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james_whitehead
james_whitehead
Contributor ⭐️⭐️⭐️⭐️⭐️
Jul 25, 2019 9:28 PM UTC
Question

Issues writing from Bionic Rules to Salesforce

Good Afternoon-

I'm trying to write a rule to write some scorecard data to Salesforce and am running into a problem:

The action I was expecting to see, "Load to SFDC" or "Load to Salesforce Object" (cannot remember the exact terminology) does not populate.

Did Gainsight remove this functionality?

Thanks

-Jim

7 replies

keith_mattes
keith_mattes
Helper ⭐️⭐️
Jul 25, 2019 9:36 PM UTC
Did you include your AccountID field or account identifier field in the rule? If not, it will not present certain Actions.

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Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
james_whitehead
james_whiteheadAuthor
Contributor ⭐️⭐️⭐️⭐️⭐️
Jul 25, 2019 9:38 PM UTC
I have :

Fetch Health Score: Company ID --> SFDC Account ID

Fetch from Salesforce: Account::Account ID

Fetch from GS Relationship::ID

Merge 1: Health Score and Salesforce

Merge 2: Merge 1 and GS Relationship

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james_whitehead
james_whiteheadAuthor
Contributor ⭐️⭐️⭐️⭐️⭐️
Jul 25, 2019 9:39 PM UTC
I just added:

Account::Account ID to my GS Relationship Fetch.

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lila_meyer
lila_meyer
Gainsight Employee ⭐️⭐️⭐️
Jul 25, 2019 9:41 PM UTC
Hi Jim, I'm wondering if this is a permission issue. This article explains how permissions to load to objects may need to be modified.

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Lila Krutel, Dir. Global Education Services
james_whitehead
james_whiteheadAuthor
Contributor ⭐️⭐️⭐️⭐️⭐️
Jul 25, 2019 9:42 PM UTC
I'll look at it Lila.

What's strange is that I built rules that accessed this action back when Custom rules were available.

Did permissions change between then and now?

Thanks

-Jim

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james_whitehead
james_whiteheadAuthor
Contributor ⭐️⭐️⭐️⭐️⭐️
Jul 25, 2019 9:51 PM UTC
Support has gotten back to me: I'm trying to write (gainsight) Relationship-level health score data to (Salesforce) Account-level data. Is this not a supported functionality?

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dimitar_terekiev
dimitar_terekiev
Contributor ⭐️
Jul 26, 2019 7:46 AM UTC
Hi James,

When you create your merge tasks (or the task from which the job is created), make sure you have selected the correct Account Id field in the Account Lookup selection on the bottom of the task page.

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