Deletion via Rules Engine

  • 19
  • Idea
  • Updated 7 months ago
  • Under Consideration
Being able to delete from Objects in SFDC and MDA via the rules engine. We all understand that this is a risky feature to deploy. But there are some use cases that are compelling enough to warrant this request. Any please post your use cases below in the comments and like this post if you support this feature.
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Samuel Cummings, Employee

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Posted 1 year ago

  • 19
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Ashok Dugaputi, Employee

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Sam - I agree. Currently we support INSERT, UPDATE or UPDATE & INSERT but DELETE or DELETE & INSERT are very much required.

Good use case is around mapping tables or bridge tables which are well maintained the customers DW and they just want to be synchronized to the same one in Gainsight.
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Dan Ahrens, Official Rep

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I like this idea. 

A good use case would be where customers use an MDA table to track historical changes (week over week, for example) by copying data from SFDC on a specific cadence. 

After some period of time, older historical data needs to be purged and doing this via a rule makes a ton of sense.
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Denise Stokowski, Official Rep

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We are starting to work on support for these kind of actions within MDA.  We are starting with making sure we have a way to understand how the change needs to be propagated.  We want to make sure to handle any referential integrity (don't orphan items).
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JohnPaul Dicks

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This would be a huge win for us, allowing for automatic maintenance of app/usage data based on account conditions in Salesforce.

Specifically, I'd like to be able to delete certain rows of data that meet specified conditions (this could also be accomplished by inserting null values into MDA tables). Additionally, I want to be able to delete specific rows that meet specified criteria (ID x, for example).
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Daniel Oberes, Alum

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This would be big for us.

Our use case is for CoPilot - we don't want to maintain continually growing MDA table for daily outreach. We'd like to clear out the old data so we only maintain the data we need for the jobs. 

The table could get huge - we're pulling in contacts.There's no value to us to keep this data ongoing.

Right now, we're looking at manually purging the data.
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Dan Ahrens, Official Rep

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Hi Daniel,

I'm curious about the use case you mentioned above. It sounds like you might be creating a custom MDA table with data that you use for an outreach. Is that because a standard powerlist won't work for your needs?
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Daniel Oberes, Alum

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Yes, would have loved to use standard powerlist functionality. 

There are a couple of reasons - if there is a different solution then I'd like to hear it.

We are stitching together data points across multiple record types for template tokens. Dataspaces won't suffice either.

On top of account attributes, we're filtering for contacts that have a specific Account Relationship type (not to be confused with Gainsight relationships, these are Contact to Account Relationship types, like Admin or Named Caller). 

I've provided my CSM with the design spec if you're interested. It's changed a bit but essentially, it's all there.
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Dan Ahrens, Official Rep

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Gotcha. Makes sense that you went the MDA approach. That was required in the standard CoPilot tool, but with the new Advanced Outreaches, you can add participants using the more advanced Query Builder - this basically lets you leverage the power of Bionic rules to create any amalgam of data across SFDC and MDA data objects as well as perform advanced merges, transformations, pivots and filters. 

Check out this article with more details:

I think this might be a cleaner way to achieve what you did previously with building custom tables. 
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Daniel Oberes, Alum

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Thanks! Last I looked at Advanced Outreach, it was limited to Surveys.
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Justin Flannery

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This feature would be huge for us. We use the custom MDA report in our C360 to highlight errors in our clients' dashboards that need fixing. The errors usually are resolved same day. Once the fix is complete the data needs to go so new errors can be brought in the next day.