Handling Gainsight changes when Salesforce account changes
I think I know the answer to this question - and if I'm right then this may need to be converted to an idea - but is there a way to transfer CTAs, Email Logs, Scorecard history, etc from one account to another?
Our SF instance is synced with Dunn and Bradstreet to pull in millions of accounts based on selected criteria (industry, etc). But only a small subset of those accounts actually get activated and become customers.
Periodically we have a situation where the wrong SF Account was activated. And of course this doesn't get identified until months later and Sales Operations moves everything from one SF Account to another.
As you can imagine, this significantly impacts Gainsight because now the Scorecard history, CTA history, any Emails that were triggered and logged to MDA remain associated with the "old" account.
Is there any way to migrate these over and associate them with the "new" account?
If not, it would be good to have a utility that will do this.
Our SF instance is synced with Dunn and Bradstreet to pull in millions of accounts based on selected criteria (industry, etc). But only a small subset of those accounts actually get activated and become customers.
Periodically we have a situation where the wrong SF Account was activated. And of course this doesn't get identified until months later and Sales Operations moves everything from one SF Account to another.
As you can imagine, this significantly impacts Gainsight because now the Scorecard history, CTA history, any Emails that were triggered and logged to MDA remain associated with the "old" account.
Is there any way to migrate these over and associate them with the "new" account?
If not, it would be good to have a utility that will do this.