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August 19, 2025

Migration Article #406

  • August 19, 2025
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Migration Article #406

Hi @jriva ,

Here is the video on how you can meet your business use case as described above.

https://share.vidyard.com/watch/bHFMKtjqCxh9eiHCQy4s8j?

In Description:

1. Create a text field in SFDC


 

one-426db69e-ff19-4984-9b07-a1a152cb830c-1322342751.png



2. Create a workflow to load the value from the lookup to the text field.
 

two-5b4f25c8-5071-4c0b-a438-f0d5c8225760-912894073.png


 

three-84a2a41f-764c-4677-bb87-0ee634708101-1560133159.png





Workflow will take care of the automatic updation of the values, and configure that the workflow should be triggered upon change of the lookup field.



3. Map the newly created text field with PX


 

four-d1afc34a-083e-47b6-a026-54a59b66c583-563062113.png

 

you can also refer the below community post

https://community.gainsight.com/px-discussions-22/ability-to-add-the-lookup-field-sfdc-in-the-sfdc-integration-36478

 

Please let me know if you have any further questions, we are happy to assist you.


Thanks,
Dileep Nalla

@dileepnalla Thanks for the detail description.