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dallis_king
dallis_king
Contributor ⭐️⭐️⭐️
July 19, 2017
Question

Create CTA not an action option in Rules Engine

  • July 19, 2017
  • 4 replies
  • 77 views
Hi,

I'm trying to create a CTA off of a custom MDA table I've imported. I can pull in all my fields, but when I go to the action page of the rule, the only options I get are "Load To SFDC" and "Load to MDA".

I have an Account ID and a CSM ID as fields that I'm pulling in. Is there something specific I need to include to make the CTA action option appear?

Thanks

    4 replies

    martha_stuart
    martha_stuart
    Contributor ⭐️⭐️⭐️⭐️
    July 19, 2017
    Do you have just "ID" pulled in?
      smorrisgainsightcom
      smorrisgainsightcom
      Helper ⭐️⭐️⭐️
      July 20, 2017
      Hi Dallis:

      Is the Account Id in the MDA table mapped Account Id in SFDC?  I can send you screenshots of how to do this if necessary.  
      ankit_jain
      ankit_jain
      Helper ⭐️⭐️⭐️
      July 20, 2017
      Rules Engine lists only two actions if it cannot identify Account ID field. I think the field should be mapped to [i]SFDC > Account Id mapping.

      There appears to be a support article listing how to create a mapping while creating new field in custom objects. Hope this helps:   https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Managing_Data_I...

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        August 17, 2017
        Hi Dallis, I recently started going through all of the unanswered  or unresolved problems . Was checking to see if this has been resolved or if it is an ongoing issue? Please let us know if you need any help here?
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