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Hans Lohmann

Incorporación 08 mar 2022

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Última actividad 18 abr 2024

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Última actividad de Hans Lohmann

Hans Lohmann creó una publicación,

Publicación Q&A - Apps and integrations

Hey there,

we're setting up the Salesforce App in Zendesk at the moment. We do the lookup via a custom ticket field which contains the Salesforce Account ID. We're able to display information from the Account & related Opportunities.

But for example on Contacts, it shows only those who are direct contacts for the specific account. Our expectation would be that all related contacts are shown, regardless if they're direct or not

Besides that we're wondering how to make use of Contact Relationships in a meaningful way, so that for example we can display the Role of the contact in the Account


Thanks
Hans

P.S. I also asked in a comment here: https://support.zendesk.com/hc/en-us/articles/4408821555482/comments/4448030625562

Publicado 12 mar 2022 · Hans Lohmann

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Hans Lohmann hizo un comentario,

ComentarioSalesforce integration

Hey there,

we're setting up the Salesforce App in Zendesk at the moment. We do the lookup via a custom ticket field which contains the Salesforce Account ID. We're able to display informations from the Account, related Opportunities.

But for example on Contacts, it shows only those who are direct contacts for the specific account. Our expectation would be that all related contacts are shown, regardless if they're direct or not

Besides that we're wondering how to make use of Contact Relationships in a meaningful way, so that for example we can display the Role of the contact in the Account

 

Thanks

Hans

Ver comentario · Publicado 08 mar 2022 · Hans Lohmann

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