http://m.getsatisfaction.com/topics/7736923 Rules Engine Struggle: Issues writing to SFDC 2018-05-18T18:07:39Z 2018-05-17T15:44:50Z 7736923 http://m.getsatisfaction.com/topics/7736923 7736923 Rules Engine Struggle: Issues writing to SFDC 2018-05-18T18:07:39Z 2018-05-17T15:44:50Z James Whitehead http://m.getsatisfaction.com/people/9610959 https://www.gravatar.com/avatar/839bc24727136f0af957a9ab29894b0c?d=identicon&s=55&r=PG james_whitehead_1f33upkntz0m Good Morning-<br /><br />I'm the new Gainsight Admin for my org, and we're currently working on using the rules engine to write lifecycle stages to both Gainsight and to SFDC.<br /><br />I have a functioning rule to pull from our Lifecycle Stage picklist field in SFDC and write to the Lifecycle Stage field in GS.<br /><br />I have functioning rules to populate 'New Customer' and 'Onboarding' lifecycle stages to SFDC, based on fields in SFDC.<br /><br />I'm running into issues with two rules that I have written to populate 'Adoption and 'Renewal' lifeycle stages into SFDC.<br /><br />The issue is that when I replicate the logic we have built in SFDC in a GS Rule, the results don't match.<br /><br />Example:<br /><br />SFDC Logic:&nbsp;<br /><br />Filtered By:&nbsp;&nbsp;&nbsp;<a rel="nofollow" target="_blank">Edit</a>&nbsp;&nbsp;&nbsp;&nbsp;Stage&nbsp;not equal to&nbsp;Closed Won,Closed Lost&nbsp;<a href="https://na8.salesforce.com/00OC0000006qbeU#" rel="nofollow" target="_blank">Clear</a>&nbsp;&nbsp;&nbsp;&nbsp;AND&nbsp;Type&nbsp;equals&nbsp;Renewal,Auto-Renewal&nbsp;<a href="https://na8.salesforce.com/00OC0000006qbeU#" rel="nofollow" target="_blank">Clear</a>&nbsp;&nbsp;&nbsp;&nbsp;AND&nbsp;SR - Status&nbsp;equals&nbsp;Active&nbsp;<a href="https://na8.salesforce.com/00OC0000006qbeU#" rel="nofollow" target="_blank">Clear</a>&nbsp;&nbsp;&nbsp;&nbsp;AND&nbsp;Product&nbsp;includes&nbsp;Social Recruiting&nbsp;<a href="https://na8.salesforce.com/00OC0000006qbeU#" rel="nofollow" target="_blank">Clear</a>&nbsp;&nbsp;&nbsp;&nbsp;AND&nbsp;Close Date&nbsp;greater than&nbsp;NEXT 120 DAYS&nbsp;<a href="https://na8.salesforce.com/00OC0000006qbeU#" rel="nofollow" target="_blank">Clear</a>&nbsp;&nbsp;&nbsp;&nbsp;AND&nbsp;Implementation Status&nbsp;equals&nbsp;Completed&nbsp;<a href="https://na8.salesforce.com/00OC0000006qbeU#" rel="nofollow" target="_blank">Clear</a>&nbsp;<br /><br />Results: 524<br /><br />GS Rule:<br /><br />Type: Custom<br />For: Account<br />Source Object: GS Relationship<br /><br />Show FieldsGS Relationship::Id<br />&nbsp;GS Relationship::Account<br />&nbsp;GS Relationship::Account Name<br />&nbsp;GS Relationship::Stages<br />&nbsp;Account::Integration Call Date<br />&nbsp;Account::Lifecycle Stage<br />GS Relationship::Name<br />&nbsp;GS Relationship::Processed Date<br />&nbsp;Account::Implementation Status<br />&nbsp;GS Relationship::Opportunity Close Date<br />&nbsp;Account::Product<br />GS Relationship::SR Status<br />&nbsp;GS Relationship::Opportunity Type<br />&nbsp;GS Relationship::Opp: Stages<br />&nbsp;Account::SR - Expiration Date<br /><br />Calculated Fields--<br />Advanced Logic<br />A AND B AND C AND D AND E AND F<br /><br />Include accounts where data is unavailableOff<br /><br />Apply to Gainsight customers only<br />False<br /><br /><br />Filters&nbsp;Field NameOperatorValue<br />A Account::Implementation StatusequalsCompleted<br />B Account::ProductincludesSocial Recruiting<br />C Account::SR - Expiration Dategreater or equalAdd N Days to Rule Date 120<br />D GS Relationship::Opportunity TypeincludesRenewal, Auto-Renewal<br />E GS Relationship::SR StatusequalsActive<br />F GS Relationship::Opp: StagesexcludesClosed Won, Closed Lost<br /><br />1&nbsp;Type:&nbsp;Load to SFDC Object<br /><br /><i></i><br />Object Name<br />Account<br /><br />Operation<br />Upsert<br /><br />Field MappingsGS Relationship :: Account Name&nbsp;TEXT<br /><br />Account :: Account Name&nbsp;STRING&nbsp;(Identifier)<br /><br />Account :: Lifecycle Stage&nbsp;PICKLIST<br /><br />Account :: Lifecycle Stage&nbsp;PICKLISTNew Customer&nbsp;Adoption<br />Onboarding&nbsp;Adoption<br />Adoption&nbsp;Adoption<br />Expansion Evaluation&nbsp;Adoption<br />Renewal&nbsp;Adoption<br />Retention Roadmap&nbsp;Adoption<br /><br />Results: 307 for upsert<br /><br />Is there anything that I'm missing with my logic?