"Only few actions are shown for the selected task as Account field is not present"

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Hi, I am trying to create a Rule that will create a Success Plan when a New Subscription opportunity is closed/won.
To do so, I setup the Rule from the Opportunity object, which contains Opportunity, Account and Customer info.
However, Setup action says "Only few actions are shown for the select task as account field is not present".
I assume this has something to do with me selecting the opportunity object for my dataset task.

The Account object does not have opportunity info associated - if it were, I could work on that object. Would associating the opportunity object to the account object be a gainsight thing or a salesforce thing?
Any guidance would be appreciated.
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Ian Pearthree

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Posted 1 month ago

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Marcelo, Champion

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The opportunity has to have a field that references the account the opportunity is associated to. Add that to the list of fields you are brining in and should fix your issue.
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Swaroop Badam, Employee

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Hi Ian,

You have dropped account id from the Account section. But the account id field needs to be dropped from the Opportunity object which you have selected in "Account Lookup" drop-down.
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Ian Pearthree

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Thank you both, and thank you Swaroop for naming the specific field I needed. I understand now and appreciate your help