What is the best way to delete company accounts from Gainsight, when the SFDC account is deleted?





There is no automated way to identify the "orphan" company records yet (which do not have SFDC references). Dependent records may be available in the Scorecard, Timeline objects, etc. You can identify "orphan" company records using the following steps:

1. Add a field to Company named "Flag for Delete" (or similar). For more information on how to add a custom field in an object, see this article.
   
   
2. Create two Datasets in a rule that fetches Customer Info (Acct Id and CustInfo Id) and Company (SFDC Id) respectively. For more information on how to create datasets, refer this article.
   
   
3. Merge both of above datasets by SFDC Acc. Id (retaining all Company records). For more information on the merge tasks, refer this article.
   
   
4. Set the delete flag where the CustInfo Id is null using the action type Load to Company.
   
   

You can then delete a record in the Company object from the Admin > Data Operation page, after an SFDC account is deleted. You can filter with the field "Flag for Delete" and delete those records that don't have the corresponding Customer Info records. If you know the exact company name, you can delete the record from this page using filters. For more information and detailed instructions, refer to the Data Operation support article.





Before deleting a record, you can also check the dependencies on this record using the Object Graph. For more information on generating an Object Graph, refer Gainsight Data Management. We recommend filing a support ticket to ensure that the accounts have been deleted successfully.





[Note: this information is based on an internal how-to conversation which we thought might benefit others in the Community!]