I’m mid-implementation and have several CSMs who have been keeping their customer notes in whatever format they can (one reason we bought gainsight). I need to get all of those notes into the appropriate activity timelines. Parsing the notes into an ingestible csv with mapped company names and properly formatted dates is easy. Ingesting the notes into a custom object via bulk API is easy.
The problem is when I want to load those notes via the rules engine Load to Activities action. That action only allows mapping of String type fields to the Activity Notes, a field that is explicitly set as Rich Text in the schema. A good portion of the notes are well in excess of the maximum of 255 characters dictated by the GS String type. See the issue? Also, why is the Milestone type the only one allowed by the action? Why can’t I just use a custom field in the action mapping screen to set it to one of the dropdown values on load?
I don’t understand these design choices and they should be changed.