Question

Issues writing from Bionic Rules to Salesforce

  • 25 July 2019
  • 7 replies
  • 94 views
james_whitehead
Userlevel 3
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Good Afternoon-



I'm trying to write a rule to write some scorecard data to Salesforce and am running into a problem:



The action I was expecting to see, "Load to SFDC" or "Load to Salesforce Object" (cannot remember the exact terminology) does not populate.



Did Gainsight remove this functionality?



Thanks



-Jim


7 replies

keith_mattes
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Userlevel 5
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Did you include your AccountID field or account identifier field in the rule? If not, it will not present certain Actions.


Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
james_whitehead
Userlevel 3
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I have :



Fetch Health Score: Company ID --> SFDC Account ID



Fetch from Salesforce: Account::Account ID



Fetch from GS Relationship::ID



Merge 1: Health Score and Salesforce



Merge 2: Merge 1 and GS Relationship


james_whitehead
Userlevel 3
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I just added:



Account::Account ID to my GS Relationship Fetch.


lila_meyer
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Userlevel 7
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Hi Jim, I'm wondering if this is a permission issue. This article explains how permissions to load to objects may need to be modified.


Lila Meyer, Dir. Global Education Services
james_whitehead
Userlevel 3
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I'll look at it Lila.



What's strange is that I built rules that accessed this action back when Custom rules were available.



Did permissions change between then and now?



Thanks



-Jim


james_whitehead
Userlevel 3
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Support has gotten back to me: I'm trying to write (gainsight) Relationship-level health score data to (Salesforce) Account-level data. Is this not a supported functionality?


dimitar_terekiev
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Hi James,



When you create your merge tasks (or the task from which the job is created), make sure you have selected the correct Account Id field in the Account Lookup selection on the bottom of the task page.


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