Issues you may run into when you do not have a designated user for integrations with Gainsight.
When setting up Gainsight we recommend establishing a designated user to be used to authorize integrations
The typical integration authorizations you would execute to enable Gainsight are:
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MDA Data Loads via API or sFTP
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Gainsight Email Services
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Segment io, Google Analytics, Mixpanel
If you are able to support an additional Salesforce license, you would also need to assign this user a Gainsight license and Gainsight Administrator permission set.
While the described practice above is an ideal way to avoid interruptions or permissions issues with your integration authorizations, not every company can support an extra Salesforce Administrator License. If you do not want to purchase an extra license, don’t worry - you are still able to authorize your Gainsight integrations using an active Salesforce Administrator license. If you do authorize integrations with an active license there are a few pitfalls you should watch out for:
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If User is deactivated: If the user you have provided credentials for is deactivated you will receive an error message. This is because they user we are referencing is no longer able to access anything in your ORG.
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Password Change: If the user is required to change the password as part of security protocol or changes the password on their own we will run into issues with sFTP loads.
- Licenses revoked: If you revoke a license to Gainsight you will not be able to write data or run scheduled rules because you are not able to view anything in Gainsight.