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
Here is the video on how you can meet your business use case as described above.
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
you can also refer the below community post
Please let me know if you have any further questions, we are happy to assist you.
Thanks,
Dileep Nalla
+1Hi
Here is the video on how you can meet your business use case as described above.
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
you can also refer the below community post
Please let me know if you have any further questions, we are happy to assist you.
Thanks,
Dileep Nalla
+2
+2Thanks for helping
+1Hi
Here is the video on how you can meet your business use case as described above.
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
you can also refer the below community post
Please let me know if you have any further questions, we are happy to assist you.
Thanks,
Dileep Nalla
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