Deletion via Rules Engine

Forum|Forum|9 years ago
August 2, 2017
15 replies
465 views

Being able to delete from Objects in SFDC and MDA via the rules engine. We all understand that this is a risky feature to deploy. But there are some use cases that are compelling enough to warrant this request. Any please post your use cases below in the comments and like this post if you support this feature.

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ana_rita_santos

Contributor ⭐️⭐️

Any news about this feature?
This is really needed!

We are implementing a rule to load our Prospect Customers from Salesforce into Gainsight, whenever they have an opportunity at 90%.
Loading is simple, we already have a rule for that, the issue comes when we want to remove those Prospect Customers from Gainsight if the opportunity is lost.

Right now we cannot move forward with the rule implementation unless we have a way to "clean" the prospect accounts from Gainsight. :(

lila_meyer

Gainsight Employee ⭐️⭐️⭐️

Hi Ana, I believe our Support team can recommend ways to remove the data, so you may want to reach out to them at support@gainsight.com. This is still not yet possible with rules.

Lila Krutel, Dir. Global Education Services

ana_rita_santos

Contributor ⭐️⭐️

Thanks Lila, I already did!
The alternative is to use SFDC Data Loader, which is not an easy alternative for us, as we are not SFDC admins.
And deleting one by one in the Customers tab, is also not a viable alternative.

We will probably drop this requirement for now, as having all the prospects in Gainsight causes entropy.