Hi,
I am in need of assistance in modifying an upsert rule and hopeful a community member can assist. We have a few instances where an SFDC account is a sell-through partner. The opportunities associated with these partner accounts are end customers. In these instances, our CSM needs to be assigned to the end customer, not the partner. I would like to modify our upsert rule from SFDC to Gainsight to treat the opportunity associated with these partner accounts as a Company in Gainsight.
I’d greatly appreciate ideas on the necessary rule syntax or other data modeling strategies to allow this.
And hopefully this is clear - please advise if not and I can hopefully clarify further!
Thanks,
Shon