I ́ve created a MDA object, populate it with Bulk API and now i want to create CTAs from it using Rules Engine but i can ́t because "Only few Action types are available as Account lookup fields are not used in the task."
I edited my object to add a field with lookup enabled
But nothing changed on setup rule
And setup action keeps the same message =/
So, how can i enable all action types on my MDA object?
This article could not help me https://support.gainsight.com/Product_Documentation/Rules_Engine/Troubleshooting/Rule_Setup%3A_Unabl...
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Hi Ricardo,
The account lookup option appears for fields which have a mapping to SFDC Account ID. This is different from the "Enable Lookup" which adds a join to other MDA objects.
Here's how you would add that mapping in a field:
If you select the SFDC Mapping option you'll see a drop-down where you can select the Account Id field. The account lookup option and the extended actions should show up for you then.
Hope this helps!
Thanks,
Kunal
The account lookup option appears for fields which have a mapping to SFDC Account ID. This is different from the "Enable Lookup" which adds a join to other MDA objects.
Here's how you would add that mapping in a field:
If you select the SFDC Mapping option you'll see a drop-down where you can select the Account Id field. The account lookup option and the extended actions should show up for you then.
Hope this helps!
Thanks,
Kunal
Thanks Kunal!!
You not just show me, but teach me, thank you!
Congratulations to all you guys answering here in community! You are doing such a great job! congrats!
When i have a doubt i ́m so confident to come here and ask you guys.
Great job, great job!!
😃
You not just show me, but teach me, thank you!
Congratulations to all you guys answering here in community! You are doing such a great job! congrats!
When i have a doubt i ́m so confident to come here and ask you guys.
Great job, great job!!
😃
Thanks for the appreciation Ricardo, glad I could help! Do feel free to keep posting out here!
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