Question
Ability to update a SFDC field true or false
Has anyone found a way through the rules engine to check/uncheck a field in SFDC?
We have created a reference playbook and at the end we create a milestone to track when an account was used as a reference. I would then like to check/uncheck a field on the account record that indicates whether that account has been used as a reference in the past x days. We do not give full access to Gainsight for anyone outside of our customer advocate team so this is how we can indicate whether an account has been used recently.
We have created a reference playbook and at the end we create a milestone to track when an account was used as a reference. I would then like to check/uncheck a field on the account record that indicates whether that account has been used as a reference in the past x days. We do not give full access to Gainsight for anyone outside of our customer advocate team so this is how we can indicate whether an account has been used recently.