Configuring custom objects in Sell

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8 Comments

  • Shameen Rana

    Hi I have followed the above mentioned instructions and made a custom sunshine object and relationship with deal.

    Also created an object record  and its relationship record  with a deal but i am not seeing related object widget in my instance. Is there any other thing to see that widget there?

     

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  • Jim
    Zendesk Customer Care

    Hi Shameen,

    I've created a separate ticket (ticket # 6718772), to take a closer look at what could've caused the behavior you're experiencing. You should receive an email for the separate support ticket by now, and kindly check it out.

    Thank you,

    Customer Advocacy Team

    1
  • Marcel

    It should be possible to generate new objects from within the interface, not only from API or custom apps.

    My use case (and I guess many other people's) is having the need to create new objects in the already created object structure, directly from the deal. For example, I created a custom object for invoice generation, and I made a relationship to the deal. So it would be nice to create this "invoices" from the Sell interface and store them there.

     

     

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  • Dane
    Zendesk Engineering
    Hi Adam,
     
    Custom objects can be just about anything that is related to your company that you want to have a record in Zendesk. More information can be found in About custom objects
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  • Jean-Luc Lamarche

    The only working app in marketplace in Sell costs 100$ per month just to show objects in deal cards? There's got to be another way ?!

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  • Gab
    Zendesk Customer Care
    Hi Jean-Luc, 
     
    It can be tough to express all of your business context in Zendesk Sell with only Leads, Contacts, and Deals. However, with custom objects, you can create new object types to tailor your Sell data model to your specific requirements.
     
    Once your custom data model is defined, you can surface it in leads, contacts, and deal cards in Sell to provide context for the user. To demonstrate how this can be done, an example custom objects app is available to download and use.
     
    Take a look at this developer's documentation for more information: How a custom objects app is built for Sell
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  • Paolo Ferri

    Hi there,

    I don't understand how to use the Sunshine Data Editor to create new records.

    I have been able: to create a custom object, to define a relationship between my custom object and Zendesk Deals, and to download the Sunshine Data Editor as suggested in this article. The Sunshine Data Editor App is active and visible in my Apps inside Sell, but I don't understand how I start inputting data! Can anybody help me please?

     

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  • Mike DR
    Zendesk Customer Care
    Hi Paolo!

    I you installed this Sunshine Data Editor App, the data can be entered once you access the app on your Zendesk Support agent dashboard.
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