Tip of the Week #6 - Refresh Metadata to See Field Changes

Tips & Tricks
Written By Caitlin Ankney

Have you ever tried to bring in a new field from Salesforce but it’s not showing up? Or you are mapping a picklist value but don’t see all of the updated options? 😠

Often, you can fix this by refreshing the metadata on the SFDC Connector:

  • 1️⃣ Go to Connectors 2.0

  • 2️⃣ Find your Salesforce Connection

  • 3️⃣ Click the 3 dots

  • 4️⃣ Refresh Metadata

This will manually force a data refresh, allowing you to see the most updated changes. 💪 🎉

Note: For new fields, another thing you’ll need to do is go to Rules Engine → Rule Settings → Permissions (Load Actions) and add the specific field you need to bring into Gainsight.

Caitlin Ankney
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