Just a quick note to say thanks for Data Spaces and job well done!
I created my first data space today and found the interface intuitive. The data space I created is of Opportunity > Account > Parent Account. This is allowing me to run rules based on Closed-Won Opportunities, evaluate fields on the Opportunity, Account and Parent Account to set the Customer Tier and Account Manager. This eliminated the need to get developer support to modify triggers that use a custom lookup object.
Two things that would make the overall project more efficient:
- OR criteria within rule actions
- ability to set a field to the value of another field
Update - you can set a field to the value of another field. Just include both fields in the rule, and then map them as part of the Load to SFDC Action. In my example, 'Parent.Account Manager' to 'Account Manager' in
the action.
Thanks @Manu Mittal.
the action.
Thanks @Manu Mittal.
I'll add that I had to use the ID fields to do the update, since the Account Manager is a User Lookup field. So 'Parent.Account Manager ID' to 'Account Manager'
+4Thanks for your gracious remarks, Kristin, and for your overall support. We truly appreciate your engagement and your guidance on how we can make things better.
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