How to link contacts with their tickets
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Hollins Tarrant: documents · How to link contacts with their tickets
Customer wants to see all Zendesk tickets linked to each Salesforce contact for client relationship tracking. Bethan showed customer can search by contact to see linked tickets in one view.
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Current to 10 Oct 26Customer wants to see all Zendesk tickets linked to each Salesforce contact for client relationship tracking. Bethan showed customer can search by contact to see linked tickets in one view.
Problem: Customer seeking to query contacts with their associated Zendesk tickets for relationship tracking. Handling: Bethan explained that the brain provides a search feature showing contacts and all their linked Zendesk tickets in one view. Customer satisfied with this approach and asked about saving searches for reuse. Bethan offered guidance on saved searches or dashboard widgets. Watch: Customer showing engagement with deeper features suggests readiness for adoption of dashboards and additional capabilities.
Details
Updated 9 Oct 26Trail
created · Jenna Price 27 May 2025 10:58Hi, I'm trying to set up a view in the brain that shows all of our Salesforce contacts with their associated Zendesk tickets. We track client relationships and issues across the two systems. Is there a built-in way to do that?- public_reply · Jenna Price 27 May 2025 13:28Sorry for the extra question – I want to see, for each contact in Salesforce, all the Zendesk tickets they've created or been involved in. Is there a built-in report, or do I need to set up a custom dashboard?
- public_reply · Bethan Lister 27 May 2025 16:25Good question. The brain gives you a search that shows a contact and all their linked Zendesk tickets in one view. You can search by contact name and see everything together. Can you try that and let me know what you see?
- public_reply · Jenna Price 29 May 2025 10:28Sorry for the slow reply – the team's been stretched. I tried searching for a contact, and I can see the linked tickets. That's pretty much what I needed. One question though – can I save that view so I don't have to search every time?
- public_reply · Bethan Lister 29 May 2025 15:55Perfect. To save searches, you can create a dashboard widget for a specific search or use the Saved Searches feature. Let me know which sounds more useful and I can walk you through the steps. Thanks, Bethan.
- status_change · 9 Jun 2025 23:59