CRM - Salesforce
Table of contents
Use case
Use these fields to provide agents with additional information about customers raising request from a Jira Service Desk portal.
The information can be made only visible by the agents.
See this field in action from our demo portal
Configuration
Datasource
This demo uses a Salesforce datasource.
Fields
Download the fields configuration:
| Name | Version | Published |
|---|---|---|
| Salesforce_-_Account_export.json | 1 | 2019-07-15 11:21 |
| Salesforce_-_Contact_details_export.json | 1 | 2019-07-15 11:21 |
| Salesforce_-_Contact_export.json | 1 | 2019-07-15 11:21 |
| Salesforce_-_Contact_opportunities_export.json | 1 | 2019-07-15 11:21 |