Integrations

Is it possible to know (from Freshdesk) whether a ticket is attached to a Salesforce contact or account?
Yes, the details pertaining to the Salesforce contact information are displayed under the requester info section in a ticket. Please navigate to the Tic...
Fri, 21 Jul, 2017 at 7:13 PM
Can we access ticket properties from Freshdesk in Salesforce?
The Freshdesk-Salesforce integration helps in providing more information for the teams working on any one of these tools. For a team using Salesforce, it wo...
Fri, 21 Jul, 2017 at 7:17 PM
Can I create mailing lists when writing emails?
You cannot create mailing lists in Freshdesk. However, you can make use of the Mailchimp integration with Freshdesk to create mailing lists in Mailchimp and...
Mon, 17 Dec, 2018 at 3:45 PM
Can I see ticket conversations in Salesforce?
Using the Freshdesk-Salesforce integration, you would be able to view the Ticket ID, Subject, and Properties in Salesforce.  As of now, ticket conversat...
Fri, 21 Jul, 2017 at 8:06 PM
Will my existing data in Salesforce be affected because of the Ticket Sync app?
No, none of your existing data in Salesforce would be changed by this app.  However, the Freshdesk - Salesforce app might add contacts or companies from...
Fri, 21 Jul, 2017 at 8:12 PM
I changed one of my ticket properties but it isn’t syncing to Salesforce - why?
Not all ticket properties in the system would be synced to Salesforce. If you make changes to the following 7 properties, they will be updated in Salesforce...
Fri, 21 Jul, 2017 at 8:18 PM
Why am I getting the 'Opportunity creation failed. Required Fields missing: [custom_field_name]' error when trying to create an opportunity in Salesforce from the Freshdesk widget?
Mandatory custom fields in Salesforce Opportunities are not supported, for now, in the Salesforce app for Freshdesk.  If you try to create an Opportunit...
Fri, 21 Jul, 2017 at 8:20 PM
Is it possible to allow my agents to view opportunities while preventing them from creating/linking/unlinking them?
Yes, if you have admin credentials, you could proceed to the Salesforce app configuration page and make sure the "Allow agents to create/link opportuni...
Fri, 21 Jul, 2017 at 8:34 PM
Can I link/unlink/create Opportunities from the Contacts page for Salesforce?
No, the widget is available only in the Ticket Details Page on Freshdesk and all modifications to linked/new opportunities can only be made from there.
Fri, 21 Jul, 2017 at 8:28 PM
Where is the Mailchimp widget located please?
Please navigate to "apps.freshdesk.com" and search for MailChimp to install this. Kindly make sure you have a MailChimp account to integrate with ...
Fri, 21 Jul, 2017 at 8:33 PM