Wix Answers Help Center
Viewing Salesforce Information in Tickets
Reduce the amount of time you spend switching between Salesforce and Wix Answers. You can view client information from your Salesforce account directly on tickets.
To view your Salesforce account information on a ticket:
- Go to a relevant ticket.
- Click the Salesforce drop-down in the side panel on the right.
- Click the relevant field drop-down to view your client's information.
Note: If necessary, click Show more to view additional fields.
If you have enabled custom queries, an addition panel appears with the results of each query.
Tip:
Click the Expand icon next to a field to view the information from within your Salesforce account.
Note:
Your customer's email in Salesforce must be the same in Wix Answers for their Salesforce info to appear on tickets.
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