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christine_chapa
Contributor ⭐️
September 17, 2018

formula in activity field for gainsight user id

  • September 17, 2018
  • 2 replies
  • 34 views
Is it possible to create a custom formula field on an Activity record that will populate with the Gainsight user name? My goal is to have this formula field value populate a text field in Salesforce. 

    2 replies

    sai_ram
    Expert ⭐️⭐️
    September 18, 2018
    Hi Christine, As per current implementation we don't have option to create formula fields. 
    Changing this to an idea post and redirecting this to product team.
    dan_ahrens
    Expert ⭐️⭐️⭐️
    September 20, 2018
    Hi Christine, I don't think I have enough details to be very specific in my recommendations, but broadly speaking, yes, you can use Gainsight Bionic Rules to write any data (from Gainsight or from SFDC) to an SFDC object (assuming permissions are properly configured). List of actions you can take from a Gainsight Bionic rule: https://support.gainsight.com/Rules_Engine/Admin_Guides/Setup_Rule_Action_Types#Setup_Actions

    Depending on the complexity of the formula, you can do the calculation or aggregation or pivot right in the Bionic Rule and then write the transformed data directly to the field, too. Details on data transformation tasks: https://support.gainsight.com/Rules_Engine/Admin_Guides/Bionic_Rules_Task_Creation#Transform_Data
    VP of Customer Success at Forcepoint