Hello!
My teammate and I are working on a Write Back to Salesforce rule for a Gainsight Survey that we have built out. Off Track and On Track are values on the new “How is customer feeling?” field in Salesforce. However, the survey question in Gainsight uses a different set of values in the actual survey responses the customer will be answering when they receive the survey. We need a way to transform specific survey response values to either a string value of “On Track” or “Off Track” and we need assistance in figuring out the best way to do so.
Solved
Needing help with transforming a field within Rules Engine for a survey (office hours question for 7/20 session)
Best answer by darkknight
You can try using a Transformation task in the rule config with a Case Expression.
+5You can try using a Transformation task in the rule config with a Case Expression.
Jeff Kirkpatrick
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