Hello,
We just started a trial of FreshDesk and we have tested the Salesforce integration.
I am an Admin in both systems and set up the integration. I added Opportunity to the Settings.
However, I am only seeing Account and Contact Name or Lead Name on the Ticket.
Does anyone have any suggestions?
Thank you in advance
Nicole
Hi Nicole,
Sorry about the delay in getting back to you.
Lead, Contact, Account, and Opportunity objects data that matches with the ticket requestor info are the informations that could be viewed from FD tickets.
You can choose the fields from the settings page under Admin>Apps>Salesforce setting.
Cheers!
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