We have a use case where the bulk of our users do not have Salesforce access however we have a portion of our user population that has SFDC access as well.
We would like the ability to bring users in as inactive rather than the default which is bringing the users in as active.
+4Hi
If you create a rule in the Rules Engine and pull all your Salesforce users, you can use an action called Load to User to update them. It would be easier if you could just load users directly from the Rules Engine as you would be able to default the Active field to Inactive but that’s unfortunately not possible. With the Load to User action, you can only update records.
I know it’s not an ideal solution to have a connector job followed by the rule to clean up the data but hopefully it will get you to where you want to automatically.
+4Here’s an article on the Load to User action in the Rules Engine for some more help:
When importing users from Salesforce, the states (active/inactive) of the users will be honored. For example, inactive users from Salesforce will be imported as inactive users in Gainsight.
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.
