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dan_ahrens
dan_ahrens
Expert ⭐️⭐️⭐️
March 11, 2021

Virtual Customer Advisory - Real-time Bi-directional SFDC Sync

  • March 11, 2021
  • 19 replies
  • 726 views
Virtual Customer Advisory - Real-time Bi-directional SFDC Sync

 

Hi Community! We want your feedback via a live advisory session with our Product Management team

 

What is the Virtual Customer Advisory Meeting (VCAM) about?

We are designing a Real-Time Bi-directional sync capability with Salesforce through Connectors for Company and Person objects. This would help reduce the latency between Gainsight NXT and Salesforce without overriding changes in any system.
During this VCAM, we would like to discuss on the following

  • User scenarios or problems that should be solved with this functionality
  • Preparation and Configuration of a Real-Time Job
  • Intricacies of the Salesforce Account & Gainsight Company, Relationship constructs
  • For one session (Slot 3), we will focus more on Salesforce Contact or Account Contact Relation sync to Gainsight Person, Company Person or Relationship Person 
  • Presentation of initial mocks for Job Preparation, Configuration, and Audit Logs

 

Who is the right person to Enroll?
Gainsight Admins who have experience with Account/Contact objects in Salesforce and have implemented some form of data read/write capabilities in Gainsight with Salesforce. Familiarity with Connectors would be good to have. Reference: https://support.gainsight.com/Gainsight_NXT/Connectors_(Horizon_Experience) 


When is this happening?
We are planning sessions in 3rd & 4th week of March 2021

Slot 1: 19th March 2021 11:00A ET / 08:00A PT/ 09:30P IST
Slot 2: 22nd March 2021 10:30A ET / 07:30A PT/ 09:00P IST
Slot 3: 24th March 2021 11:00A ET / 08:00A PT/ 09:30P IST (Focus on Person)

 

What should you do?
Please register for the roundtable slots provided using this form.  We will reply back with a calendar invitation. If you are unable to use Google forms due to company restrictions you can email sbakshi@gainsight.com to sign up. 

      19 replies

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      bradley
      bradley
      Expert ⭐️
      March 16, 2021

      I also want to mention that we’re having an issue with linked objects created in Gainsight CTAs and injecting a bunch of HTML into their SFDC counterpart. And I mean the actual back-end code, not the rendered output. This escapes the HMTL stripping in rules, and really needs to be resolved before bi-directional syncing happens. I don’t know if it’s just our org or more wide-spread but it’s a huge pain for our users.

      The HTML will show up even if all you write is “Hello World.”, so we can’t just work around it by removing some bulleting and indentation.

      bradley
      bradley
      Expert ⭐️
      March 22, 2021

      Something that popped up in today’s discussion, was needing the ability to grant write permissions for write-enabled fields based on user groups.

       

      This would help mitigate adoption hesitation, especially with regard to convincing Salesforce teams it’s a good idea.

       

      You may have fields you want to be able to update in Gainsight first, but you may not want everyone able to update them.

        bradley
        bradley
        Expert ⭐️
        September 17, 2021

        @dan_ahrens , @Sai Ram , @Cornelia Where are we with this? Any update?

        darkknight
        darkknight
        Expert ⭐️
        October 7, 2021

        Echoing @bradley  I’m also curious where we are with this.  We had the VCAM 6 months ago (March 24 to be exact) and, IIRC correctly, we were told that this was “coming soon” and that we’d have some follow up on the feedback we provided and the directional plans as a result. 

        May you share any update @Swati Bakshi @dstokowski @pgeorge @minh_phan  @Cornelia ?

        Jeff Kirkpatrick
          pgeorge
          Gainsight Employee ⭐️
          pgeorge
          Gainsight Employee ⭐️
          October 12, 2021

          @darkknight @bradley This is currently work in progress. We are working to release this enhancement early next year for the Salesforce connector. 

          Once the release timelines are more clear, I will be posting updates in this thread.

          Thank you

          Preethi

            HollySimmons
            HollySimmons
            Helper ⭐️
            January 11, 2022

            @pgeorge is there a release timeline yet for this :) thanks!

              spencer_engel
              spencer_engel
              Expert ⭐️
              January 18, 2022

              I’m also curious on a timeline on this. We need to have some kind of idea as we plan strategically for our NXT implementation/upgrade.

              darkknight
              darkknight
              Expert ⭐️
              January 19, 2022

              @pgeorge @anirbandutta In the draft release notes for Feb 5 it says

               

              Sync Salesforce Data in Real-time: Admins can now sync Salesforce Account, Contact, and Case data in real-time to Gainsight through Salesforce Connector.

               

              Do we have an ETA on when we’ll be able to RT Sync in the reverse direction?

              Jeff Kirkpatrick
                spencer_engel
                spencer_engel
                Expert ⭐️
                February 17, 2022

                Can we get an answer to @darkknight’s question? The term “real time bi-directional sync” implies that we would have a real-time sync from SFDC to GS AND from GS to SFDC, but it appears we only have SFDC to GS, so it’s not really bi-directional.

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