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Hans Lohmann
Adhésion le 08 mars 2022
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Dernière activité le 18 avr. 2024
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Dernière activité effectuée par Hans Lohmann
Hans Lohmann a créé une publication,
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
Publication le 12 mars 2022 · Hans Lohmann
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Hans Lohmann a ajouté un commentaire,
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
Afficher le commentaire · Publication le 08 mars 2022 · Hans Lohmann
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