Contributor ⭐️⭐️⭐️

Rule Setup Action Load to SFDC Object (NPS Survey Responses) Possible?

Forum|Forum|8 years ago
June 5, 2018
11 replies
210 views

Hi all,

we track NPS data in our saas tool and I tried to implement the reports in Gainsight but we are not able to fit the requirements for the NPS Survey Responses object. (account Id etc)

I uploaded the NPS data to an NPS raw object in Gainsight. I used a bionic rule to transform the data BUT I'm not able to load this data to the NPSSurvey Responses object. This object is not available in the settings for action type "Load to SFDC object".

Do you have an idea how to load this data to the NPS Survey Responses object??

Thanks for your help,

Christian

marcelo

Helper ⭐️

Christian I went through the same exercise as you. It seems like right now the only way possible is by following these steps: https://support.gainsight.com/Product_Documentation/Surveys_and_NPS/Examples_and_Tutorials/Load_3rd_...

I haven't tried the steps yet as we are planning internally on how to proceed, but it seems like maybe just the screenshots are outdated for the Survey creation part. It would be great if we had an action to load the data appropriately as that would mean I could feed the NPS data via S3 and then load it into the proper objects.

Hope that helps!

M

christian_aunerAuthor

Contributor ⭐️⭐️⭐️

Hi Marcelo,

thanks for your fast replay. I know this website but we don't have all required fields in our dataset. I have to export some data from Salesforce and merge it with our NPS data in Excel to create the correct dataset for the upload.

Christian

kate_green

Helper ⭐️⭐️

Hi Christian - did you make sure that you added the NPS Survey Responses object to the Permissions - Rules Load Actions page in the Rules Engine?

jeffrey_coleman

Helper ⭐️

Christian -- this is a 3-year+ conversation...
https://community.gainsight.com/gainsight/topics/load-to-gainsight-objects

100% agree with you that this is an extremely valid and important use case.

christian_aunerAuthor

Contributor ⭐️⭐️⭐️

Hi Jeffrey,
thanks for this. I didn't find this post and yes this would be extremly helpful!

sai_ram

Expert ⭐️⭐️

Hi Christian, we understand your concern,currently we don't support loading to Gainsight objects.

Since the functionality is working as expected and I see its a request for new feature,changing this to an Idea post.

Thanks for posting

abhishek_sivaraman

Helper ⭐️⭐️⭐️

Hi,

Thanks for sharing. We will explore the possibility of enabling this in rules so that you can load data into NPS Responses. Meanwhile , did you get a chance to look at this - https://support.gainsight.com/Product_Documentation/Surveys_and_NPS/Examples_and_Tutorials/Load_3rd_...

Thanks
Abhishek S

jeffrey_coleman

Helper ⭐️

Abhishek -- this works fine for a batch load, especially for historical data. But for ongoing surveys leveraging integrations that already bring the survey responses back into SFDC this kind of load is just extra work... which means it doesn't happen consistently or in the timelines that are really needed.

jean.nairon

Expert ⭐️

I agree. Not being able to use a rule to load to the NPSSurvey object in SFDC makes it difficult to use 3rd party SFDC connectors. I have multiple clients who are using SFDC integrations to load their survey data to SFDC custom objects. Having the ability to then load the data to the NPSSurvey object would allow customers to also fully use the reporting capabilities in the GS Survey feature.

Jean

P

piyushmadhukar

Helper ⭐️

Hi Christian,

We are building a separate functionality to import Third party NPS for Survey 2.0. For 1.0 please refer the link that Abhishek shared.

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