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Hans Lohmann
已加入2022年3月08日
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最后活动2024年4月18日
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的最新活动 Hans Lohmann
Hans Lohmann 创建了一个帖子,
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
已于 2022年3月12日 发布 · Hans Lohmann
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Hans Lohmann 进行了评论,
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
查看评论 · 已于 2022年3月08日 发布 · Hans Lohmann
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