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lyne_therien
lyne_therien
Helper ⭐️
April 26, 2019
Solved

Lookup field in sf.com, used as a survey recipient

  • April 26, 2019
  • 3 replies
  • 87 views
We have a "champion" field in our sf.com account record. That field is a lookup field on the contact record.

I'm trying to have access to the corresponding email address for this contact, to use in a survey program (JO). Either through a power list or query builder (or something else). Since the email of that contact is not in the account record as a field, is there a way to fetch it easily?

Thanks!

Lyne

Best answer by dan_ahrens
Hi Lyne,

You'd want to use bionic query and do two fetch tasks:

1) pull in the champion on each account and the contact ID that it looks up to

2) pull in all contacts, their email and their contact ID

Then do a merge, creating a new data set that links the account info with the contact info, using the contact ID field as the merge field.

More info here: https://support.gainsight.com/Journey_Orchestrator_and_Email/Programs/Adding_Participants_to_a_Program#Query_Builder

3 replies

pele
pele
Helper ⭐️⭐️⭐️
April 26, 2019
Not sure if this is the best or prescribed method, one way (that I think is easy for this use case) is to put together a

dan_ahrens
dan_ahrensAnswer
Expert ⭐️⭐️⭐️
April 26, 2019
Hi Lyne,

You'd want to use bionic query and do two fetch tasks:

1) pull in the champion on each account and the contact ID that it looks up to

2) pull in all contacts, their email and their contact ID

Then do a merge, creating a new data set that links the account info with the contact info, using the contact ID field as the merge field.

More info here: https://support.gainsight.com/Journey_Orchestrator_and_Email/Programs/Adding_Participants_to_a_Program#Query_Builder

VP of Customer Success at Forcepoint
lyne_therien
lyne_therienAuthor
Helper ⭐️
April 29, 2019
Thanks Dan. I cannot find a contact ID for that look-up field so I'm waiting on my sf.com admin to help out here. I'm sure there is an ID field. Just need the right permission to see it, no doubt.

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