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Topics started by john.gardner

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J
Contributor
john.gardnerContributor
posted in Archives - Freshdesk

Populating a field with the list of Companies

I have a simple question and I was hoping someone could give me a yes/no answer. If we completely populate the Customers -> Companies view with a list organisations we deal with.  Is there any way we can then populate a customer facing ticket field so that when creating a ticket, they can then choose one of these organisations from the  list in a drop down? Obviously, if we could do this easily, it would be good, but I'm happy if we can do it in any way, either using the API or SDK or some other way. All help is gratefully received as it's really impairing us in going forward with using Freshdesk. Regards John

2
J
Contributor
6 years ago
J
Contributor
john.gardnerContributor
posted in Archives - Freshdesk

Populating Data in Freshdesk from Salesforce

Hi everyone Last week we went live with phase 1 of our Freshdesk launch.  It was a fairly simple deploy for one of our internal teams and it seems to work.  However, that first deployment was self-contained, phase-2 requires us to populate the Freshdesk tickets with Account Name used in Salesforce.  Now, we can't use the Freshdesk/Salesforce app as this uses the email address you log the call in Freshdesk, as the key to look up from Salesforce and as only internal staff will use Freshdesk and hence the details pulled back will always be for our organisation and not the customer.  So I'm asking anyone for some alternatives using the API/Custom Apps? Ideally, we'd like to populate a field in Freshdesk with all of the customers from Salesforce so they could chose the Customer details we need... and then pull the rest from Salesforce...  Does anyone have starting points or advice on how to do this? Thanks and Regards John

2
J
Contributor
6 years ago

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