Hello, I am trying to create a rule by merging the GS Relationship and Timeline. I've pulled in the CSM ID, CSM Name, and Author ID fields, but nothing is appearing under the Owner Field section in the Merge. They're visible under the Criteria section though. Could someone clarify expected behavior? Thanks!
I think this is happening because your merge has the CSM's GSID as opposed to the CSM's SFDC User ID (happens to me all the time). To have CSM be available in the Owner Field (for either Account or Relationship), you'll need the Salesforce User ID. It's pretty easy to tell which is being pulled into the rule– preview the dataset where you're pulling in CSM ID and ensure that it's an 18 digit ID (the GSID, the one you don't want, will be much longer, 36 digits I think.)