Any help would be appreciated!
Solved
How to load to the Person Object
+2I could be missing how to do this in the documentation, but struggling to see how to load to the person object through a rule. My end goal is to actually load to the company person object, but from everything I can see, the Person ID is required to do that. I don't see a rule action or ability through S3 to load to the person object. Documentation seems to make it sound possible but I'm not seeing the ability in the load to company person object.
Any help would be appreciated!
Any help would be appreciated!
Best answer by kunal_bhat
Hi Joe,
It's been a while since your post, but replying to help out others.
You can load to Person using either the SFDC/Dynamics connector, or using rules engine.
Here's some docuementation on the rules engine action to load to person:
https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Types
Thanks,
Kunal
View originalIt's been a while since your post, but replying to help out others.
You can load to Person using either the SFDC/Dynamics connector, or using rules engine.
Here's some docuementation on the rules engine action to load to person:
https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Types
Thanks,
Kunal
Hi Joe,
It's been a while since your post, but replying to help out others.
You can load to Person using either the SFDC/Dynamics connector, or using rules engine.
Here's some docuementation on the rules engine action to load to person:
https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Types
Thanks,
Kunal
It's been a while since your post, but replying to help out others.
You can load to Person using either the SFDC/Dynamics connector, or using rules engine.
Here's some docuementation on the rules engine action to load to person:
https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Types
Thanks,
Kunal
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