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mvasiliadis
Contributor ⭐️
May 12, 2022
Question

Is data that lives in a Salesforce custom object editable from within Gainsight? Can a record on the object be created within Gainsight?

  • May 12, 2022
  • 2 replies
  • 73 views

I have a team that works in Gainsight and another that works in Salesforce, and they both manage a piece of customer data. The data currently lives in Salesforce, but we want both teams to be able to edit it. Is it possible to edit or create a record on the SFDC custom object from within Gainsight?

2 replies

sagan_sherlin
sagan_sherlin
Helper ⭐️⭐️
May 12, 2022

You can create a rule that pushes information back into that Salesforce object, similarly you can create a rule that pulls information from that object.  Without knowing how you track changes so there isn’t a tug of war on data updates, adding a last modified date/time would be needed.

bradley
bradley
Expert ⭐️
May 12, 2022

Provided you are either on the SFDC edition, OR Hybrid NXT version you could potentially use linked objects as well (this essentially enables you to associate an SFDC record with a CTA that you can create/modify from a tab on the CTA).

Main thing is you need to ensure your permissions are such that your GS users also have read and edit permissions for that object.

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