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Contributor ⭐️
May 31, 2022
New Idea

Be able to create real time rules on Person and Company Person objects

Related products:CS Rules Engine
  • May 31, 2022
  • 3 replies
  • 113 views

Today, is only possible to create real-time rules on Company, Relationship and Relationship type. This is a huge pain for us not to be able to have real time available on Person and Company Person object.

It would increase our efficiency and the accuracy of data, as it will tackle synchronisation issues we encounter with external tools.

3 replies

spencer_engel
Expert ⭐️
May 22, 2024

I would love to see this. As Gainsight has more and more features (especially AI-focused ones) that rely on accurate Person data, we’re considering making our Person data more accessible and possibly editable for CSMs. Up until now, we’ve had Salesforce contacts be our strict source of truth. In order to make this transition though, it would be ideal if Real-Time rules supported Company Person and Person so that we could do our best to ensure parity with Salesforce.

christopher_sanderson
Helper ⭐️⭐️
May 21, 2026

WE have an organization managing contacts from 3 different business units across Company and Relationships. Real time updates on certain fields would help us collaborate quicker and reduce duplicative work.

mobrien14
Helper ⭐️
September 10, 2026

We’d love to see this. Similar to ​@spencer_engel, we’d like to open contact-level editing directly within Gainsight to avoid asking our CSMs to manage the info between two systems. But in order to do so, we need to ensure that there is a real-time sync between the two tools & we’d prefer the flexibility that a rule offers vs. connectors.