Our previous Gainsight Admin left the company and I have taken over for him. We currently use Gainsight Salesforce Edition and are wondering if deactivating him in Salesforce and stripping him of his permissions will cause Gainsight Automation he has created to break/no longer work as intended. We have run into this issue in Salesforce before but I’m not sure if Gainsight is impacted in the same way. If anyone could provide a list of items we will need to consider before deactivating that would be awesome!
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For sure check your Salesforce Connector in Gainsight and see what username is there. If your old admin is the authenticated user, you’ll need to plan for that.
Also, make sure in any rules you have that create something like a CTA see who the Default User is for the assignment. You don’t want task/account assignment exceptions sent to a non-existent user.
^this. Usually there’s an integration user so that everything isn’t tied to one person, but good to check.
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