EMEA Admin Office Hours - 07/10/21

  • 4 October 2021
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This thread is for the Admin Office Hours session for Thursday Oct 7th ,2021. Submit your questions to this thread and we'll address them during our session at 1-3PM UK Time

There is no need to register for the sessions anymore. If you have a question, please post below or join the meeting. I will go in order of posts below or joining the session.

 

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https://gainsight.zoom.us/j/99150084271?pwd=QmozQkpNSm1rMDZPYk1mZGE0NHhKUT09

Meeting ID: 991 5008 4271
Password: 931784
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Hi baji_bathula

We want to push contacts that have participated in a Journey Orchestrator journey to an SFDC Campaign. Our campaign member object cannot be written to by GS nor other systems. All logic is built with workflows directly within the campaign member object where we run a lookup for a specific attribute in the contact object and have an action write the user as a campaign member for the designated campaign. 

Currently, we have a boolean attribute for each contact that indicates whether or not the contact partook in the Gainsight person object. 

Instead of having to recreate the boolean attribute in the SFDC contact object and have a rule write to SFDC based on GS status as it’s not scalable for our future programs, we would like Salesforce to do the lookup directly in the Gainsight Person object (whose baseline data comes from the contact object anyway) to determine if the boolean is set to true, and based on that, write the contact as a campaign member. 

There is no value in adding this boolean attribute to the contact object in SFDC since we want the info to be stored in the campaign member object for reporting purposes (impact on ARR, renewals etc.). 

Is there a way we would enable SFDC to read from the GS person object?

Thanks!

Alizée

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