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john_gallinagh
john_gallinagh
Contributor ⭐️⭐️
January 3, 2017
Solved

Report Showing Active Accounts Not Linked with Zendesk

  • January 3, 2017
  • 1 reply
  • 98 views
Is there a way to write a report that will show me all Active accounts in Gainsight that are not currently linked with a Zendesk account?
    Best answer by dan_ahrens
    Hi John,

    Not sure if you're still looking for a solution for this one but I came across this old thread.

    The solution you want to look at is to use Bionic rules to fetch from your Account object (filtering on active accounts), and then fetch from the Gainsight system object Zendesk Tickets. Merge those two fetches together with an outer join (keep data from both sets) and match on Account ID (to link your SFDC Accounts to SFDC Account records in the Zendesk Tickets object).

    Any records that have a Zendesk Tickets Organization Name, but no SFDC Account Name will be those missing the SFDC Account association.

    General Bionic Rule info: https://support.gainsight.com/Rules_Engine/Admin_Guides/Getting_Started_with_Bionic_Rules

    1 reply

    dan_ahrens
    dan_ahrensAnswer
    Expert ⭐️⭐️⭐️
    May 2, 2019
    Hi John,

    Not sure if you're still looking for a solution for this one but I came across this old thread.

    The solution you want to look at is to use Bionic rules to fetch from your Account object (filtering on active accounts), and then fetch from the Gainsight system object Zendesk Tickets. Merge those two fetches together with an outer join (keep data from both sets) and match on Account ID (to link your SFDC Accounts to SFDC Account records in the Zendesk Tickets object).

    Any records that have a Zendesk Tickets Organization Name, but no SFDC Account Name will be those missing the SFDC Account association.

    General Bionic Rule info: https://support.gainsight.com/Rules_Engine/Admin_Guides/Getting_Started_with_Bionic_Rules

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