Add account lookup to mda object

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  • Updated 5 months ago
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I have identified multiple use cases for generating powerlists based on the data in one of our MDA objects.  However, I am unable to use this object because account lookup was not enabled when it was created.  Fortunately we do have the account id field included in the object but I am unable to establish the lookup link to the account object (not in the dropdown).  All assistance on solving this one is greatly appreciated, thanks!
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Dale Parent

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Posted 5 months ago

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Dan Ahrens, Gainster (employee)

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HI Dale, have you tried using a Bionic Query for this? It's essentially a powerlist with the capabilities of Bionic Rules when it comes to merging and transforming data sets. 

More info here:https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...
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Dale Parent

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Hi Dan,

I haven't tried advanced outreaches yet and it looks like this will do the trick.  Thanks very much for the suggestion and linking the how-to.