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Contributor ⭐️
Nov 25, 2021 6:42 PM UTC
Question

Unable to find a SFDC field in Gainsight CS Rules engine

I have a Date field in Gainsight CS on the Company table

It matches the same type (Date) as a field in Salesforce

 

When I am searching for the field in a rule chain so I can update Gainsight CS with the Salesforce updated data I am unable to find the field

Field on Company table

 

Rules Engine Fetch from Account

 

2 replies

heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
Nov 27, 2021 4:49 PM UTC

It could be a few things here. Here are the things I would check:

  1. The Gainsight user for the SFDC integration doesn’t have access to view that field.
  2. You need to refresh the metadata for the SFDC connection (this usually happens if it’s a new field that was added.)
  3. You might need to add it in the Permissions (Load Actions) in the Rules Engines → Rules Settings
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jean.nairon
Expert ⭐️
Dec 2, 2021 2:01 PM UTC

+1 on what Heather said!

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Jean