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shane_mccoy
shane_mccoy
Contributor ⭐️⭐️⭐️⭐️
July 18, 2018
Solved

Customer field on SF Account Layout

  • July 18, 2018
  • 2 replies
  • 66 views
I'm looking to get the Gainsight generated field, Revenue Band, added to the account layout page within Salesforce but I am unaware of a way to get ANY Gainsight related fields on the account layout. Would I have to create a rule to push a Customer field into a new Account field and then add it from there? Hoping there might be a simpler way where I can add Revenue Band directly.

Thanks!
    Best answer by dan_ahrens
    Hi Shane, you're spot on. If you want to publish some Gainsight data on the Account object, just create a custom field in your SFDC Account object and then push that value from Gainsight to SFDC using a Gainsight rule. 

    More info here: https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Use_Rules_to_Lo...

    2 replies

    dan_ahrens
    dan_ahrensAnswer
    Expert ⭐️⭐️⭐️
    July 18, 2018
    Hi Shane, you're spot on. If you want to publish some Gainsight data on the Account object, just create a custom field in your SFDC Account object and then push that value from Gainsight to SFDC using a Gainsight rule. 

    More info here: https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Use_Rules_to_Lo...
    VP of Customer Success at Forcepoint
      shane_mccoy
      shane_mccoyAuthor
      Contributor ⭐️⭐️⭐️⭐️
      July 19, 2018
      Thanks for the confirmation Dan!
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