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jriva
Contributor ⭐️⭐️⭐️⭐️
January 9, 2020
Solved

Add SFDC Custom Field to SFDC Connector

  • January 9, 2020
  • 5 replies
  • 137 views

I want to bring the CSM field from SFDC into PX so I can map it at the account and contact level, but it’s not one of the available field to map. 

Does anyone know how I can add this custom field using via the connector? I want to know who the CSM for accounts and contacts.

 

Thanks!

    Best answer by dileepnalla

    Hi @jriva ,

    Here is the video on how you can meet your business use case as described above.



    In Description:

    1. Create a text field in SFDC


     

    one-426db69e-ff19-4984-9b07-a1a152cb830c-1322342751.png



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

    two-5b4f25c8-5071-4c0b-a438-f0d5c8225760-912894073.png


     

    three-84a2a41f-764c-4677-bb87-0ee634708101-1560133159.png





    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


     

    four-d1afc34a-083e-47b6-a026-54a59b66c583-563062113.png

     

    you can also refer the below community post

    https://community.gainsight.com/px-discussions-22/ability-to-add-the-lookup-field-sfdc-in-the-sfdc-integration-36478

     

    Please let me know if you have any further questions, we are happy to assist you.


    Thanks,
    Dileep Nalla

    5 replies

    dileepnalla
    dileepnallaAnswer
    Gainsight Employee ⭐️⭐️
    January 10, 2020

    Hi @jriva ,

    Here is the video on how you can meet your business use case as described above.



    In Description:

    1. Create a text field in SFDC


     

    one-426db69e-ff19-4984-9b07-a1a152cb830c-1322342751.png



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

    two-5b4f25c8-5071-4c0b-a438-f0d5c8225760-912894073.png


     

    three-84a2a41f-764c-4677-bb87-0ee634708101-1560133159.png





    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


     

    four-d1afc34a-083e-47b6-a026-54a59b66c583-563062113.png

     

    you can also refer the below community post

    https://community.gainsight.com/px-discussions-22/ability-to-add-the-lookup-field-sfdc-in-the-sfdc-integration-36478

     

    Please let me know if you have any further questions, we are happy to assist you.


    Thanks,
    Dileep Nalla

    Thanks, Dileep Nalla
      harshibanka
      harshibanka
      Gainsight Employee ⭐️⭐️
      January 10, 2020

      @dileepnalla Thanks for the detailed answer!

       

      @jriva , just to clarify, PX Connector to CS currently pushes data from PX to CS. To ingest data from CS, we use SFDC.

      Harshi (pronounced like the Hershey's chocolate); PLG and Digital CS Evangelist
        link_black
        link_black
        Gainsight Employee ⭐️⭐️
        January 10, 2020

        Thanks for helping @dileepnalla !

        -- Link
        J
        jrivaAuthor
        Contributor ⭐️⭐️⭐️⭐️
        January 12, 2020

        Thanks @dileepnalla - I’ll try that out and let you know how it goes.

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        January 22, 2020

        Hi @jriva ,

        Here is the video on how you can meet your business use case as described above.



        In Description:

        1. Create a text field in SFDC


         

        one-426db69e-ff19-4984-9b07-a1a152cb830c-1322342751.png



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

        two-5b4f25c8-5071-4c0b-a438-f0d5c8225760-912894073.png


         

        three-84a2a41f-764c-4677-bb87-0ee634708101-1560133159.png





        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


         

        four-d1afc34a-083e-47b6-a026-54a59b66c583-563062113.png

         

        you can also refer the below community post

        https://community.gainsight.com/px-discussions-22/ability-to-add-the-lookup-field-sfdc-in-the-sfdc-integration-36478

         

        Please let me know if you have any further questions, we are happy to assist you.


        Thanks,
        Dileep Nalla

        @dileepnalla Thanks for the detail description. 

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