Creating rules off of related lists
Userlevel 4
Hi Gainsight team-- we spoke at Pulse regarding a customer's interest in the ability to to create rules based off of 'related lists'. I understand that this is planned on the roadmap, but wanted to see if you have any insight into ETA/ timing for this? Thanks!
Userlevel 7
+1
This is something we need as we continue to fall short in reports when we are unable to make a report, CTA, Rule from a related list because it does not have an account ID to associate to.
Userlevel 7
We are making good progress on supporting multi-level lookups on SFDC objects (already have it in MDA). Should address this need of building rules and reports on objects that don't directly have the Account reference available.
Userlevel 7
+1
That is great to hear. Any idea on ETA for this functionality?
Userlevel 7
Kicking this into an Idea as it is already on the radar.
Userlevel 7
The first version is getting released this month. The idea is to let you define flattened out spaces by (1) picking fields from multiple joined Salesforce objects (up to 5 levels); and (2) filtering out all the unwanted data/records you don't wish to expose. These can then be used for reporting, building rules, etc.
There will be a few Data Spaces available OOTB, but you can always create more to address your specific requirements.
There will be a few Data Spaces available OOTB, but you can always create more to address your specific requirements.
Userlevel 7
+1
excited to see this live.
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