&nbsp; I've found that if I eliminate 'D: GS Relationship::Opportunity TypeincludesRenewal, Auto-Renewal', I end up with ~545 results when I run my GS rule.<br /><br />Could this be caused by an incomplete data ingest?<br /><br />Thanks<br /><br />-Jim question 15 5 1 comment http://m.getsatisfaction.com/topics/7736923/replies/19528849 http://m.getsatisfaction.com/topics/7736923 19528849 Jeffrey Coleman responded to "Rules Engine Struggle: Issues writing to SFDC" 2018-05-17T16:33:12Z 2018-05-17T16:33:12Z Jeffrey Coleman http://m.getsatisfaction.com/people/7452793 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10860994/JeffreyColemanHeadshotJuly2016_medium.jpeg jeffrey_coleman_7146828 James -- tough to debug these without being there and working it&nbsp;live. Two thoughts from my experience... That "apply to GS Customers Only" checkbox can through things off. Generally it's what you want, but if all the accounts are loaded to Gainsight I've seen gaps between queries.<br /><br />The other idea I'd suggest is to build a GS Report that matches your initial SFDC logic and then work to expand that over to the relationship level using a data space. You're not running the same query (obviously) and so somewhere between what I think is the Opportunity object and the GS_Relationship object you have data loss you need to find. 2 http://m.getsatisfaction.com/topics/7736923/replies/19528887 http://m.getsatisfaction.com/topics/7736923 19528887 Jitin Mehndiratta responded to "Rules Engine Struggle: Issues writing to SFDC" 2018-05-17T16:49:50Z 2018-05-17T16:49:50Z Jitin Mehndiratta http://m.getsatisfaction.com/people/9170371 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11244000/facebook_1520791095882_medium.jpg jitin_mehndiratta Hi Jim,<br /><br />Can you help me with the screenshots of the rule(Rule Setup as well as actions)? Also, are you trying to load from SFDC picklist field to another picklist field?<br /><br />regards,<br />Jitn 0 http://m.getsatisfaction.com/topics/7736923/replies/19528917 http://m.getsatisfaction.com/topics/7736923/replies/19528849 19528917 James Whitehead responded to "Rules Engine Struggle: Issues writing to SFDC" 2018-05-17T17:00:51Z 2018-05-17T17:00:51Z James Whitehead http://m.getsatisfaction.com/people/9610959 https://www.gravatar.com/avatar/839bc24727136f0af957a9ab29894b0c?d=identicon&s=55&r=PG james_whitehead_1f33upkntz0m Hi Jeffrey-<br /><br />I was wondering the same thing, and I ran the rule both ways.&nbsp; They returned the same results.<br /><br />Thanks for the GS Report suggestion.&nbsp; I'll work on that today.<br /><br />-Jim 0 http://m.getsatisfaction.com/topics/7736923/replies/19528921 http://m.getsatisfaction.com/topics/7736923/replies/19528887 19528921 James Whitehead responded to "Rules Engine Struggle: Issues writing to SFDC" 2018-05-17T17:05:31Z 2018-05-17T17:05:31Z James Whitehead http://m.getsatisfaction.com/people/9610959 https://www.gravatar.com/avatar/839bc24727136f0af957a9ab29894b0c?d=identicon&s=55&r=PG james_whitehead_1f33upkntz0m <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1730618/RackMultipart20180517-50923-gx5y0o-Adoption__1_inline.png?1526576726" /> 0 http://m.getsatisfaction.com/topics/7736923/replies/19528924 http://m.getsatisfaction.com/topics/7736923/replies/19528887 19528924 James Whitehead responded to "Rules Engine Struggle: Issues writing to SFDC" 2018-05-17T17:06:12Z 2018-05-17T17:06:12Z James Whitehead http://m.getsatisfaction.com/people/9610959 https://www.gravatar.com/avatar/839bc24727136f0af957a9ab29894b0c?d=identicon&s=55&r=PG james_whitehead_1f33upkntz0m <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1730619/RackMultipart20180517-50923-iohyhv-Adoption__2_inline.png?1526576769" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1730619/RackMultipart20180517-50923-iohyhv-Adoption__2_inline.png?1526576769" /> 