Ability to bulk update data in segment and have it map back to SFDC

Available

Sarah Laughlin

• May 29, 2020 19:57

Currently, we cannot bulk update attributes in a Segment view if they map back to Salesforce. Totango does not consider this a UI change on the account level. If the team goes in and attempts to do this, Totango will allow it, however, when Salesforce next syncs, all information changed in the bulk update gets overridden with the data in Salesforce.

This is causing frustration/confusion for the team in terms of inefficiency and potentially inaccurate data if they are not properly trained on the limitations of Salesforce mapped fields in Totango. 

Having the ability to bulk update SFDC mapped fields would greatly improve user efficiency and overall experience by allowing them to quickly make updates on large groups of customers rather than having to open each individual customer and updating 1 by 1. 

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• Official comment

  

  Amit Bluman

  • June 18, 2020 13:24

  Sara,
  Syncing information both inbound and outbound is a high priority objective of Totango, we are developing new Customer Data Hub UX and new connectors are added on a bi-monthly basis.
  Bulk update of attributes from a segment is on the roadmap for the 2nd half of 2020 (hopefully in Q3).  
  
  As a short term solution, you can make updates on large groups of customers right from a segment without the need to open each individual customer profile by using the inline segment update for each row.
  
  

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  Brittany Reichwald

  • May 29, 2020 22:18

  Yes, we have requested this as well.

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  Danielle Young

  • August 26, 2020 22:39

  We would also like this feature. 

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  Product Team

  • May 19, 2021 05:51
  • Edited

  Totango R&D is now working on implementing Bulk Write-back for SFDC for segments and SuccessPlays.

  The plan is to release this feature next month (June 2021)

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  Ravit Danino

  • June 04, 2021 18:28

  Hi, The feature is in beta and planned to be released in the next few weeks.

  Ravit

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  Product Team

  • August 01, 2021 06:25
  • Edited

  Hi,

  Bulk write-back from segments and success plays to SFDC  is done and released on June 2021 (version 193) , with reference fields support done on July 2021 (version 196).

  More details are here : 

  https://support.totango.com/hc/en-us/articles/360041845732

   

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