Skip to content

Commit f3c7fee

Browse files
Fixed walkthrough example
1 parent f1e918d commit f3c7fee

File tree

1 file changed

+18
-12
lines changed

1 file changed

+18
-12
lines changed

docs/platgovsalesforce/integrations/zendeskintegration/zendesk_walkthrough_example.md

Lines changed: 18 additions & 12 deletions
Original file line numberDiff line numberDiff line change
@@ -18,54 +18,60 @@ Click **Look up Customization** to search Salesforce for existing customizations
1818

1919
![Customization Lookup](/images/platgovsalesforce/integrations/zendesk/Customization_Lookup.webp)
2020

21+
Select **customization** from the result form
22+
2123
![Customization Lookup Result](/images/platgovsalesforce/integrations/zendesk/Customization_Lookup_Result.webp)
2224

2325
# Step 3 – Add Proposed Customizations
2426

25-
Click **Add Proposed Customization** to add new or modified customizations to the Change Request.
27+
Click **Add Proposed Customization** to add new or modified customizations that will be created or changed as part of this Change Request.
2628

2729
![Add Proposed Customization](/images/platgovsalesforce/integrations/zendesk/Add_Proposed_Customization.webp)
2830

29-
![Customization Added](/images/platgovsalesforce/integrations/zendesk/Customization_Added.webp)
30-
31-
# Step 4 – Add Data Records
31+
# Step 4 – Add Existing Data Records
3232

33-
Use **Look up Data Record** to search for existing data records, or **Add Proposed Data Record** to include new records.
33+
Use **Look up Data Record** to search for existing data records in Salesforce that are related to this Change Request.
3434

3535
![Lookup Data Record](/images/platgovsalesforce/integrations/zendesk/Lookup_Data_Record.webp)
3636

37+
Select the appropriate data records from the search results:
38+
3739
![Lookup Data Records Result](/images/platgovsalesforce/integrations/zendesk/Lookup_Data_Records_Result.webp)
3840

41+
# Step 5 – Add Proposed Data Records
42+
43+
Click **Add Proposed Data Record** to include new data records that will be created or modified as part of this Change Request.
44+
3945
![Add Proposed Data Record](/images/platgovsalesforce/integrations/zendesk/Add_Proposed_Data_Record.webp)
4046

41-
# Step 5 – Request Approval
47+
# Step 6 – Request Approval
4248

4349
Once all required information is added, the operator can click **Request Approval** to move the CR into Pending Approval status.
4450

4551
![Approve Process - Request Approval](/images/platgovsalesforce/integrations/zendesk/Approve_Process_-_Request_Approval.webp)
4652

47-
# Step 6 – Approve or Reject
53+
# Step 7 – Approve or Reject
4854

4955
Admins can then Approve or Reject the Change Request directly in Zendesk if the process is configured for in-Zendesk approvals.
5056

5157
![Approve Process - Approve or Reject](/images/platgovsalesforce/integrations/zendesk/Approve_Process_-_Approve_or_Reject.webp)
5258

53-
# Step 7 – Complete or Push
59+
# Step 8 – Complete or Push
5460

5561
When a Change Request has been approved, the admin can click **Complete** to close it. If no approval is needed, the admin can use **Push** to send the CR directly to Salesforce.
5662

5763
![Approval Process - Complete](/images/platgovsalesforce/integrations/zendesk/Approval_process_-_Complete.webp)
5864

5965
![Approval Process - Push](/images/platgovsalesforce/integrations/zendesk/Approval_Process_-_Push.webp)
6066

61-
# Step 8 – Open DRD (Document Requirements)
67+
# Step 9 – Open DRD (Document Requirements)
6268

6369
From the ticket sidebar, click the DRD link to open the Document Requirements view in Salesforce.
6470

6571
![DRD](/images/platgovsalesforce/integrations/zendesk/DRD.webp)
6672

67-
# Step 9 – Open Impact Analysis
73+
# Step 10 – Open Impact Analysis
6874

69-
Click the Impact Analysis link to view the detailed analysis of the Change Request in Salesforce.
75+
Click the Impact Analysis link to view the detailed analysis of the Change Request in Salesforce. This shows how the proposed changes might affect other components in your Salesforce org.
7076

71-
![Impact Analysis](/images/platgovsalesforce/integrations/zendesk/Impact_Analysis.webp)
77+
![Impact Analysis](/images/platgovsalesforce/integrations/zendesk/Impact_Analysis.webp)

0 commit comments

Comments
 (0)