Understanding Legacy Custom Objects in Zendesk Sell
What are legacy custom objects in Zendesk Sell?
Legacy custom objects in Zendesk Sell allow you to define new object types specific to your business needs. This feature helps you organize your business data beyond the native object types like Leads, Contacts, and Deals.
By using legacy custom objects, you can create and associate these new object types with existing leads, contacts, and deals, ensuring that all relevant sales context is available directly from these cards. This customization requires a Sunshine license and admin access in Zendesk Support. For more details, check out theoriginal documentation.
More related questions
How do I define a legacy custom object in Zendesk Sell?
To define a legacy custom object in Zendesk Sell, you need to access the Admin Center and navigate to the Custom objects section. Here, you can add a new object by specifying its name and properties. When defining your object, use underscores…
How can I link a legacy custom object to a lead, contact, or deal in Zendesk Sell?
Linking a legacy custom object to a lead, contact, or deal in Zendesk Sell involves creating a relationship between the objects. This is done by defining a relationship name and selecting the source and target objects. In the Admin Center, navigate…
What are the steps to create object records in Zendesk Sell?
Creating object records in Zendesk Sell involves setting up specific records for your custom objects, which can be done using the Zendesk API or available apps. To create records, you can use the Zendesk REST API, which is useful for integrating…
Can I create custom objects directly from the Zendesk Sell interface?
Currently, creating custom objects directly from the Zendesk Sell interface is not supported. You need to use the Zendesk API or custom apps to generate new objects. While some users have expressed the need for this feature, the existing process…
How do I use the Sunshine Data Editor to create new records in Zendesk Sell?
To use the Sunshine Data Editor for creating new records in Zendesk Sell, you first need to install the app from the Zendesk Marketplace. Once installed, you can access it from your Zendesk Support agent dashboard. The Sunshine Data Editor allows…
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