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
Adding Salesforce Projects
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:
Our Ticket View pages can only be embedded directly on pages for these 4 objects
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.
- accounts
- contacts
- leads
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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