Rules engine update ideas: Post to Chatter and Concatenate
I've been building new rules to automatically provision accounts in Gainsight.The "Load to SFDC Object" action is really very useful!
But in doing that I've figured out 2 places where it's falling short:
1) I want to be able to build up a text string. Just like I do in the comments of CTA, I need to build up a string for a description or title. Right now I can only use a field I was able to get into the query. So back under Setup Rule, I'd love to be able to bring together multiple fields and static text to create a field I could then make use of.
2) I want to post to Chatter. In this particular instance, I'd like to post an update to the case I just created for the onboarding team. Ideally after creating a new record, the new record ID would be appended as an additional column in the results set. Then I could use that in the following action and post to that record's Chatter feed.
Both of these are easily achieved using Flows, but I'd love to keep all the logic in one place!
But in doing that I've figured out 2 places where it's falling short:
1) I want to be able to build up a text string. Just like I do in the comments of CTA, I need to build up a string for a description or title. Right now I can only use a field I was able to get into the query. So back under Setup Rule, I'd love to be able to bring together multiple fields and static text to create a field I could then make use of.
2) I want to post to Chatter. In this particular instance, I'd like to post an update to the case I just created for the onboarding team. Ideally after creating a new record, the new record ID would be appended as an additional column in the results set. Then I could use that in the following action and post to that record's Chatter feed.
Both of these are easily achieved using Flows, but I'd love to keep all the logic in one place!