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