To do so, I setup the Rule from the Opportunity object, which contains Opportunity, Account and Customer info.
However, Setup action says "Only few actions are shown for the select task as account field is not present".
I assume this has something to do with me selecting the opportunity object for my dataset task.
The Account object does not have opportunity info associated - if it were, I could work on that object. Would associating the opportunity object to the account object be a gainsight thing or a salesforce thing?
Any guidance would be appreciated.
Best answer by swaroop_badam
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