0 http://m.getsatisfaction.com/topics/7736923/replies/19528925 http://m.getsatisfaction.com/topics/7736923/replies/19528887 19528925 James Whitehead responded to "Rules Engine Struggle: Issues writing to SFDC" 2018-05-17T17:06:25Z 2018-05-17T17:06:25Z James Whitehead http://m.getsatisfaction.com/people/9610959 https://www.gravatar.com/avatar/839bc24727136f0af957a9ab29894b0c?d=identicon&s=55&r=PG james_whitehead_1f33upkntz0m <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1730620/RackMultipart20180517-39436-1n51o7a-Adoption__3_inline.png?1526576781" /> 0 http://m.getsatisfaction.com/topics/7736923/replies/19528926 http://m.getsatisfaction.com/topics/7736923/replies/19528887 19528926 James Whitehead responded to "Rules Engine Struggle: Issues writing to SFDC" 2018-05-17T17:06:37Z 2018-05-17T17:06:37Z James Whitehead http://m.getsatisfaction.com/people/9610959 https://www.gravatar.com/avatar/839bc24727136f0af957a9ab29894b0c?d=identicon&s=55&r=PG james_whitehead_1f33upkntz0m <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1730621/RackMultipart20180517-66783-vtypas-Adoption__4_inline.png?1526576794" /> 0 http://m.getsatisfaction.com/topics/7736923/replies/19528928 http://m.getsatisfaction.com/topics/7736923/replies/19528887 19528928 James Whitehead responded to "Rules Engine Struggle: Issues writing to SFDC" 2018-05-17T17:06:49Z 2018-05-17T17:06:49Z James Whitehead http://m.getsatisfaction.com/people/9610959 https://www.gravatar.com/avatar/839bc24727136f0af957a9ab29894b0c?d=identicon&s=55&r=PG james_whitehead_1f33upkntz0m <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1730622/RackMultipart20180517-51495-nrnglb-Adoption__5_inline.png?1526576806" /> 0 http://m.getsatisfaction.com/topics/7736923/replies/19528929 http://m.getsatisfaction.com/topics/7736923/replies/19528887 19528929 James Whitehead responded to "Rules Engine Struggle: Issues writing to SFDC" 2018-05-17T17:07:02Z 2018-05-17T17:07:02Z James Whitehead http://m.getsatisfaction.com/people/9610959 https://www.gravatar.com/avatar/839bc24727136f0af957a9ab29894b0c?d=identicon&s=55&r=PG james_whitehead_1f33upkntz0m <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1730623/RackMultipart20180517-89006-jciv1p-Adoption__6_inline.png?1526576819" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1730623/RackMultipart20180517-89006-jciv1p-Adoption__6_inline.png?1526576819" /> 0 http://m.getsatisfaction.com/topics/7736923/replies/19528973 http://m.getsatisfaction.com/topics/7736923/replies/19528887 19528973 James Whitehead responded to "Rules Engine Struggle: Issues writing to SFDC" 2018-05-17T17:27:55Z 2018-05-17T17:27:55Z James Whitehead http://m.getsatisfaction.com/people/9610959 https://www.gravatar.com/avatar/839bc24727136f0af957a9ab29894b0c?d=identicon&s=55&r=PG james_whitehead_1f33upkntz0m Hi Jitin-<br /><br />Here's a full set of screenshots from my instance, for the sections that were requested.<br /><br />I'm trying to have the Rules Engine look at fields in SFDC, and then automatically populate to another field in SFDC with a lifecycle stage.&nbsp; Once that populates, i'll use another rule that's created and that works to populate from the SFDC picklist to the GS picklist.<br /><br />Example:<br /><br />IF SFDC Field 'SR - Status = Active'<br />AND SFDC Field 'Integration Call Date = Null'<br /><br />THEN<br /><br />GS Rule to Write 'New Customer' to SFDC Picklist Field 'Lifecycle Stage'<br /><br />Use a separate rule to populate from SFDC field 'Lifecycle Stage' to GS picklist 'Stage'.&nbsp; This rule is functioning as intended.<br /><br />Thanks<br /><br />-Jim 0 http://m.getsatisfaction.com/topics/7736923/replies/19529257 http://m.getsatisfaction.com/topics/7736923/replies/19528849 19529257 James Whitehead responded to "Rules Engine Struggle: Issues writing to SFDC" 2018-05-17T19:35:45Z 2018-05-17T19:35:45Z James Whitehead http://m.getsatisfaction.com/people/9610959 https://www.gravatar.com/avatar/839bc24727136f0af957a9ab29894b0c?d=identicon&s=55&r=PG james_whitehead_1f33upkntz0m Hi Jeffrey-<br /><br />Here's another thing I'm curious about: If I'm referencing a SFDC field with my custom rule, is GS looking at the actual data that's live in SFDC, or is it looking at the matching data from the most recent ingest?