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Lanston Harner
Joined Jun 28, 2023
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Last activity Jun 29, 2023
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Latest activity by Lanston Harner
Lanston Harner commented,
I have a situation where searching for answers brought me here. Requests come in from SFDC as we have Opps reach a stage that then require work from our deploying agents in ZD. The requester at the time of these tickets being created is listed as one of our sales team members (whoever clicks the field to create a ticket, this is not always the owner of the object in SFDC so we need to keep historical record who is creating the ticket). Without having to go in a manually fill out this custom lookup field I would love if I can copy the requester over to the custom field.
Eventually the requester changes to the actual customer we will be completing work for, but when work is complete I need to reference the original creator of the ticket so we know who to notify without ever leaving Zendesk. I am guessing that this might be a job for an integration platform to accomplish. With all the native triggers and automations in ZD and the ability to send an email to the requester at the time of the process firing, it seems pretty straight forward and simple to update ZD to allow the update of custom lookup fields to be the requester user at the time of the process firing.
View comment · Posted Jun 29, 2023 · Lanston Harner
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