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Hans Lohmann

参加日2022年3月08日

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前回のアクティビティ2024年4月18日

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さんの最近のアクティビティ Hans Lohmann

Hans Lohmannさんが投稿を作成しました:

投稿 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

投稿日時:2022年3月12日 · Hans Lohmann

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Hans Lohmannさんがコメントを作成しました:

コメントSalesforce 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

コメントを表示 · 投稿日時:2022年3月08日 · Hans Lohmann

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