<br /><br />Thanks<br /><br />-Jim 0 http://m.getsatisfaction.com/topics/7736923/replies/19529511 http://m.getsatisfaction.com/topics/7736923/replies/19528849 19529511 James Whitehead responded to "Rules Engine Struggle: Issues writing to SFDC" 2018-05-17T21:27:32Z 2018-05-17T21:27:32Z James Whitehead http://m.getsatisfaction.com/people/9610959 https://www.gravatar.com/avatar/839bc24727136f0af957a9ab29894b0c?d=identicon&s=55&r=PG james_whitehead_1f33upkntz0m It looks like I am not ingesting all SFDC data.<br /><br />After learning the Reports Builder, it looks like we only have ~415 accounts in GS TOTAL with the Opp stage of Renewal or Auto-Renewal.<br /><br />In SFDC we have 526 that are more than 120 days out from renewal.<br /><br />Time to dig into our ingests and figure out why we're missing data.<br /><br />Thanks<br /><br />-Jim 0 http://m.getsatisfaction.com/topics/7736923/replies/19530199 http://m.getsatisfaction.com/topics/7736923 19530199 Denise Stokowski responded to "Rules Engine Struggle: Issues writing to SFDC" 2018-05-18T06:42:27Z 2018-05-18T06:42:27Z Denise Stokowski http://m.getsatisfaction.com/people/7259404 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481507/Denise_Image_medium.jpeg denise_stokowski Also one small difference I saw in your criteria is that you had Greater than 120 days for SFDC and Greater than or equal to 120 days in your Show query.&nbsp; I don't think that is your delta but should be changed to match. 0 http://m.getsatisfaction.com/topics/7736923/replies/19530705 http://m.getsatisfaction.com/topics/7736923/replies/19530199 19530705 James Whitehead responded to "Rules Engine Struggle: Issues writing to SFDC" 2018-05-18T13:58:31Z 2018-05-18T13:58:31Z James Whitehead http://m.getsatisfaction.com/people/9610959 https://www.gravatar.com/avatar/839bc24727136f0af957a9ab29894b0c?d=identicon&s=55&r=PG james_whitehead_1f33upkntz0m Hi Denise-<br /><br />Thanks for the heads up.&nbsp; I've tested both situations and the results are identical.<br /><br />It looks like I am not ingesting all SFDC data.<br /><br />After learning the Reports Builder (18 days post-training into being the full-time Gainsight Admin), it looks like we only have ~415 accounts in GS TOTAL with the Opp stage of Renewal or Auto-Renewal.<br /><br />In SFDC we have 526 that are more than 120 days out from renewal.<br /><br />Time to dig into our ingests and figure out why we're missing data.<br /><br />Thanks<br /><br />-Jim 0 http://m.getsatisfaction.com/topics/7736923/replies/19531310 http://m.getsatisfaction.com/topics/7736923 19531310 James Whitehead responded to "Rules Engine Struggle: Issues writing to SFDC" 2018-05-18T18:07:39Z 2018-05-18T18:07:39Z James Whitehead http://m.getsatisfaction.com/people/9610959 https://www.gravatar.com/avatar/839bc24727136f0af957a9ab29894b0c?d=identicon&s=55&r=PG james_whitehead_1f33upkntz0m Update: I've identified an (probably THE) issue:<br /><br />Data ingest.&nbsp; Specifically ingesting the future/open opp close date from SFDC to GS.&nbsp; I have another thread going for a different curiosity I have, specifically if you can view when a specific GS field was last updated.<br /><br /><a href="https://community.gainsight.com/gainsight/topics/is-it-possible-to-view-when-a-specific-field-was-updated?rfm=1&amp;topic_submit=true" rel="nofollow" target="_blank">https://community.gainsight.com/gainsight/topics/is-it-possible-to-view-when-a-specific-field-was-up...</a><br /><br />I spoke with our CCO and he said there was a data ingest issue with the last admin where GS would only ingest older closed/won opps and it wouldn't ingest the most recent open opp for the current Opportunity Close Date.&nbsp;&nbsp;<br /><br />Is there a fix for this issue?<br /><br />Thanks<br /><br />-Jim 0