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Closed (Won't Do)

UX Updates to Data Configuration Page for 'Load to SFDC'

Related products:CS Rules Engine
  • June 20, 2016
  • 1 reply
  • 15 views
polina_petriuk
marie
heather_hansen
dave_wu_74b11e
cristina_postolache
  • polina_petriuk
    polina_petriuk
  • marie
    marie
  • heather_hansen
    heather_hansen
  • dave_wu_74b11e
    dave_wu_74b11e
  • cristina_postolache
    cristina_postolache

marie
  • Gainsight Employee ⭐️⭐️
  • 74 replies
It would be great to have two UX updates to the Data Load Configuration page where you enable objects/fields to be used in a 'Load to SFDC' rule.

#1 - After you click the '+' sign to select an Object, it's not clear that you need to click on the object name again to get the fields to show up in the field selection box.
#2 - I find that I am almost always in the process of building a rule when I realize I need to add an object/field to make it work. It would be IDEAL if we could either 1) Open the Data Load Configuration page in a new tab so I can keep my rule page open or 2) Have a button to take me back to my rule or at lease back into the Rule Engine 

 

1 reply

sundar
  • Expert ⭐️
  • 534 replies
  • June 21, 2016
Can't agree more! 
This has been in the radar for a long time but just getting pushed back in priority for some or the other reason. 
The votes on this can really push up the priority of this 🙂 Thanks Marie

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