Planning Custom Objects Workflow - Frequently asked questions
Frequently asked questions
What are custom objects in Zendesk and why should I use them?
Custom objects in Zendesk allow you to capture data that doesn't fit into the standard objects, enabling seamless integration with tickets, triggers, and analytics. By using custom objects, you can streamline your workflow by reducing the need for…
How do I identify my custom data goals in Zendesk?
Identifying your custom data goals involves understanding what information your agents need from external systems and when they need it. Start by determining your top priorities, such as reducing ticket resolution time or improving customer…
What should I consider when planning my data model in Zendesk?
When planning your data model, consider the limitations on the number of custom objects and lookup relationships you can create. Start by visualizing your data model with a simple spreadsheet for each custom object, labeling columns with the data…
How do I define relationships between custom objects in Zendesk?
Defining relationships between custom objects in Zendesk involves using lookup fields to build connections. These fields are crucial for creating many-to-one relationships, such as linking multiple appliances to a single rental property. Decide…
What is the process for seeding initial data into Zendesk custom objects?
Seeding initial data involves bulk importing records from an external system into Zendesk. Prepare your data in a spreadsheet, map it to the fields in Zendesk, and export it as a .CSV file for import. Ensure to remove any lookup data before…
How can I leverage my custom data model in Zendesk?
Leverage your custom data model by adding custom fields to tickets and support request forms, using lookup relationship fields. This allows agents to access relevant data directly within the ticket interface, improving efficiency and reducing the…
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