Notifications: Enable Admin control for all users to default to Salesforce

Hello All,

We have updated the info shared by @nitisha_rathi in our documentation. FYI @darkknight 

I have the inverse problem, we sync all our users from SFDC but we use NXT for GS and I want the default behaviour for users to be that they are sent to NXT when they receive an email. 

Also to add even more frustration I can’t even set the individual level preference from NXT, I have to go to SFDC and change over to the Gainsight App in order to do it. 

Generally user settings are SOOOOO spread out across Gainsight it’s crazy. I also have to opt everyone in individually to Sally and Inbound Emails - why can’t these also have a default setting (or at very least be set by permission bundles)..

@keith_mattes I’m thinking your comment deserves its own post! Let’s make it an idea We’d love the ability to adjust the default settings for users to follow companies they’re assigned to.

I have the same issue as @HollySimmons with the inverse of this issue. My users are defaulting to having their notifications open in SFDC, but not all my users use Gainsight in Salesforce, causing them to open to an error page. They don’t have AppExchange permissions, and so now these notifications are useless.

How do I get my users, who are added via SFDC connector, to have their notifications open in Gainsight by default? If I can’t, how do I adjust this as an admin to ensure the notifications open in Gainsight?

Does this not cover the use case? 

Admins can set login preference to Gainsight NXT to see Gainsight Notifications received through an Email. This is applicable only to the Gainsight NXT customers connected through Salesforce Connector. Gainsight NXT can be accessed either through Direct Gainsight Login or Salesforce Login. Earlier, the access preference to Gainsight for Email Notifications was not stable and is well defined now. Below are the two types of login preferences for Email notifications:

• Enable preferred Notification-NXT: When users click any hyperlink in the email notification, the system will redirect them to access Gainsight NXT through Direct Gainsight Login, where users need to enter their Gainsight login credentials to access the notification details inside the Gainsight application.

• Enable preferred Notification-SFDC: When users click any hyperlink in the email notification, the system will redirect them to access Gainsight NXT through Salesforce Login, where users need to enter their Salesforce login credentials to access the notification details inside the Gainsight application.

Gainsight email notifications notify users that a new CTA was assigned to them, they were mentioned in an Activity, a Success Plan was assigned to them, they received Survey Responses, etc.

Also, users can set their preference to access Gainsight NXT for email notifications from the My Settings > Notifications > Channel Subscriptions page.

Note: If a user is synced via Salesforce connector (and had a SFDC avatar) then the default configuration for notifications is set to Salesforce. If a user is added via any other way then configuration for notifications is set to NXT.

To set the login preference to Gainsight NXT to see Gainsight notifications received through Email:

1. Navigate to Administration > User Management.
2. Select Salesforce from the Users dropdown menu and select the required Salesforce Connection.
3. Select the required users. You can see that the Context menu is enabled.
4. Select one of the following options from the Context menu:
   • Enable preferred Notification-NXT
   • Enable preferred Notification-SFDC
5. Click Yes to confirm the notification preference.

From: https://support.gainsight.com/Gainsight_NXT/01Onboarding_and_Implementation/Onboarding_for_Gainsight_NXT/Login_and_Permissions/01Gainsight_User_Management#Admin_Settings_for_Login_Preference_to_Gainsight_NXT_to_see_Notifications