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Question

Create CTA not an action option in Rules Engine

  • July 19, 2017
  • 4 replies
  • 50 views
dallis_king
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
dallis_king

4 replies

martha_stuart
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  • martha_stuart
  • Contributor ⭐️⭐️⭐️⭐️
  • July 19, 2017
Do you have just "ID" pulled in?
denim
smorrisgainsightcom
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...

H
sai_ram
sai_ram
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  • 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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