I *think* this can be accomplished via the Rules engine, but now sure how. I typically use CoPilot for email outreach, so not much experience with Rules Engine sending emails.
Any guidance?
Thanks!
-Ben
Best answer by heather_hansen
View originalHow do you update a Salesforce field via the Rules Engine?
We are sending out a mass email to customers when their Support Plan changes. We are filtering who is getting this based on a checkbox in Salesforce. We would like to have that checkbox be unchecked once the email is sent.
I *think* this can be accomplished via the Rules engine, but now sure how. I typically use CoPilot for email outreach, so not much experience with Rules Engine sending emails.
Any guidance?
Thanks!
-Ben
I *think* this can be accomplished via the Rules engine, but now sure how. I typically use CoPilot for email outreach, so not much experience with Rules Engine sending emails.
Any guidance?
Thanks!
-Ben
Userlevel 7
+11
Hi Ben,
There's an available action called Load to SFDC Object. Here's an article that should help: https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Use_Rules_to_Lo...
And here's a screenshot of how we are updating a field on the Contact object in SF.
There's an available action called Load to SFDC Object. Here's an article that should help: https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Use_Rules_to_Lo...
And here's a screenshot of how we are updating a field on the Contact object in SF.
Userlevel 6
+2
Hi Ben,
You don't have to send emails using the Rules Engine to achieve this. You can continue using CoPilot, and then separately write a rule on top of Email Logs to flag the corresponding Contact records in Salesforce (as Heather highlighted above).
Is the purpose of unchecking just to ensure they don't get the same email again, or are there other processes that depend on this flag?
Thanks,
Manu
You don't have to send emails using the Rules Engine to achieve this. You can continue using CoPilot, and then separately write a rule on top of Email Logs to flag the corresponding Contact records in Salesforce (as Heather highlighted above).
Is the purpose of unchecking just to ensure they don't get the same email again, or are there other processes that depend on this flag?
Thanks,
Manu
Thanks all. @Manu its actually for a couple reasons. We track changes to Support Plan and changes to it, and then educate customers on that change. Once they have been communicated, we want to uncheck. Then if the plan changes again in the future, we can re-educate to whatever their new plan is.
Hopefully that makes sense.
Hopefully that makes sense.
Follow-up Question: I am looking to update an Account Level field. With this workflow, it is attempting to update that field for the Account for each instance of the contact.
Will that be a problem?
Will that be a problem?
Hi Ben:
Account Id is stored in the Email Logs table, so you'd use that as your identifier as opposed to a Contact field such as Contact Id or Email address.
Scott
Account Id is stored in the Email Logs table, so you'd use that as your identifier as opposed to a Contact field such as Contact Id or Email address.
Scott
Userlevel 6
+2
By using two 'Load to SFDC' actions in the same rule? Should be OK as long as all queried Contacts have the same value. If you need to aggregate (e.g., # of emailed Contacts per Account), you'd obviously need a separate rule.
This worked great folks. Thank you for all your help!
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