Map New SFDC Account Field to Gainsight Field

10 replies
206 views
Translate All

I created a new field on the account in Salesforce and I want to map it to a field in Gainsight. How do I do that?

rules

seth

Expert ⭐️

Hi Kara,
Do you want to load the data from Salesforce to Gainsight, or from Gainsight to Salesforce?

Translate

AI Transformation @ Gainsight

kara_kogelmanAuthor

Contributor ⭐️⭐️⭐️

I want to lead the data from Gainsight to Salesforce.

Translate

seth

Expert ⭐️

Super

Translate

AI Transformation @ Gainsight

ben

Helper ⭐️⭐️⭐️

This should be doable via the Rules Engine. Here is a good KB for that topic: https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Use_Rules_to_Lo...

Translate

-Ben

kara_kogelmanAuthor

Contributor ⭐️⭐️⭐️

Yes, I saw that and was following the instructions, but when I get to the part about setting up the action I don't have any fields in the drop down on the right to associate to the fields I dragged into the Show area.

Translate

ben

Helper ⭐️⭐️⭐️

Totally. I've been there.

Click the gear icon in the top right corner of your screen.
Hit "Permissions - Rules Load Actions".
On that page you'll need to pick the object you are working with (Accounts, Opportunities, etc.).
Hit the plus icon to add the selected object
Select the object you added in the list below.
Now pick the fields you want to be able to load info to and add them to the column on the right.

Once that is done, go back to your rule and you should see the fields as loadable.

Translate

-Ben