Current situation:
The Company Object cannot lookup directly to the SFDC account, therefore, we need to import fields from salesforce to use in reports and rules. This is done hourly and is a big constraint on the system prone to errors when there is a Salesforce upgrade or changes in Salesforce. Here are just a FEW of the RECENT headaches I have personally experienced with the field duplication in Company vs. a lookup:
- Salesforce deletes fields that are imported with Gainsight Connect and the job fails
- Company field is a different type (such as String) than the Salesforce field (such as picklist) and I can no longer use 1 global filter for reports that use either account (CTA) or Company (Scorecard) to surface that field
- Note: I tried to create a new field with picklist type, but the string field is embedded in so many workflows that we cannot remove the mapping from the string field, and we cannot use the same account field to map to 2 Company fields
Request:
Allow the Company Object to lookup to the account id. For our use case, we can stop using the Company imported fields and slowly migrate our existing rules, reports and dependencies from the old fields until we are just using the Gainsight-specific Company fields and the SFDC lookup fields.
