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will_watkinson
Contributor ⭐️
December 9, 2016
Open

Add ability to monitor for and insert values into picklist field that are not available in the picklist

Related products:CS Rules Engine
  • December 9, 2016
  • 18 replies
  • 261 views
Sometimes automation, or dataloading is used to insert values into picklist fields that do not exist in the picklist field. It would be useful to have the ability to monitor for and insert values into picklist fields that do not exit there by adding the option to write in when reading from, or writing to a picklist instead of just being able to select one of the available picklist options.

    18 replies

    Helper ⭐️⭐️⭐️
    October 26, 2021

    @bradley If we had a capability to sync pick list from different systems like Salesforce instead of dynamically adding pick list values, will it solve the use case?

    bradley
    Expert ⭐️
    October 26, 2021

    @bradley If we had a capability to sync pick list from different systems like Salesforce instead of dynamically adding pick list values, will it solve the use case?

    Essentially that’s what we’re asking for - I’m not quite sure how your two options differ though so an example would probably be helpful.

     

    On my end, if I have a salesforce picklist/multipicklist mapped to an MDA object field of the same data type, the only way to keep my MDA picklist values up to date with what I’m mapping to it from Salesforce is to do so manually which is not great.

    Helper ⭐️⭐️⭐️
    October 27, 2021

    @bradley Let me explain these 2 scenarios with an example -

    Scenario 1 : During a data load, we come across a picklist value which is not part of the picklist field - which then needs to be added manually. By automating this picklist value addition, we get rid of manual effort but this might lead to junk values getting added to picklist field.

    Scenario 2 : This is same as your example, where salesforce picklist/multipicklist mapped to an MDA object field of same data type has got new picklist values , which then needs to be manually updated in gainsight currently. In this case, automating the sync between salesforce picklist values and gainsight will ensure no manual effort is needed.

    So, my question is - If we provide functionality to handle scenario 2, will it solve the use case?

    bradley
    Expert ⭐️
    October 27, 2021

    @bradley Let me explain these 2 scenarios with an example -

    Scenario 1 : During a data load, we come across a picklist value which is not part of the picklist field - which then needs to be added manually. By automating this picklist value addition, we get rid of manual effort but this might lead to junk values getting added to picklist field.

    Scenario 2 : This is same as your example, where salesforce picklist/multipicklist mapped to an MDA object field of same data type has got new picklist values , which then needs to be manually updated in gainsight currently. In this case, automating the sync between salesforce picklist values and gainsight will ensure no manual effort is needed.

    So, my question is - If we provide functionality to handle scenario 2, will it solve the use case?

    Yes, if we can sync values coming and going that would be great (scenario 2).

     

    The one caveat to all of this is that currently Gainsight cannot ‘see’ deactivated picklist values. So if a picklist value is deactivated in Salesforce but there are still records with that deactivated picklist, any sync job will fail. If you solve for that in the process than :money_mouth:

    Helper ⭐️⭐️⭐️
    November 2, 2021

     

    Hi @bradley , thanks for providing this clarity. We will look into this use case/functionality and update here once there is any confirmation on timelines.

     

     

    Helper ⭐️⭐️⭐️
    January 5, 2022

     

    Hello! Happy to let you all know, this feature is part of connectors team roadmap and will be tentatively picked up in Q2/Q3 2022.

     

    Thanks!

     

    anirbandutta
    Expert ⭐️
    September 26, 2023
    Updated idea statusUnder ConsiderationAcknowledged
    Idea merged into:

    All the votes from this idea have been transferred.
    It's an opportunity for engagement
    anirbandutta
    Expert ⭐️
    September 26, 2023
    Idea merged into:

    All the votes from this idea have been transferred.
    It's an opportunity for engagement