I received a Slack message from a new user the other day telling me that she received an email notification about a new CTA that had been assigned to her, and when she clicked the link to take her to the CTA, she received an error message.
She shared the error message with me, and I could tell that the link was directing her to log in through the SFDC Hybrid Gainsight managed package. While we sync users to Gainsight using the SFDC User Connector, our users work out of NXT and not SFDC. Many of them don’t even have the permissions to use the NXT managed package.
The first problem here is that because we are syncing in users from SFDC, it is defaulting notification preferences to SFDC hybrid. I don’t want that, and it means I’ll need to reactively update any new users’ preferences to set to NXT.
Now the second problem, is that I know a user can make these changes for themselves, however they need to do so from within SFDC Hybrid. Because my users do not have permissions to use NXT in SFDC, they aren’t actually able to update their own permissions.
Then the third problem comes in when I tried to mass update all of my users. It has been some time since I’ve checked my new users’ notification preferences, and I figured it was just a good idea to set all my users in bulk to NXT as their preferred for notifications.
I followed the steps in the help article, but then I noticed odd behavior. Here’s what happened:
- Navigated to User Management > changed source to SFDC
- Clicked the box at the top of the user list to select all in the page view
- Then clicked the box that said “Check all 77 users” (so that I could choose all users, not just the 25 in my page view)
- Clicked the three dot menu to change notification preferences
- Received the message below telling me that 25 users would be changed even though 77 were selected
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As a workaround, I needed to change my pagination to view 100 records on a page, then select all, then update preferences.
This post is to request that:
- We allow admins to determine the default preferred notification setting for all users regardless of how the user was synced into Gainsight
- We allow users to change their settings natively within Gainsight NXT
- We fix the bug experienced when trying to bulk-update user notification settings preferences