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angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
August 21, 2025
New Idea

Relationship Rules allow Load to SF actions

Related products:CS Rules Engine
  • August 21, 2025
  • 1 reply
  • 20 views

When creating a Rule, we must select if it is a Company or Relationship Rule.  When you Select Relationship, there is never an action available to Load to SF.  So if your dataset needs to both create a CTA for Relationship and update SF, you need to re-create the dataset and run 2 identical Rules instead of just creating a second action from 1 Rule.  Please fix this.

1 reply

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
August 22, 2025

Why? Just… why?

We should be able to set up for maximum efficiency, and having to make two rules instead of one is the exact opposite. Especially when limits are considered, and optimizing sync schedules.

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member