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Adding Salesforce Projects

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Chris Hardy

已于 2021年10月28日 发布

Hi.

We have salesforce integration set up but we are also looking at how to incorporate SF projects.  Has anyone done this before?  Or does anyone know of a way to create projects that orgs can be assigned to? 

 

Thanks,
Chris

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    Dwight Bussman

    Zendesk Customer Care

    I'm not positive what you mean by the term "Project" as this doesn't appear to be a standard SFDC object that I can see.
     
    The data sync portion of our integration deals with these standard objects:
    • accounts
    • contacts
    • leads
    The sidebar app could display information about a custom object if it's directly related to the Account/Contact
     
    Our Ticket View pages can only be embedded directly on pages for these 4 objects
    • accounts
    • contacts
    • leads
    • opportunities
     
    If you're syncing tickets over to SFDC to create cases, our native integration will attempt to associate that case with an Account/Contact/Lead, but associations to other objects (like a "Project") would have to be handled by custom workflows within Salesforce - not something our integration can do natively.

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