Inserting data from a Salesforce Account level pull into a Guide
Every customer we have is issued a unique Client ID via Salesforce. Customers are constantly forgetting what this ID is.
I have created a successful pull call from Salesforce for that information and can use it for segmenting/reporting, but I would like to be able to add that info into a guide on the resource center...
Basically, the resource center would have a guide named What's My Client ID? and when they open it, the text in the guide includes the static text "You customer ID is" followed by dynamic text from the pull data reflecting the customer ID itself.
Possible?
1
Comments
Hi Lynnette Conroy,
Good to see you again in the Discussion Community!
Only agent metadata can be pulled into a guide by taking advantage of data already available client side. If you want to use SFDC metadata in your guide, you need to make it available via the front end.
Hope this helps with your idea
This is our article on displaying agent metadata in a guide: https://support.pendo.io/hc/en-us/articles/360031869232-How-Do-I-Use-Guide-Variables-
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