Updating Property Data

A person's property data can be updated in multiple ways. Here are the different methods:

Out-the-Box Properties

  • These properties are automatically updated based on various actions and events within Rally.

Uploading CSVs

  • Custom properties can be updated by importing a csv file and mapping the columns to the corresponding properties. The values in each record will be uploaded to the person's profile.

Mapping Screener Responses

  • In a screener, you can assign screener question responses to a property. When a person takes the screener, their responses will update the values in their properties.

Syncing to Salesforce

  • Rally offers a Salesforce integration. By mapping Salesforce fields to the corresponding properties, your Salesforce contacts and their information can be synced to Rally, updating the person's property data.