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C
Chris39
October 28, 2021
Question

Adding Salesforce Projects

  • October 28, 2021
  • 1 reply
  • 18 views

Hi.

We have salesforce integration set up but we are also looking at how to incorporate SF projects.  Has anyone done this before?  Or does anyone know of a way to create projects that orgs can be assigned to? 

 

Thanks,
Chris

1 reply

Dwight
DwightEmployee
Employee
November 1, 2021
I'm not positive what you mean by the term "Project" as this doesn't appear to be a standard SFDC object that I can see.
 
The data sync portion of our integration deals with these standard objects:
  • accounts
  • contacts
  • leads
The sidebar app could display information about a custom object if it's directly related to the Account/Contact
 
Our Ticket View pages can only be embedded directly on pages for these 4 objects
  • accounts
  • contacts
  • leads
  • opportunities
 
If you're syncing tickets over to SFDC to create cases, our native integration will attempt to associate that case with an Account/Contact/Lead, but associations to other objects (like a "Project") would have to be handled by custom workflows within Salesforce - not something our integration can do natively.
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