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steve_davis
Gainsight Employee ⭐️⭐️
Oct 28, 2016 2:49 PM UTC

MDA Email field case sensitivity

I am working with a customer that is pushing SFDC contacts out into the MDA. Natively in SFDC, when a new contact is added to the database, SFDC will convert the email to all lowercase. (i.e. STEVE@GAINSIGHT.COM -> steve@gainsight.com).  

For this particular use case, we need to do an update operation into an MDA table pre-loaded with email addresses. We are trying to match them with records existing in SFDC and pull the "Contact ID" field to update the table in the MDA.

The issue? Our MDA email field doesn't convert the text to lowercase, therefore we can't reliably use the "email" field as an identifier because quite a few records get skipped because we classify it as "not meeting the identifier criteria". 

Because SFDC behaves this way, is it possible for us to create an "SFDC email" field type in the MDA that will convert this text to all lowercase?  

    3 replies

    lane_h
    Helper ⭐️
    Oct 28, 2016 3:10 PM UTC
    With Gainsight being built on Force.com platform and being as dependent on SFDC as it is, there are fields such as email that can be synced to SFDC or need to be used for mapping Gainsight should default to the way SFDC uses the field. 
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    Director of CX and Scale Programs
    elizabeth_adams_c593ee
    Helper ⭐️⭐️⭐️
    Dec 8, 2016 8:59 PM UTC
    We are having difficulties with this, as well. Any option to 'ignore' the case sensitivity when matching or counting email values in a rule would be greatly appreciated.
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    Elizabeth Panska
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    Jan 17, 2017 4:57 AM UTC
    Ashok, I've assigned this to you for visibility.
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    Lila Krutel, Dir. Global Education Services