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

  • 30 September 2019
  • 1 reply
  • 77 views

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.


Best answer by dileepnalla

Workaround:



Here is the video of the workaround:



https://share.vidyard.com/watch/bHFMKtjqCxh9eiHCQy4s8j?



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


View original

dileepnalla
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  • Gainsight Employee ⭐️⭐️
  • September 30, 2019
Workaround:



Here is the video of the workaround:



https://share.vidyard.com/watch/bHFMKtjqCxh9eiHCQy4s8j?



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



Reply


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