Whenever we try to map a Number datatype field in Task sync, the Task field mappings is not listing corresponding Number datatype fields from Salesforce.
Question
Unable to map number datatype to SFDC in CS Task sync mappings
+4
+11In the meantime, any time you’re writing to SFDC, here are 2 best practices:
- Ensure your OAuth user has permissions within Salesforce to any fields you wish to view or edit. (And remember, it’s possible your personal Salesforce user can view/edit the field, even while your OAuth user cannot.)
- Use the Refresh Metadata in the Salesforce Connector, especially if the Salesforce fields are new or recently modified. Though the Refresh Metadata runs once weekly on an automated basis, running it manually can cause Gainsight to “see” any field metadata changes on-demand. More at this link.
Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
+4Thank you for the steps, @Matthew_lind
Indeed, all the steps were followed earlier, and I can see this Salesforce fields in other modules. CS Task Mappings currently have a limitation that prevents us from seeing Numeric datatype while mapping.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.