Customer field on SF Account Layout

  • 1
  • Question
  • Updated 2 months ago
  • Answered
  • (Edited)
I'm looking to get the Gainsight generated field, Revenue Band, added to the account layout page within Salesforce but I am unaware of a way to get ANY Gainsight related fields on the account layout. Would I have to create a rule to push a Customer field into a new Account field and then add it from there? Hoping there might be a simpler way where I can add Revenue Band directly.

Thanks!
Photo of Shane McCoy

Shane McCoy

  • 302 Points 250 badge 2x thumb

Posted 2 months ago

  • 1
Photo of Dan Ahrens

Dan Ahrens, Official Rep

  • 25,000 Points 20k badge 2x thumb
Hi Shane, you're spot on. If you want to publish some Gainsight data on the Account object, just create a custom field in your SFDC Account object and then push that value from Gainsight to SFDC using a Gainsight rule. 

More info here: https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Use_Rules_to_Lo...
Photo of Shane McCoy

Shane McCoy

  • 302 Points 250 badge 2x thumb
Thanks for the confirmation Dan!