As an admin, creating and using custom objects in Zendesk allows you to tailor the platform to better fit your organization's needs. This involves defining the custom data you want to capture and setting up the objects accordingly.
Once created, you can integrate these objects with existing data and configure agent access to ensure seamless interaction. For detailed steps on creating and using custom objects, explore the admin experience section in theZendesk help docs.
Custom objects in Zendesk allow you to store and manage unique data that doesn't fit into standard Zendesk fields. They enable you to create a more tailored experience by integrating custom data into your Zendesk account. This can be particularly…
Activating custom objects in Zendesk is a crucial step to start using them effectively. Once you understand what custom objects are and have planned your workflow, you can proceed to activate them in your Zendesk account. This involves setting up…
Bulk importing custom object records in Zendesk is a streamlined way to add large amounts of data efficiently. This process is ideal for organizations that need to migrate existing data into Zendesk or update records in bulk. To perform a bulk…
Agents can interact with custom object records in Zendesk to access and manage the custom data relevant to their tasks. This interaction is facilitated through the custom object records page, where agents can view, add, and update records as…
Object triggers in Zendesk are automated actions that occur when certain conditions are met within your custom objects. They help streamline workflows by automating repetitive tasks, such as updating records or sending notifications. Creating and…
Managing custom objects in Zendesk involves overseeing their creation, configuration, and maintenance to ensure they meet your organization's needs. This includes setting up permissions, updating records, and ensuring data integrity. Effective…