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New Idea

Enable Real Time Sync in Connectors with Opportunities

Related products:CS Data Management & Integrations
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andreammelde

Ideally, opportunity would have a real time sync back to SFDC as there are fields the CSMs are required to update. Additionally, this would allow for a better sync for CSQLs that are configured to create Opps

5 replies

Ritika Jindal
  • Gainsight Employee ⭐️
  • 44 replies
  • May 23, 2023

Hi @andreammelde ,

 

I did not get your request.

There is already a real time sync from gainsight to Salesforce.

Any update you make in CSQL in gainsight will be reflected in salesforce.

 

For syncing data back from salesforce to gainsight , here you need connectors and we have OOTB job here for that too -Opp sync job

 

@Sowmya 

 


andreammelde
Forum|alt.badge.img+3
  • Author
  • Helper ⭐️⭐️
  • 367 replies
  • May 23, 2023

@Ritika Jindal does that work if you use the “opportunity” and not “lead”? how is that set? I could not find documentation and when I updated a CSQL that was loaded to Opp, it did not sync back


andreammelde
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  • Author
  • Helper ⭐️⭐️
  • 367 replies
  • May 23, 2023

How do you track failures?


andreammelde
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  • Author
  • Helper ⭐️⭐️
  • 367 replies
  • June 1, 2023

@Ritika Jindal checking back on this - if you have it set with “opportunity” and not lead, is there a real time sync? i do not see it in the connectors or anywhere else in the product


Forum|alt.badge.img
  • Contributor ⭐️⭐️
  • 4 replies
  • February 28, 2024

Agree that the real-time sync from Salesforce back to Gainsight for Opportunities would be a big win.  Currently the changes made in GS sync in real time to SFDC but if changes are made in SFDC there is a lag based on the refresh schedule.


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