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Enable finding objects in Salesforce that are not directly related to the account
Posted Feb 05, 2024
Our Salesforce contains Accounts. Accounts have a related object, Orders. Orders have a related Object, Products. The Products are the products and services that the customer has paid for.
Our Zendesk accounts are associated with Salesforce accounts.
The Zendesk-Salesforce integration only allows one level of pulling in "related" objects, so when we match on Account we can only pull on Orders, we can't go further and pull in Products.
This means my support team cannot see what products a customer has paid for when helping them with an issue. This is key information for the support team.
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Shawna James
Thank you for taking the time to provide us with your feedback. This has been logged for our PM team to review, and for future reference, here’s our product feedback template. This template has been designed by community members and PM's to help users provide the most accurate details for their feature request so that we can better understand your use case and needs. You do not need to update your post now but we would appreciate it in the future if you could utilize the template.
For others who may be interested in this feature request, please add your support by upvoting this post and/or adding your use case to the comments below. Thank you again!
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