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Contributor ⭐️⭐️
Sep 24, 2019 11:53 AM UTC

@mention in Timeline shows plenty of users to choose from, we need the only among Active/licensed user.

When I @mention and type the Name I get plenty of name to choose from Instead of the Only the Active/licensed Gainsight user.

I checked user Management setting and could see lot of user are active those who don't have the gainsight license assigned to them.

1.How do I limit the users to fetch the only licenced user and not all active users?

2. I found many user are active in the Gainsight, however, inactive in Salesforce, I know that the Gainsight Connect job doesn't sync the data for inactive users and hence they remain Active in Gainsight. How do I find the Inactive users in salesforce and Gaisight and mark them Inactive in Gainsight.

Thank you

    5 replies

    Contributor ⭐️⭐️
    Sep 24, 2019 11:54 AM UTC
    @kate_green

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    sai_ram
    Expert ⭐️⭐️
    Sep 24, 2019 1:56 PM UTC
    @abhijeet_bakare sorry for the inconvenience, active users in the Gainsight and inactive in Salesforce is an issue in multiple areas of the product. Our product team is looking into it.

    @pgeorge what do you say??

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    john_apple
    Expert ⭐️
    Sep 24, 2019 3:11 PM UTC
    I have a rule that updates users to inactive since we have thousands of external contacts that are considered users in SFDC and I'd rather not have someone accidentally send an @mention to someone outside the org.

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    Contributor ⭐️⭐️
    Sep 24, 2019 5:49 PM UTC
    Hi @john_apple

    Thank you for the response.

    Can you please post a short description how the rule is created?

    I can try that if that solve my requirement.

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    john_apple
    Expert ⭐️
    Sep 24, 2019 6:03 PM UTC
    Sure thing @abhijeet_bakare

    Here's the Logic of the query, User Object in MDA filter IsActiveUser equal True and Email does not contain our domain:



    Then the action is to Load to User:



    Similiarly, we have rule to set a User as Active if they do have an address at our domain and their manager field is not set to Null (former employees have no manager)

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