Adding Salesforce Projects

October 28, 2021 15:18

Hi.

We have salesforce integration set up but we are also looking at how to incorporate SF projects. Has anyone done this before? Or does anyone know of a way to create projects that orgs can be assigned to?

Thanks,
Chris

1 Comments

Dwight Bussman
- November 01, 2021 16:12
- Edited
Zendesk Customer Care
I'm not positive what you mean by the term "Project" as this doesn't appear to be a standard SFDC object that I can see.
The data sync portion of our integration deals with these standard objects:
- accounts
- contacts
- leads
The sidebar app could display information about a custom object if it's directly related to the Account/Contact

Our Ticket View pages can only be embedded directly on pages for these 4 objects
- accounts
- contacts
- leads
- opportunities
If you're syncing tickets over to SFDC to create cases, our native integration will attempt to associate that case with an Account/Contact/Lead, but associations to other objects (like a "Project") would have to be handled by custom workflows within Salesforce - not something our integration can do natively.
0

Please sign in to leave a comment.

1 Comments

Didn't find what you were looking for?