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Add SFDC Custom Field to SFDC Connector

  • 9 January 2020
  • 5 replies
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J
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I want to bring the CSM field from SFDC into PX so I can map it at the account and contact level, but it’s not one of the available field to map. 

Does anyone know how I can add this custom field using via the connector? I want to know who the CSM for accounts and contacts.

 

Thanks!

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Best answer by dileepnalla 10 January 2020, 06:55

Hi @jriva ,

Here is the video on how you can meet your business use case as described above.

https://share.vidyard.com/watch/bHFMKtjqCxh9eiHCQy4s8j?

In Description:

1. Create a text field in SFDC


 

one-426db69e-ff19-4984-9b07-a1a152cb830c-1322342751.png



2. Create a workflow to load the value from the lookup to the text field.
 

two-5b4f25c8-5071-4c0b-a438-f0d5c8225760-912894073.png


 

three-84a2a41f-764c-4677-bb87-0ee634708101-1560133159.png





Workflow will take care of the automatic updation of the values, and configure that the workflow should be triggered upon change of the lookup field.



3. Map the newly created text field with PX


 

four-d1afc34a-083e-47b6-a026-54a59b66c583-563062113.png

 

you can also refer the below community post

https://community.gainsight.com/px-discussions-22/ability-to-add-the-lookup-field-sfdc-in-the-sfdc-integration-36478

 

Please let me know if you have any further questions, we are happy to assist you.


Thanks,
Dileep Nalla

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5 replies

dileepnalla
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Hi @jriva ,

Here is the video on how you can meet your business use case as described above.

https://share.vidyard.com/watch/bHFMKtjqCxh9eiHCQy4s8j?

In Description:

1. Create a text field in SFDC


 

one-426db69e-ff19-4984-9b07-a1a152cb830c-1322342751.png



2. Create a workflow to load the value from the lookup to the text field.
 

two-5b4f25c8-5071-4c0b-a438-f0d5c8225760-912894073.png


 

three-84a2a41f-764c-4677-bb87-0ee634708101-1560133159.png





Workflow will take care of the automatic updation of the values, and configure that the workflow should be triggered upon change of the lookup field.



3. Map the newly created text field with PX


 

four-d1afc34a-083e-47b6-a026-54a59b66c583-563062113.png

 

you can also refer the below community post

https://community.gainsight.com/px-discussions-22/ability-to-add-the-lookup-field-sfdc-in-the-sfdc-integration-36478

 

Please let me know if you have any further questions, we are happy to assist you.


Thanks,
Dileep Nalla

Thanks, Dileep Nalla
harshibanka
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@dileepnalla Thanks for the detailed answer!

 

@jriva , just to clarify, PX Connector to CS currently pushes data from PX to CS. To ingest data from CS, we use SFDC.

Client Outcomes Director, PX
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Thanks for helping @dileepnalla !

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J
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Thanks @dileepnalla - I’ll try that out and let you know how it goes.

sai_ram
Userlevel 7
Badge

Hi @jriva ,

Here is the video on how you can meet your business use case as described above.

https://share.vidyard.com/watch/bHFMKtjqCxh9eiHCQy4s8j?

In Description:

1. Create a text field in SFDC


 

one-426db69e-ff19-4984-9b07-a1a152cb830c-1322342751.png



2. Create a workflow to load the value from the lookup to the text field.
 

two-5b4f25c8-5071-4c0b-a438-f0d5c8225760-912894073.png


 

three-84a2a41f-764c-4677-bb87-0ee634708101-1560133159.png





Workflow will take care of the automatic updation of the values, and configure that the workflow should be triggered upon change of the lookup field.



3. Map the newly created text field with PX


 

four-d1afc34a-083e-47b6-a026-54a59b66c583-563062113.png

 

you can also refer the below community post

https://community.gainsight.com/px-discussions-22/ability-to-add-the-lookup-field-sfdc-in-the-sfdc-integration-36478

 

Please let me know if you have any further questions, we are happy to assist you.


Thanks,
Dileep Nalla

@dileepnalla Thanks for the detail description. 

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