Issues writing from Bionic Rules to Salesforce

Forum|Forum|7 years ago
July 25, 2019
7 replies
117 views

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

rules

keith_mattes

Helper ⭐️⭐️

Did you include your AccountID field or account identifier field in the rule? If not, it will not present certain Actions.

Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd

james_whiteheadAuthor

Contributor ⭐️⭐️⭐️⭐️⭐️

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

james_whiteheadAuthor

Contributor ⭐️⭐️⭐️⭐️⭐️

I just added:

Account::Account ID to my GS Relationship Fetch.

lila_meyer

Gainsight Employee ⭐️⭐️⭐️

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.

Lila Krutel, Dir. Global Education Services

james_whiteheadAuthor

Contributor ⭐️⭐️⭐️⭐️⭐️

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

james_whiteheadAuthor

Contributor ⭐️⭐️⭐️⭐️⭐️

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?

dimitar_terekiev

Contributor ⭐️

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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