Skip to main content
New Idea

It would be helpful as an Admin to delete data w/ a Rule instead of manually in Customer Info in SFDC

Related products:None
  • February 26, 2016
  • 2 replies
  • 19 views

angela_cravens
It would be very helpful to have a way to clear out data with a Rule as opposed to having to go into Customer Info and manually clearing (custom label w/data populated by SFDC)

2 replies

sundar
  • Expert ⭐️
  • 534 replies
  • February 29, 2016
Thanks for bringing this up.

What field type are you looking at? Text, Picklist, Number, Multi-picklist or in general everything?

angela_cravens
  • Author
  • Contributor ⭐️
  • 2 replies
  • February 29, 2016
It really should be anything...if the field is a text field (most common) then we should be able to remove what is there before the next rule runs and updates the field.  Numbers I would think should be taken into consideration depending on if these are brought in via SFDC, then they should just "update" but with a populated text if the text is removed or updated in SFDC after it is pulled into Gainsight then the old data still exists.  I realize a picklist or multipicklist would probably be more complex to provide this functionality.

Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings