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.
New Idea
Relationship Rules allow Load to SF actions
+12
+7Why? 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.
Senior Email Ops @ Recorded Future, 2025 Gainsight CS Ops Product Council Member
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