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ben
ben
Helper ⭐️⭐️⭐️
December 11, 2017
Solved

Can you report on if an Account is a "Gainsight" customer?

  • December 11, 2017
  • 3 replies
  • 70 views
We have had some issues recently with our new customer import Rule. This looks for new accounts that have been converted in Salesforce and pulls them into Gainsight. It's Bionic and runs every 2 hours. The Rule itself shows "succeeded" 100% of the time.

However, we are now seeing that a small percentage of Accounts that *should* be hitting the rule are not being imported. I have had trouble tracking it down.

I am hoping there is a field or setting I can be using to report on (in SFDC or Gainsight) that denotes if an Account has been imported to Gainsight. I believe this is defined as the Account being "a Gainsight customer". 

Any guidance?
    Best answer by sundar
    Once you land into one of the Gainsight page, you need to key in the following URL by just typing the last part. https://.visual.force.com/apex/dataanomaliesOnce you land in this page, you can resolve the anomalies and this might fix your problems

    3 replies

    sundar
    sundarAnswer
    Expert ⭐️
    December 12, 2017
    Once you land into one of the Gainsight page, you need to key in the following URL by just typing the last part. https://.visual.force.com/apex/dataanomaliesOnce you land in this page, you can resolve the anomalies and this might fix your problems
    sai_ram
    sai_ram
    Expert ⭐️⭐️
    December 12, 2017
    Hi Ben, Please consider this URL

    This is how it looks in Account object. 



    This is how Dataanomolies look like 

    ben
    benAuthor
    Helper ⭐️⭐️⭐️
    December 12, 2017
    Thanks all. I was actually able to figure out our misses by making a new report in Reports Builder. I used the "Account Name" from the Account object, then also the "Account Name" from the CustomerInfo object. I also added the "Created Date" from CustomerInfo. I identified those accounts that were not imported into Gainsight by those that had a null value for "Account Name" from Customer Info or did not have a created date.

    Now to figure out why they are note importing!
    -Ben
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