CSM is captured as lookup user field on every account in salesforce and mapped using derived fields to the company object. This was setup during implementation and works perfectly. What I am trying to do now is get the CSM's Manager added as well, so that manager dashboard filters can be added automatically.
I tried the derived field and no luck getting the data to sync over. Any ideas how to get this working.
Instead of creating a new user lookup field on the account object in salesforce, I created a formula field to get the Manager SF ID from the CSM User lookup field. Mapped this as the derived field using gainsight connect.
I tried the derived field and no luck getting the data to sync over. Any ideas how to get this working. Check the screenshots below.
Also we call CSM as CSA!
CSA Manager field on company object (MDA)
Custom fields on the Account object in Salesforce.
Gainsight Connect mapping
No Data after the sync.
What am i doing wrong.
Best answer by kendra_mcclanahan
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