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Hans Lohmann
Data ingresso 08 mar 2022
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Ultima attività 18 apr 2024
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Ultima attività di Hans Lohmann
Hans Lohmann ha creato un post,
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
Data ultimo post: 12 mar 2022 · Hans Lohmann
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Hans Lohmann ha commentato,
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
Visualizza commento · Data ultimo post: 08 mar 2022 · Hans Lohmann
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