Salesforce cases
Operations documentation page for Salesforce cases (sync)
Zendesk Salesforce cases sync
This is runs at two periods of time:
- whenever a ticket with an organization associated is created
- whenever a ticket with an organization associated is closed
At either event, a pipeline is triggered at at the corresponding project:
Both trigger the bin/run
script, which does the following:
- Gathers the ticket information (including the organization, requester, and current assignee)
- Checks in Salesforce if an existing cases exists
- If one does, it updates it with the information
- If one does not, it creates a case
- If multiple somehow exist, it exists with an error code of 1
When a case is created or updated, the following information is used to populate said case:
- Account ID
- Description
- Priority
- Status
- Subject
- Ticket assignee Name
- Ticket creation time
- Ticket form name
- Ticket ID
- Ticket organization name
- Ticket requester email
- Ticket requester name
- URL to the ticket
Last modified October 14, 2025: Updating information for salesforce case sync (
1e81d74d
)