As a CSM, I would like to be able to edit specific fields in C360 that will sync over to the account or any other related objects in Salesforce. I currently have to create a CTA to take advantage of bidirectional sync (which adds additional steps). I wish I could simply edit in C360 and see the changes reflected in Salesforce so that I don't have to keep changing systems.
Bidirectional Sync from C360
+2Hi Alison, this can be done via the C360 > Attributes section. More info here: https://support.gainsight.com/360/Admin_Guides/Configure_Customer360_Attributes_Section
This works for fields from the Account and CustomerInfo objects.
This works for fields from the Account and CustomerInfo objects.
VP of Customer Success at Forcepoint
Is there a way to do this in the NXT version?
We also have a few fields that we would like to have a bidirectional sync with salesforce.
The CTA takes many additional steps just to update a field and I don’t want to add hopping between tools and waiting for it to sync over to GS to update a field
Hi
- Inline edit of attributes - you can edit company and company related attributes from the attributes section of C360 in NXT.
- Syncing the updated values to Salesforce - you can use real-time rules to sync the updated Company data to Account in real time
Hope this is helpful.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.