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ben
ben
Helper ⭐️⭐️⭐️
January 19, 2017
Solved

How do you update a Salesforce field via the Rules Engine?

  • January 19, 2017
  • 7 replies
  • 220 views
We are sending out a mass email to customers when their Support Plan changes. We are filtering who is getting this based on a checkbox in Salesforce. We would like to have that checkbox be unchecked once the email is sent. 

I *think* this can be accomplished via the Rules engine, but now sure how. I typically use CoPilot for email outreach, so not much experience with Rules Engine sending emails.

Any guidance?

Thanks!

-Ben
    Best answer by heather_hansen
    Hi Ben,

    There's an available action called Load to SFDC Object. Here's an article that should help: https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Use_Rules_to_Lo...

    And here's a screenshot of how we are updating a field on the Contact object in SF.

    7 replies

    heather_hansen
    heather_hansenAnswer
    VIP ⭐️⭐️⭐️⭐️⭐️
    January 19, 2017
    Hi Ben,

    There's an available action called Load to SFDC Object. Here's an article that should help: https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Use_Rules_to_Lo...

    And here's a screenshot of how we are updating a field on the Contact object in SF.

      manu_mittal
      Gainsight Employee ⭐️
      manu_mittal
      Gainsight Employee ⭐️
      January 19, 2017
      Hi Ben,

      You don't have to send emails using the Rules Engine to achieve this. You can continue using CoPilot, and then separately write a rule on top of Email Logs to flag the corresponding Contact records in Salesforce (as Heather highlighted above).

      Is the purpose of unchecking just to ensure they don't get the same email again, or are there other processes that depend on this flag?

      Thanks,
      Manu
      ben
      benAuthor
      Helper ⭐️⭐️⭐️
      January 19, 2017
      Thanks all. @Manu its actually for a couple reasons. We track changes to Support Plan and changes to it, and then educate customers on that change. Once they have been communicated, we want to uncheck. Then if the plan changes again in the future, we can re-educate to whatever their new plan is.

      Hopefully that makes sense.
      -Ben
        ben
        benAuthor
        Helper ⭐️⭐️⭐️
        January 19, 2017
        Follow-up Question: I am looking to update an Account Level field. With this workflow, it is attempting to update that field for the Account for each instance of the contact. 

        Will that be a problem?
        -Ben
        smorrisgainsightcom
        smorrisgainsightcom
        Helper ⭐️⭐️⭐️
        January 19, 2017
        Hi Ben:

        Account Id is stored in the Email Logs table, so you'd use that as your identifier as opposed to a Contact field such as Contact Id or Email address.

        Scott
          manu_mittal
          Gainsight Employee ⭐️
          manu_mittal
          Gainsight Employee ⭐️
          January 19, 2017
          By using two 'Load to SFDC' actions in the same rule? Should be OK as long as all queried Contacts have the same value. If you need to aggregate (e.g., # of emailed Contacts per Account), you'd obviously need a separate rule.
          ben
          benAuthor
          Helper ⭐️⭐️⭐️
          January 20, 2017
          This worked great folks. Thank you for all your help!
          -Ben
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