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andreammelde
Helper ⭐️⭐️
May 16, 2023
New Idea

Enable Real Time Sync in Connectors with Opportunities

Related products:CS Data Management & Integrations
  • May 16, 2023
  • 5 replies
  • 108 views

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 ⭐️⭐️
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
Helper ⭐️⭐️
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

Andrea Carroll
andreammelde
Helper ⭐️⭐️
May 23, 2023

How do you track failures?

Andrea Carroll
andreammelde
Helper ⭐️⭐️
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

Andrea Carroll
Contributor ⭐️⭐️
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.