Most ETL tools allow you to use the SFDC API to write a STRING or TEXT type field into a PICKLIST, where the value will write over if it finds a like match, or will just not write the value if it does find a match. I'd like to see what we can do to make this happen in our Rules Engine.
If I have a STRING field in the MDA, and I need to write that data to either Gainsight or SFDC, and one of those fields on the object is a picklist, i have to create one action for each picklist value and use a combination of + CUSTOM FIELD and CRITERIA to get that value to write in. This is inconvenient, especially for one of the customers I am working with where they have 5 picklist fields. Each picklist has anywhere from 4-8 values, so at a minimum I need multiple rules and multiple actions to manage this.
Looking for thoughts on this!
New Idea
Allow STRING field to write to PICKLIST
Thats a great idea!
You would want to have a catch all in case of there is no match for a given STRING right?
You would want to have a catch all in case of there is no match for a given STRING right?
+3Absolutely! It could serve a dual purpose, where they are allowed to either 1) enter the default value based on the picklist set or 2) enter a NULL value so that the picklist is blank. Does that work?
Just wanted to echo this as a key requirement. Related to the thread over at https://community.gainsight.com/gainsight/topics/cannot-load-data-into-mda-drop-down-list-via-rules-...
Thats a great idea! :D
+3Hi.
Recently I created a rule that will load the data to the Multi Picklist Datatype field.
You can refer to this link.
Thanks.
1 person likes this
While this is listed with a workaround - all the links included in responses appear to error out or I do not have permissions to view the data?
We’re looking to migrate some survey responses into our Customer Attributes to improve data captures and maintenance. While we mimicked the questions set up between the two sources (survey and attribute) the flattened survey response data presents our picklist options as strings which puts us in the same position as the original poster - having to create unique actions for each and every selection option in order to map into the applicable pick list value.
1 person likes this
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.