Most ETL tools allow you to use the SFDC API to write a STRING or TEXT type field into a PICKLIST, where the value will write over if it finds a like match, or will just not write the value if it does find a match. I'd like to see what we can do to make this happen in our Rules Engine.
If I have a STRING field in the MDA, and I need to write that data to either Gainsight or SFDC, and one of those fields on the object is a picklist, i have to create one action for each picklist value and use a combination of + CUSTOM FIELD and CRITERIA to get that value to write in. This is inconvenient, especially for one of the customers I am working with where they have 5 picklist fields. Each picklist has anywhere from 4-8 values, so at a minimum I need multiple rules and multiple actions to manage this.
Looking for thoughts on this!
Allow STRING field to write to PICKLIST
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You would want to have a catch all in case of there is no match for a given STRING right?
Hi.
Recently I created a rule that will load the data to the Multi Picklist Datatype field.
You can refer to this link.
Thanks.
While this is listed with a workaround - all the links included in responses appear to error out or I do not have permissions to view the data?
We’re looking to migrate some survey responses into our Customer Attributes to improve data captures and maintenance. While we mimicked the questions set up between the two sources (survey and attribute) the flattened survey response data presents our picklist options as strings which puts us in the same position as the original poster - having to create unique actions for each and every selection option in order to map into the applicable pick list value.