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Stuart
Stuart
Helper ⭐️⭐️
May 15, 2024
Question

CS CSQLs to SFDC Leads - is it possible to add additional fields to push to SFDC?

  • May 15, 2024
  • 12 replies
  • 252 views

Hi folks,

 

We’re looking to deploy CSQLs syncing to the Lead object in SFDC.  Lead records in our Salesforce instance require certain fields to be populated to pass validation.  The payload is currently only passing the following fields:

  • Company
  • Description
  • Email
  • First Name
  • Last Name
  • LeadContact
  • LeadStatus
  • Source

Is it possible to add additional fields to be synced?  I’m unable to find a way, either in table view or detail view, to add the fields we require to sync to SFDC.  I’m hoping there is functionality I just can’t see, rather than having to store the leads as GS Leads only then configuring a separate rule to push to SFDC.

 

Appreciate any insight folks have!

 

Thanks,

 

Stuart

    12 replies

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    alizee
    alizee
    VIP ⭐️⭐️⭐️⭐️⭐️
    June 4, 2024

    @Ritika Jindal Lookup fields work everywhere else or almost, so they need to work here too. It’s about parity.

    Salesforce requires a number of fields to be parsed to write leads, amongst which some company details (address, phone, etc.) which exist at the company level or relationship level. This is going to be different on a company by company basis so we cannot have any form of limitations in the product on that front. 

    So why would I have to create static fields in GS Lead for the CSx to populate manually to be able to write the leads to SFDC since I can’t set this up in the connector job and I also CANNOT display them in the detail view. First of all, they would soon give up. Second of all, it makes no sense as they may not have the latest or it will take them more time to generate the lead.

    Furthermore, the hidden filter that limits the writeback to “Gainsight” sourced leads is not appropriate. We each have our own denomination for the CSQLs and Gainsight is not the source we use. We need this to be configurable. 

    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
    MayurGhiya
    MayurGhiya
    Helper ⭐️
    June 25, 2024

    Hey, Community!

    The Salesforce Connector article has been updated to include information about the OOB Lead Sync job and how admins can configure additional field mappings. We appreciate your valuable inputs, so please keep sharing your feedback and suggestions.

    FYI @Ritika Jindal @rahul_prayakarao @shayerisen @neelam_mukherjee 

    Mayur Ghiya || Senior Tech. Writer - Gainsight Technical Communication
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