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darkknight
Expert ⭐️
May 4, 2021
Development

Rules Engine: Allow ability to upsert on Load to User

Related products:CS Rules Engine
  • May 4, 2021
  • 14 replies
  • 198 views

SF Connectors aren’t robust enough to account for loading data based on a combination of logical factors, i.e. when you need to load users based on values in a different object than User.

For example, we want to load in external contractors but only when they have been assigned to a Project in SFDC.

Discovered yesterday that Load to User only support Update, not Upsert.  This is very restrictive.  Need to have the ability to Insert and Upsert into the user table.

 

 

14 replies

Neha Gupta
Contributor ⭐️⭐️⭐️⭐️⭐️
October 22, 2021

Hi @spencer_engel,

Sorry for the inconvenience caused. We are working upon it. Will keep you posted once we finalise a timeline for it.

Thanks and regards,
Neha

jnunes
Gainsight Employee ⭐️
Gainsight Employee ⭐️
November 19, 2021

Adding my input here.

 

With no access to the User API and the inability to Upsert on User, the presents extra overhead for the GS Admin when users must be sourced from external systems that are not the standard CRMs. It becomes an entirely manual and tedious process.

 

Hoping for this to change soon. Thanks!

Neha Gupta
Contributor ⭐️⭐️⭐️⭐️⭐️
December 16, 2021

@jnunes can we get on a call to understand the use case for Upsert?

Contributor ⭐️⭐️
September 12, 2024

We keep our employee records on a non-commercial system and bring in new & updated records via CSV.  We need an Upsert function on the Load to User rule action.  The lack of this means we are required to build an API-based integration for this single use case -- which adds a whole new subsystem to our maintenance and support footprint.