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Shilpa Gumnur
Helper ⭐️
August 12, 2021

Suggestions for Person Admin

  • August 12, 2021
  • 29 replies
  • 560 views
Suggestions for Person Admin

Hello everyone!

Hope everyone's safe and doing well.

I've recently joined the tribe of Gainsight as a Product Manager for the Person model, Sponsor Tracking and People Maps and I'm super excited to get working on my first project, revamp of the Person Admin section that would entail:-

  1. Person Upload config

  2. C360-Person Config

  3. Sponsor Tracking Config screen

  4. Rules Engine: Load to People actions

You can guide or nudge me by:-

  1. Suggesting enhancements

  2. Share pain points

  3. UX improvements

  4. Technical or functional gaps

  5. Any other feedback

I'm all in for this project and ready to read every bit of info, so please attach relevant images of screens where you'd like UX improvements/links to support tickets/ customer conversation(that can be shared) or any other artefact supported on this platform. You can even write a song🙂

Waiting to hear from you soon and I know you are generous.

Thank you,

Shilpa

29 replies

Helper ⭐️
September 29, 2021

@Shilpa Gumnur can you provide more details on this? GS is working on the possibility of using GS Person ID as unique identifier or something else? 

Shilpa Gumnur
Helper ⭐️
October 1, 2021

Hey @obarrette,

 

I’ve spoken to @pgeorge, the PM for this feature and she will help you with a detailed explanation for this.

 

sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
October 5, 2021

Adding a strong +1 to this request (cited below) from @jnunes referring to the ability for an admin to remove the +Person on the C360 Person section.

We only bring in contacts from Salesforce, CSMs do not add contacts in Gainsight. Giving them the ability to do so, when it is not in our system process to be able to do so, causes major issues with contact hygiene. 
 

  • We can turn the delete capability on or off, but we need to also allow admins to turn the add capability on or off
Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
Shilpa Gumnur
Helper ⭐️
October 8, 2021

@sarahmiracle you can expect it soon, we’re working towards making the ‘Add Person’ configurable.

pgeorge
Gainsight Employee ⭐️
Gainsight Employee ⭐️
October 12, 2021

@obarrette 

To confirm the understanding from my side. Are duplicates being created because of teams creating contacts from Salesforce and Gainsight?

We are currently working on the capability to sync contact creation and updates in Salesforce in Real time and also from Gainsight to Salesforce

With that we will be able to solve the duplicates being created. Gainsight will be able to identify the source of the record, either Gainsight or Salesforce and will avoid creating duplicates.

Would this help with the painpoint you are facing?

 

Thank you

Preethi

Helper ⭐️
October 12, 2021

@pgeorge duplicates are being created because we can’t use the GS Person ID as the unique identifier for person. 

The real-time sync would be amazing and make our life easier that’s for sure but we still need to be able to use the GS Person ID as the unique identifier for Person as the contacts created in Gainsight might be modified afterward in SF and this will need to sync back to GS as well.

Helper ⭐️
October 20, 2021

  

amanda.caldwell
Contributor ⭐️⭐️⭐️⭐️
July 6, 2022

@Shilpa Gumnur - we also need a way to make email address (Person) an optional field. It is making our use of People Maps unmanageable. Same issue as @Wayne, stated above.

 

cc - @christopher_sanderson , @tonyaclemons 

Shilpa Gumnur
Helper ⭐️
July 8, 2022

@amanda.caldwell Hey, looks like email id is the identifier for the people model in your case and identifiers are mandatory fields to avoid duplication of person records. However, I’m curious to hear about the challenge in using People maps, could you please elaborate on that?