Mapping survey responses to C360 fields

  • 1 July 2021
  • 1 reply

As part of our Sales handoff to CS, the salesperson completes a pdf form that provides us with the key account details prior to the transition.

I was wondering if it’s possible to re-create that pdf form as a survey in Gainsight and map the responses provided to fields in the C360? Goal would be to avoid having to manually add the details as much as possible.


Best answer by heather_hansen 1 July 2021, 16:03

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@Ronan_Kelly Never done it, but I think it should be possible.  You could just use the survey MDA Object in the Rules Engine and grab the answers to pull into C360 fields or you could just build a report directly from the object and throw on the C360 as a Related List.