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How to add Salesforce Opportunity Lookup in the Custom Case Form?

  • June 13, 2023
  • 1 reply
  • 40 views

We’ve installed Salesforce App in our Intercom and have created a custom form so that users can create cases from Inbox. However here we’re facing a difficulty as we  need to tag an opportunity lookup as well while creating a case in our Salesforce org. But in the custom case form , only text and picklists are available, not able to add lookup. Please help in identifying an option to fetch and add opportunity lookup as well.

Best answer by Racheal

Hey @ssyam011 Racheal from the support engineer team here👋 

 

We currently do not support Lookup fields in our Salesforce integration, so this is not expected to work. I've spoken to our team and they are aware that this would be a great feature to add and will evaluate the next time they plan their roadmap for future development!
 

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Racheal
Intercom Team
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  • Customer Support Engineer
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  • June 16, 2023

Hey @ssyam011 Racheal from the support engineer team here👋 

 

We currently do not support Lookup fields in our Salesforce integration, so this is not expected to work. I've spoken to our team and they are aware that this would be a great feature to add and will evaluate the next time they plan their roadmap for future development!
 


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