Step 7: Displaying Salesforce Fields in Desk through the Salesforce Widget

Last Updated -

Displaying Salesforce Fields in the Widget


To display Account or Contact information from Salesforce directly into Desk you need to enable those fields within the integration.

They are displayed then in our "Widget", one caveat is that there is a limit to 20 fields total. So 10 account and 10 contact fields or 17 account and 3 contact fields, any combination that totals 20 fields.

Below is how the widget should look like in Classic Agent:
 

This is how the widget looks like in Next Gen Agent: 
 

To get to the widget configuration, navigate to the Admin panel → Settings → Integrations → Salesforce

You will then see the screen below:
 

From this screen you can place a checkmark on any Account field from the Account object in Salesforce to then display in the Widget within the Company tab:
 

And then you can switch to the Contact tab and select fields to be displayed from the Contact object in Salesforce to then display in the Widget within the Customer tab:
 

For this part of the integration, you only need to be a Desk administrator to make these changes.

The widget should now be visible in the Customer and Company tab in Classic Agent. In Next Gen Agent, the Salesforce widget should be visible on the left side of your agent panel. You may need to scroll down the tab to reveal the widget.

The following articles will guide you in a step-by-step process for the Salesforce to Desk.com integration:


Step 1: Setting up the Salesforce to Desk Integration

Step 2: How to show Desk.com Cases within your Salesforce Org

Step 3: Publishing Desk.com Activity to Salesforce Chatter

Step 4: How to import old Desk.com cases into your Salesforce integration

Step 5: How to enable a rule using a field from Salesforce

Step 6: Reporting in Salesforce for Desk.com Cases

Step 7: Displaying Salesforce Fields in Desk through the Salesforce Widget
Upgrading your Desk.com App in Salesforce

Removing your Salesforce Integration