Skip to main content
Question

Unable to find a SFDC field in Gainsight CS Rules engine

  • November 25, 2021
  • 2 replies
  • 43 views

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
Forum|alt.badge.img+13
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 954 replies
  • November 27, 2021

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

jean.nairon
Forum|alt.badge.img+4
  • Expert ⭐️
  • 421 replies
  • December 2, 2021

+1 on what Heather said!


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings