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jeffrey_coleman
jeffrey_coleman
Helper ⭐️
February 22, 2017

CSM mapping on Gainsight Connect Company object

  • February 22, 2017
  • 15 replies
  • 172 views
In the new Gainsight Connect feature, the Company object (over in MDA) brings together Customer Info and Account. One of the default mappings is for "CSM," which itself is a lookup over to the User object. All well and good.

Except the assumption was made in the default mapping that the CSM is the owner of the Account in Salesforce. That doesn't match our reality in most cases.

Seems like that should either use the CSM field mapping on the Customers screen, or at least let us specify what user lookup field to use.

      15 replies

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      spencer_engel
      spencer_engel
      Expert ⭐️
      March 14, 2017
      Thanks, Lakshmi. I'm excited for this capability. However, I just tried updating the CSM field for my customer, ran the sync and am still seeing the Account::Owner ID field populate the CSM information rather than the field I selected. Happy to discuss this via email if you'd rather. Thanks!
      lakshmi_chaitanya
      lakshmi_chaitanya
      Helper ⭐️⭐️⭐️
      March 14, 2017
      Confirmed with spencer it is working, use the Import from date feature to reflect the mapping changes for already imported data

      Thanks and Regards,
      Lakshmi
      jeffrey_coleman
      jeffrey_colemanAuthor
      Helper ⭐️
      March 15, 2017
      Gainsight -- thanks for listening and for the super quick patch!
        spencer_engel
        spencer_engel
        Expert ⭐️
        March 17, 2017
        Did something happen recently where we lost the ability to customize fields in Gainsight Connect? I'm trying to edit the CSM field for a customer right now and am unable to do so. Thanks.
        lakshmi_chaitanya
        lakshmi_chaitanya
        Helper ⭐️⭐️⭐️
        March 17, 2017
        Hi Spencer,

        Just make sure that the customer has the 5.5.9 upgrade, you would be able to customize the mapping

        Thanks,
        Lakshmi
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