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karen_862eb1
karen_862eb1
Contributor ⭐️⭐️
February 29, 2016
New Idea

Need a way to delete Inactive customers from Gainsight with a Rule

Related products:CS Rules Engine
  • February 29, 2016
  • 17 replies
  • 340 views
I would like to be able to delete customers from Gainsight that have changed from Active to Inactive status in Salesforce.  Ideally I'd be able to do this with a Rule, but support has advised me that is not currently possible.  The two manual options they provided are (1) to delete them manually (I filtered the Customers page on status, chose the Inactive ones, and had to delete one by one using the trash can icon; obviously I'll need to repeat this daily or weekly or monthly), or (2) to create filters to filter them out (which seems less safe to me in case a filter gets missed, then the total on the Customers page won't equal totals on dashboards).  It would be great to do this nightly with a Rule.  Thank you!

    17 replies

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    james_dahlgard
    james_dahlgard
    Contributor ⭐️⭐️
    January 3, 2018
    Us as well! We have a type of customer we would like to not view in Gainsight 

    Thanks! 
    tim_harper
    tim_harper
    Contributor ⭐️⭐️⭐️⭐️
    February 28, 2018
    I was told that we are charged for inactive accounts, so we need to purge old ones instead of paying for them.
    dale_parent
    dale_parent
    Helper ⭐️
    March 6, 2018
    We would also like the ability to prune inactive accounts, based on additional criteria.  We are approaching our SFDC storage limit and now we must purchase more to stay afloat.  (Scorecard History is one of the top storage users)
    nancy_bray
    nancy_bray
    Contributor ⭐️⭐️⭐️
    March 20, 2018
    Hi Sundar,  This is also an issue for us.  We have two Gainsight records for the same customer.  One is Inactive and one is Active.  Having both is causing confusion for the CSM so I need a way to delete the Inactive one.  
    brittani_martin
    brittani_martin
    Contributor ⭐️⭐️
    March 29, 2018
    Can someone from Gainsight please give an update on this?
    jeffrey_dasilva
    jeffrey_dasilva
    Helper ⭐️⭐️
    March 29, 2018
    @Nancy Bray - If the Gainsight customers you refer to don't map one-to-one with SFDC records then this should appear in data anomolies: https://support.gainsight.com/Product_Documentation/Administration/General_Administration/Fixing_Dat...
    sugandha14
    Contributor ⭐️⭐️
    May 16, 2022

    Is there an update on this from Gainsight. We append the user with Inactive to differentiate between Active and Inactive but we see all users either Active and Inactive show when we search for them in dashboard and that does not provide a good user experience and there is no need to show the Inactive ones. They do seem greyed out but users are still able to select those 

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