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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,

帖子 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

已于 2022年3月12日 发布 · Hans Lohmann

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Hans Lohmann 进行了评论,

评论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

查看评论 · 已于 2022年3月08日 发布 · Hans Lohmann

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