A person's property data can be updated in multiple ways. Here are the different methods:
- These properties are automatically updated based on various actions and events within Rally.
- 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.
- 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.
- Rally offers integration with Salesforce. By mapping Salesforce fields to the corresponding properties, contacts and their information from Salesforce can be synced to Rally, updating the person's property data.
Updated about 1 month ago