While working on tickets, you may need to look up customer information. Common use cases include associating tickets with the appropriate organization, checking a customer's subscription plan and looking up the customer's technical account manager.
In general, you should look for customer details in this order:
For an overview and runthrough of all three platforms, watch Amanda Rueda's How to use Salesforce from a support perspective video.
The following information is generally available through the Salesforce app in Zendesk:
To access the Salesforce app:
Click on "Apps" in the top right of the Zendesk UI.
Look for the Salesforce app
If you can't find the information you want through the Zendesk app, or if you are trying to find the ticket requester's organization, you'll have to look it up directly in Salesforce.
To access Salesforce, use the Salesforce tech support account credentials in the 1Password Support vault. Notes:
Search for the customer's domain (e.g.
customer.com) or full email address
firstname.lastname@example.org) in the search bar at the top of the
Look for results in the Accounts section. You should also be able to see if they have a support level if they have one.
Click the Account Name to view the customer's organization page.
In the customer's organization page, look for the GitLab Subscription Information section. The most relevant pieces of information to support in this section are:
You can also confirm if the organization is a paying customer by look for the
Type field under the Account Detail section. It should say
In the customer's organization page, look for the Account Detail section.
There should be an
Account Owner field. This is the person responsible for
the customer account.
Alternatively, look for the list of links just above the Account Detail section. Note: You may have to wait awhile as the list only loads after the rest of the page is loaded.
Hover over the "Account Team" link to see a list of people who have handled the customer account.
In the customer's organization page, look for the Opportunities table. Look
for a row with a
Close Date in the future and a stage that is not
10-Duplicate. This should generally be the first row.
The person responsible for the customer's license renewal is listed under
Owner Full Name.
Log in to customers.gitlab.com admin area (sign in with Okta).
In the Customers section, search for a domain or full email address.
In the search results, click on the
i icon to view the customer's details.
You can impersonate an account to find out if they have a current
subscription through the customer's detail page or by clicking on the
icon in the search results.