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Ester.Memoli
Ester.Memoli
Helper ⭐️
Oct 7, 2021 1:36 PM UTC
Solved

Transform a SFDC value into another in Gainsight

Hi!

I use Rules to import some data from SFDC to Gainsight. There’s a dropdown list in SF with the following options inside (High, Medium, Low, None), but in Gainsight I’d like to have them shown as 1-High, 2-Medium, 3-Low, 4-None.

Is there a way to “map” the content this way?

 

Thanks

matthew_lind
matthew_lindAnswer
VIP ⭐️⭐️⭐️⭐️⭐️
Oct 7, 2021 2:03 PM UTC

You could use a Transform task in your Setup Rule, with a Case Expression inside it. Within the Case Expression, you can “re-map” the SFDC picklist values from what SFDC serves you to your desired naming convention.

Once you’ve re-mapped your values, you can take that transformed dataset to your Setup Action and write your values to a Gainsight object.

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2 replies

matthew_lind
matthew_lindAnswer
VIP ⭐️⭐️⭐️⭐️⭐️
Oct 7, 2021 2:03 PM UTC

You could use a Transform task in your Setup Rule, with a Case Expression inside it. Within the Case Expression, you can “re-map” the SFDC picklist values from what SFDC serves you to your desired naming convention.

Once you’ve re-mapped your values, you can take that transformed dataset to your Setup Action and write your values to a Gainsight object.

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Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
    Ester.Memoli
    Ester.MemoliAuthor
    Helper ⭐️
    Oct 7, 2021 2:08 PM UTC

    You could use a Transform task in your Setup Rule, with a Case Expression inside it. Within the Case Expression, you can “re-map” the SFDC picklist values from what SFDC serves you to your desired naming convention.

    Once you’ve re-mapped your values, you can take that transformed dataset to your Setup Action and write your values to a Gainsight object.

    Amazing, thanks for your precious help!

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