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alexandru_zaharia
alexandru_zaharia
Contributor ⭐️⭐️
October 17, 2018
Solved

Can i use the Rules Engine Action Type: Load to SFDC Object to upsert records in the "Call to Action

  • October 17, 2018
  • 2 replies
  • 103 views
We have been trying to update a number of CTAs from an existing CTA type to a new one.
The approach was through the Rules Engine, Action Type: Load to SFDC Object. 
The problem we encountered was that, although we have access to 'Call to Action" object in SFDC, we were unable to find the "Call to Action" object to grant permission in the "Permissions - Rules Load Actions" functionality.
    Best answer by sagan_sherlin
    Hey Alexandru,

    You can only Create or Close a CTA using the Rules Engine.  Frustrating, I agree.  However, you could use the DataLoader to accomplish this.  Just remember to grab the CTA Id.  Manual process yes - but there are a few post around the community by admins wanting more access to the CTA Object.

    2 replies

    sagan_sherlin
    sagan_sherlinAnswer
    Helper ⭐️⭐️
    October 17, 2018
    Hey Alexandru,

    You can only Create or Close a CTA using the Rules Engine.  Frustrating, I agree.  However, you could use the DataLoader to accomplish this.  Just remember to grab the CTA Id.  Manual process yes - but there are a few post around the community by admins wanting more access to the CTA Object.
      alexandru_zaharia
      alexandru_zahariaAuthor
      Contributor ⭐️⭐️
      October 17, 2018
      Thanks for the input, Sagan. I'll follow those and keep an eye on any change covering this in the future. I'm currently going to Data load the updates.
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