Create CTA not an action option in Rules Engine

  • 1
  • Problem
  • Updated 11 months ago
  • Solved
Hi,

I'm trying to create a CTA off of a custom MDA table I've imported. I can pull in all my fields, but when I go to the action page of the rule, the only options I get are "Load To SFDC" and "Load to MDA".

I have an Account ID and a CSM ID as fields that I'm pulling in. Is there something specific I need to include to make the CTA action option appear?

Thanks
Photo of Dallis King

Dallis King

  • 702 Points 500 badge 2x thumb

Posted 12 months ago

  • 1
Photo of Martha Stuart

Martha Stuart

  • 936 Points 500 badge 2x thumb
Do you have just "ID" pulled in?
Photo of Scott Morris

Scott Morris, Alum

  • 6,312 Points 5k badge 2x thumb
Hi Dallis:

Is the Account Id in the MDA table mapped Account Id in SFDC?  I can send you screenshots of how to do this if necessary.  
Photo of Ankit Jain

Ankit Jain, Employee

  • 1,254 Points 1k badge 2x thumb
Rules Engine lists only two actions if it cannot identify Account ID field. I think the field should be mapped to SFDC > Account Id mapping.

There appears to be a support article listing how to create a mapping while creating new field in custom objects. Hope this helps:   https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Managing_Data_I...


Photo of Sai Ram Pulluri

Sai Ram Pulluri, Official Rep

  • 9,960 Points 5k badge 2x thumb
Hi Dallis, I recently started going through all of the unanswered  or unresolved problems . Was checking to see if this has been resolved or if it is an ongoing issue? Please let us know if you need any help here?