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cnichols
Helper ⭐️
June 18, 2020

Ability to Bring Users in from SFDC as Inactive

  • June 18, 2020
  • 7 replies
  • 185 views

We have a use case where the bulk of our users do not have Salesforce access however we have a portion of our user population that has SFDC access as well. 

We would like the ability to bring users in as inactive rather than the default which is bringing the users in as active. 

 

@alanclos 

    7 replies

    cnichols
    cnicholsAuthor
    Helper ⭐️
    July 6, 2020

    Hi, 

     

    Are there any updates to this?

     

    CC: @alanclos 

    jean.nairon
    Expert ⭐️
    July 17, 2020

    Hi @cnichols. I don’t think there is a way to load them as inactive in the Connector job. However, you can use a rule to update the users once they are loaded. 

    If you create a rule in the Rules Engine and pull all your Salesforce users, you can use an action called Load to User to update them. It would be easier if you could just load users directly from the Rules Engine as you would be able to default the Active field to Inactive but that’s unfortunately not possible. With the Load to User action, you can only update records. 

    I know it’s not an ideal solution to have a connector job followed by the rule to clean up the data but hopefully it will get you to where you want to automatically.

    Jean
    jean.nairon
    Expert ⭐️
    July 17, 2020

    Here’s an article on the Load to User action in the Rules Engine for some more help: 

    https://support.gainsight.com/Gainsight_NXT/03Rules_Engine/02Admin_Guides/06Setup_Rule_Action_Types#Action_Type:_Load_to_User

    Jean
    Contributor ⭐️⭐️⭐️⭐️
    October 19, 2020

    @sai_ram  This is gonna be released in upcoming release.

    cnichols
    cnicholsAuthor
    Helper ⭐️
    October 19, 2020

    @uday  - Thanks for the update on this! Looking forward to the release. 

    sakumar
    Helper ⭐️
    April 28, 2021

    @cnichols this is implemented now,

    When importing users from Salesforce, the states (active/inactive) of the users will be honored. For example, inactive users from Salesforce will be imported as inactive users in Gainsight.

    https://support.gainsight.com/SFDC_Edition/Administration_and_Permissions/Gainsight_Licenses_and_Permissions/User_License_Management#Gainsight_License_Types

    FYI @soumitrasahu@sai_ram 

     

    A Suresh Kumar - Senior Technical Writer- Gainsight Technical Communication
    cnichols
    cnicholsAuthor
    Helper ⭐️
    April 29, 2021

    thank you @sakumar  - much appreciated.