Improve SFDC Picklist and MDA Picklist Comparison in Horizon Rules/Data designer
Context:
If you have an SFDC Picklist and an MDA Picklist that both have the same values, you cannot easily compare them. For example, your picklist in both systems looks like this:
- Value 1
- Value 2
- Value 3
with your field names of MDA_Picklist and SFDC_Picklist
If you want to filter records where MDA_Picklist = SFDC_Picklist it won’t work, because the picklists are treated as GSID and SFDCIDs, respectively, and obviously won’t match.
To date, you’ve had to solve this by adding transformation steps and Case fields (which are tedious and hard to manage) to convert a particular Picklist value to a String output, and then compare those case fields. Or fully duplicate picklists as string fields.
Problem:
Data Designer (DD) and Horizon Rules (HR) give us the ability to easily duplicate an MDA Picklist as a String picklist “Label” field. That only solves half the problem.
SFDC Picklists can be “mapped” to an MDA picklist but you still cannot compare it to an MDA Picklist in a filter such as MDA_Picklist = Converted_SFDC_Picklist.
You also do not have the option to duplicate an SFDC Picklist to a String label equivalent like you do with an MDA Picklist.
While Gainsight states that “SFDC Picklists are treated as Strings”, that is ONLY true for joins, and possibly if you’re using DD and publishing it as an MDA. It does not work in data prep to compare values.
Request:
The request is to solve this requirement to use case statements in data prep if you want to compare MDA and SFDC Picklists.
An example of a useful solution would be to give us the same duplicate to string Label field like we have for MDA picklists.
Another example would be when you map an SFDC Picklist to an MDA picklist, actually let you compare values to an MDA Picklist as if it were one.