Load to Company Teams Action Type

Overview

Load to Company Team Action type allows admins to sync Gainsight data to Company Teams efficiently. Rules Engine provides the ability to prepare the dataset from various standard and custom objects of Gainsight, and the Load to Company Team action type sends the data to the Company Team.

Gainsight recommends reading the configuration of the Rules Details, Data Setup, and Schedule steps before reading this article. For more information, refer to the Create New Rule section of the Rules Engine Horizon Experience Overview article.

Configure Load to Company Team Action Type

To configure the Load to Company Team Action type:

1. In the Action Setup step, click the Add Action icon. The Add Criteria slide-out panel appears.
   
2. (Optional) To define filter criteria for the dataset, click Add Criteria.
3. Click Skip This Step to navigate to the Add Actions step.
   
4. From the Create Action dropdown list, select the Load to Company Team Action type. The Load to Company Team slide-out panel appears.
   
5. In the Load to Company Team section, provide the following details:
   1. From the Operation dropdown list, select Upsert to update the matching records.
   2. (Optional) In the Description field, enter a description for the rule action.
      
       
   3. In the Field Mapping, map each Source Field to its respective Target Field.
      • The Company and User fields are mandatory fields that must be mapped.
      • The Company and User fields are automatically selected as identifiers.
   4. (Optional) Add a Default Value.
      Note: This value is loaded in the target field in case the source field value is invalid or not available.
   5. (Optional) From the Add Fields dropdown list, select Custom Field.
      Note:
      • A custom value can be mapped to the target field in the Company Team object.
      • Only the system Delete field can be updated; all other system fields remain unchanged.. If no mapping is present then the Delete field is marked as false.
        
   6. (Optional) Click Define Lookup. The Define Lookup slide-out panel appears.
      1. From the Select the Intermediate object, the Company field is auto-populated.
      2. From the Source field dropdown list, select the source field.
      3. From the Field in Intermediate Object, select the field.
      4. (Optional) Click the plus icon to add additional fields.
      5. Click Done.
         
          
6. Click Save Actions. The Load to Company Team Action Type is saved.

Schedule the Rule

The rule that is ready with the dataset and required action setup can be scheduled as per time-based and Event-Based schedules. You can schedule the execution of an individual rule in chronological order.

For more information on how to schedule a rule, refer to the Schedule and Execute Rules article.