formula in activity field for gainsight user id
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.
+1Hi 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.
Changing this to an idea post and redirecting this to product team.
+2Hi 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
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
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