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Zendesk To Salesforce Integration -- More fields for "Field Matching"
Posted Oct 11, 2021
Give us the option to add more fields for the Field Matching ticket view section of setup. With my current SFDC instance we can have very similar account's and the only real way to tell them apart is check location along with name.
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3 comments
James Irwin
The current setup works well for Primary Key type sync but our setup uses a Compound Key that uses name and territory which will causes objects of same name but different territory to share tickets with ZenDesk's current setup; which is unideal.
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Anika Rani
@... thanks for the question/ request. The current field matching supports all field types in the Salesforce Account Object. What is the field type of the Compound Key you are referring to? Is it a Salesforce Formula Field?
If you could provide an example (screenshot), that would be helpful showing an example Account in Salesforce and the corresponding Org in Zendesk and we can see investigate what the gap might be.
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James Irwin
I wish to use two fields "Account Name" and "Territory" together to filter tickets. The problem is Zendesk will only allow you to filter by one field. Ideally we will have a drop down for Territory in our organizations and use that with the organization Name to filter. Combining them together is currently not an option I can take.
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