Salesforce Instance Updating: Next Steps for Gainsight

3 replies
89 views
Translate All

Hi there -

Our Salesfoce intance is undergoing an org migration and will be moved to a new instance. Are their any next steps that I should be aware of to reconnect Gainsight or ensure that is continues to run smoothly?

data management

dan_ahrens

Expert ⭐️⭐️⭐️

Hi Elisa,

You'll definitely want to chat with your Gainsight CSM about this. When connecting a Gainsight tenant to your SFDC environment, there are links and references made to unique IDs like Account, Contact, etc that don't just "copy" over to a new tenant. There is some planning and validation that needs to be done to ensure that things stay connected.

Translate

VP of Customer Success at Forcepoint