organization. Is this possible with the plugin, or should I look for/develop another app for that kind of operation?

    Regards.

  • Avatar
    Nick

    Hey Mauricio!

    Within the base app this isn't something you would be able to do. We give you some level of granularity with lookups, such as the ability to show related objects information via a single API search request.

    What you're looking to do would be a more complex workflow than we provide natively and would better be accomplished via what you suggested, a custom app.

    Cheers,

    Nick

     

  • Avatar
    Mauricio Oliveira

    Hi Nick, thank you for the explanation.

    Just one more question, is the native plugin open-source?

    If not, as I have never developed a Zendesk app before, I will take a look in all your documentation about it (I see that there are a lot of useful material, very nice!). But if someone has some open project of an app that talks to Salesforce, it would be great for me to have this kickstart.

    Cheers.

     

  • Avatar
    Ben Speich

    I know there is THIS article requesting it, but is there any movement on allowing syncing of attachments?

  • Avatar
    Rebecca

    Hi Ben- 

    Unfortunately the syncing of attachments from Zendesk to Salesforce is not possible due to a restriction of the Salesforce API. Without them making modifications to this, we cannot provide this feature at this time.

    There may be workaround options (although not ideal) by using the attachment link from Zendesk. This would require uploading the attachment to a comment, submitting to save the comment with attachment, and then right clicking to get the attachment link address url and adding the url to a ticket comment once the attachment url is created. The attachment then can be accessed from this link. 

  • Avatar
    Liz Rosen

    Salesforce has sent out some emails with regard to: "ACTION REQUIRED: TLS 1.1 or Later Required". 

    Anyone know how or if the integration is affected and if anything will need to be done?

    Thanks!

  • Avatar
    Yuri Mylis

    Hi Liz,

     

    Our Salesforce integration supports TLS 1.1 and newer, so that shouldn't be a problem.

     

     

  • Avatar
    Arif Rinaldi

    Hi,

    In the Settings ⚙  > Extensions > CRM > (select Salesforce) step #3 has a checkbox to "Enable Salesforce data to appear on the user profile page."

    1. It's actually a checkbox to enable Salesforce data to appear on the ticket page. Should it not read as "Enable Salesforce data to appear on the ticket page."?
    2. Will a new functionality be added to show Salesforce data on the end-user profile page?

    Thanks :)

  • Avatar
    OpsHub Dev Team

    Hi Ben,Mauricio and Matthew,

    There is an application on Zendesk marketplace called Opshub which supports seamless out of the box integration between Salesforce and Zendesk.
    You can visit this link : https://www.zendesk.com/apps/opshub-integration-manager-oim/.

    We support many more functionalities like:
    - Syncing of data from Salesforce to Zendesk and vice versa(bidirectional) smoothly.
    - You can map those fields that you wish to sync to Salesforce or Zendesk.
    - Sync of comments, attachments and linkages is also possible.
    - No additional API configuration.
    - Complex data parsing is done smoothly.

    You can reach out to us for your custom demo here: http://www.opshub.com/demo-request/

    Thanks,

    OpsHub 

Please sign in to leave a comment.

Powered by Zendesk