We are sending out a mass email to customers when their Support Plan changes. We are filtering who is getting this based on a checkbox in Salesforce. We would like to have that checkbox be unchecked once the email is sent.
I *think* this can be accomplished via the Rules engine, but now sure how. I typically use CoPilot for email outreach, so not much experience with Rules Engine sending emails.
Any guidance?
Thanks!
-Ben
Solved
How do you update a Salesforce field via the Rules Engine?
Best answer by heather_hansen
Hi Ben,
There's an available action called Load to SFDC Object. Here's an article that should help: https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Use_Rules_to_Lo...
And here's a screenshot of how we are updating a field on the Contact object in SF.
View originalThere's an available action called Load to SFDC Object. Here's an article that should help: https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Use_Rules_to_Lo...
And here's a screenshot of how we are updating a field on the Contact object in SF.
+13Hi Ben,
There's an available action called Load to SFDC Object. Here's an article that should help: https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Use_Rules_to_Lo...
And here's a screenshot of how we are updating a field on the Contact object in SF.
There's an available action called Load to SFDC Object. Here's an article that should help: https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Use_Rules_to_Lo...
And here's a screenshot of how we are updating a field on the Contact object in SF.
+2Hi Ben,
You don't have to send emails using the Rules Engine to achieve this. You can continue using CoPilot, and then separately write a rule on top of Email Logs to flag the corresponding Contact records in Salesforce (as Heather highlighted above).
Is the purpose of unchecking just to ensure they don't get the same email again, or are there other processes that depend on this flag?
Thanks,
Manu
You don't have to send emails using the Rules Engine to achieve this. You can continue using CoPilot, and then separately write a rule on top of Email Logs to flag the corresponding Contact records in Salesforce (as Heather highlighted above).
Is the purpose of unchecking just to ensure they don't get the same email again, or are there other processes that depend on this flag?
Thanks,
Manu
Thanks all. @Manu its actually for a couple reasons. We track changes to Support Plan and changes to it, and then educate customers on that change. Once they have been communicated, we want to uncheck. Then if the plan changes again in the future, we can re-educate to whatever their new plan is.
Hopefully that makes sense.
Hopefully that makes sense.
-Ben
1 person likes this
Follow-up Question: I am looking to update an Account Level field. With this workflow, it is attempting to update that field for the Account for each instance of the contact.
Will that be a problem?
Will that be a problem?
Hi Ben:
Account Id is stored in the Email Logs table, so you'd use that as your identifier as opposed to a Contact field such as Contact Id or Email address.
Scott
Account Id is stored in the Email Logs table, so you'd use that as your identifier as opposed to a Contact field such as Contact Id or Email address.
Scott
+2By using two 'Load to SFDC' actions in the same rule? Should be OK as long as all queried Contacts have the same value. If you need to aggregate (e.g., # of emailed Contacts per Account), you'd obviously need a separate rule.
This worked great folks. Thank you for all your help!
-Ben
Reply
Rich Text Editor, editor1
Editor toolbars
Press ALT 0 for help
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.