formula in activity field for gainsight user id
CS Rules & Permissions
Is it possible to create a custom formula field on an Activity record that will populate with the Gainsight user name? My goal is to have this formula field value populate a text field in Salesforce.
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Changing this to an idea post and redirecting this to product team.
Depending on the complexity of the formula, you can do the calculation or aggregation or pivot right in the Bionic Rule and then write the transformed data directly to the field, too. Details on data transformation tasks: https://support.gainsight.com/Rules_Engine/Admin_Guides/Bionic_Rules_Task_Creation#Transform_Data