formula in activity field for gainsight user id

  • 1
  • Idea
  • Updated 4 weeks ago
Is it possible to create a custom formula field on an Activity record that will populate with the Gainsight user name? My goal is to have this formula field value populate a text field in Salesforce. 
Photo of Christine Chapa

Christine Chapa

  • 70 Points
  • confused

Posted 4 weeks ago

  • 1
Photo of Dan Ahrens

Dan Ahrens, Official Rep

  • 25,920 Points 20k badge 2x thumb
Hi Christine, I don't think I have enough details to be very specific in my recommendations, but broadly speaking, yes, you can use Gainsight Bionic Rules to write any data (from Gainsight or from SFDC) to an SFDC object (assuming permissions are properly configured). List of actions you can take from a Gainsight Bionic rule: https://support.gainsight.com/Rules_Engine/Admin_Guides/Setup_Rule_Action_Types#Setup_Actions

Depending on the complexity of the formula, you can do the calculation or aggregation or pivot right in the Bionic Rule and then write the transformed data directly to the field, too. Details on data transformation tasks: https://support.gainsight.com/Rules_Engine/Admin_Guides/Bionic_Rules_Task_Creation#Transform_Data