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.
Updated 25 days ago