How enable all options on my MDA Object Action Types(Account lookup field missing)?

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  • Updated 3 months ago
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I ́ve created a MDA object, populate it with Bulk API and now i want to create CTAs from it using Rules Engine but i can ́t because "Only few Action types are available as Account lookup fields are not used in the task."

I edited my object to add a field with lookup enabled


But nothing changed on setup rule


And setup action keeps the same message =/


So, how can i enable all action types on my MDA object?
This article could not help me https://support.gainsight.com/Product_Documentation/Rules_Engine/Troubleshooting/Rule_Setup%3A_Unabl...
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Ricardo

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Posted 3 months ago

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Kunal Bhat, Employee

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Hi Ricardo,


The account lookup option appears for fields which have a mapping to SFDC Account ID. This is different from the "Enable Lookup" which adds a join to other MDA objects.

Here's how you would add that mapping in a field:





If you select the SFDC Mapping option you'll see a drop-down where you can select the Account Id field. The account lookup option and the extended actions should show up for you then.


Hope this helps!



Thanks,
Kunal

 
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Ricardo

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Thanks Kunal!!

You not just show me, but teach me, thank you!

Congratulations to all you guys answering here in community! You are doing such a great job! congrats!

When i have a doubt i ́m so confident to come here and ask you guys.

Great job, great job!!

=D
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Kunal Bhat, Employee

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Thanks for the appreciation Ricardo, glad I could help! Do feel free to keep posting out here!