Hi, folks!
I would like to create a rule or perhaps a program that will alert CSMs when a SFDC id no longer exists due to a merge or a deletion in SFDC.
As an example, I have a rule that pushes data from GS to SFDC and it only runs partially successfully because the SFDC Account IDs are not found.
Any insights?
Best answer by matthew_lind
Generally speaking, your steps will be:
You could run this as a Digital Journey Program. You might also consider instead notifying your admin team or creating and writing to a new custom field on the Company object via rule, then adding any Companies where that custom field is populated to a Report / Dashboard that your admin team is monitoring. Any time something hits that Report/Dashboard, the team will know some remediation is needed, and your goal will likely be to “drive that Report to zero”.
+11Generally speaking, your steps will be:
You could run this as a Digital Journey Program. You might also consider instead notifying your admin team or creating and writing to a new custom field on the Company object via rule, then adding any Companies where that custom field is populated to a Report / Dashboard that your admin team is monitoring. Any time something hits that Report/Dashboard, the team will know some remediation is needed, and your goal will likely be to “drive that Report to zero”.
+14+11Amazing
This sounds like an awesome Sightline Vault asset, given that virtually any instance would likely need this kind of monitoring.
Thank you,
Both the report and the rule/program will be of much value.
I appreciate your help, folks!
Best regards!
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
