Admins can now sync data in real-time from Salesforce to Gainsight for the Account, Contact and Case objects. A maximum of three real-time sync jobs is supported (one job each for the Account, Contact and Case objects).
IMPORTANT: To enable Real-time sync (BETA) for your Salesforce connector, please raise a support ticket. In the case of high demand, we will coordinate scheduling it for your Gainsight instance appropriately to ensure that we can closely monitor and gather your feedback. You will hear from our Product team once the feature is enabled.
Business Use Case: The real-time sync feature ensures that when a record is updated in Salesforce, it pushes the updates to Gainsight immediately. For example, if the opt out attribute for a Contact is updated in Salesforce, this change will reflect in real-time for the Gainsight Person record. This helps users avoid sending any accidental emails due to a sync delay.
For more information on how to create real-time sync jobs, refer to the Salesforce Real-Time Sync Job (BETA) article.
Note: This feature is only available for Gainsight NXT edition.
