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Further Salesforce Integration(other tabs)

Related products:Freshdesk
  • August 12, 2015
  • 4 replies
  • 40 views

A little backstory, Freshdesk is being used internally to manage resource requests. Many of the requests are coming from Salesforce, in the Opportunity Tab. My goal would be to automatically fill help ticket fields, based on values in the various values on the "Opportunities" tab. Since currently the Salesforce integration does not work with that tab, and browsers block cross-site scripting, I am having difficulties exporting the data from one system to the other. 


If the Freshdesk App in Salesforce were available elsewhere in the program, I would potentially be able to use Javascript to move data in the page. Ideally I could create a button to do this for me. 


I know this will likely be an outlier request, just wanted to try and get it out there!



Thanks!

4 replies

  • Contributor
  • March 14, 2016

Yes and yes. Connecting the Customer contact information is mostly useless to us when all the really important details are elsewhere in SF. Things such as contract details, products purchased, etc. This is what needs to be pulled into a service ticket visible to agents only. If I knew Freshdesk didn't offer this level of SF integration, I would of looked elsewhere. It was very misleading to say FD integrates with SF when in reality it's only a very small part. 


Hi,

any update on this? I need an integration with  Salesforce "cases" tab.

thanks

 


Hi,

Any update on this? I need an integration with Salesforce "Cases" tab.

Thanks

 


aravind.sundararajan
Skilled Expert
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Hello,


The upgraded salesforce integration is now available on the freshdesk marketplace . You can read this article to get an idea about the integration : https://support.freshdesk.com/support/solutions/articles/224042-the-salesforce-plus-app


Cheers!