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avinashthorthi
Contributor ⭐️
Sep 30, 2019 8:23 AM UTC
Solved

Ability to add the Lookup field(SFDC) in the SFDC integration.

Currently while we integrate SFDC with the PX, we have only the 4 types supporting (String/integer/ boolean/ number). While we search

for the fields in the SFDC to map, the lookup fields doesn't show up. We should enable the "lookup" fields also to show up for mapping.

Can we add the Lookup(alphanumeric ID) also to be mapped with the string type in the integrations.

    dileepnalla
    dileepnallaAnswer
    Gainsight Employee ⭐️⭐️
    Sep 30, 2019 9:26 AM UTC
    Workaround:

    Here is the video of the workaround:



    In Description:

    1. Create a text field in SFDC





    2. Create a workflow to load the value from the lookup to the text field.







    Workflow will take care of the automatic updation of the values, and configure that the workflow should be triggered upon change of the lookup field.



    3. Map the newly created text field with PX





    Thanks

    Dileep Nalla

    Thanks, Dileep Nalla
    View in thread

    1 reply

    dileepnalla
    dileepnallaAnswer
    Gainsight Employee ⭐️⭐️
    Sep 30, 2019 9:26 AM UTC
    Workaround:

    Here is the video of the workaround:



    In Description:

    1. Create a text field in SFDC





    2. Create a workflow to load the value from the lookup to the text field.







    Workflow will take care of the automatic updation of the values, and configure that the workflow should be triggered upon change of the lookup field.



    3. Map the newly created text field with PX





    Thanks

    Dileep Nalla

    Translate
    Thanks, Dileep Nalla
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