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darkknight
darkknight
Expert ⭐️
May 4, 2021
Development

Rules Engine: Allow ability to upsert on Load to User

Related products:CS Rules Engine
  • May 4, 2021
  • 14 replies
  • 198 views

SF Connectors aren’t robust enough to account for loading data based on a combination of logical factors, i.e. when you need to load users based on values in a different object than User.

For example, we want to load in external contractors but only when they have been assigned to a Project in SFDC.

Discovered yesterday that Load to User only support Update, not Upsert.  This is very restrictive.  Need to have the ability to Insert and Upsert into the user table.

 

 

    14 replies

    heather_hansen
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    May 4, 2021

    That seems really odd.  Especially because the Help text still shows all the options.  I would agree with @darkknight.  Not sure why those options wouldn’t be included.

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      May 4, 2021

      @darkknight and @heather_hansen sorry for the inconvenience, I will cross check the reason and get back to you on this.

      soumitrasahu
      soumitrasahu
      Helper ⭐️⭐️
      May 17, 2021

      @darkknight We will look into this, but, could you be able to give us more details on the Use case and the objective you are trying to achieve using the ‘Load to User’ action?

        Wayne
        Expert ⭐️
        May 17, 2021

        Adding our use case,  today someone has to manually add a user to GS in order to provide access. Dealing with smaller orgs, this is not a big deal but with high number of users in big orgs this is a time consuming effort that is not needed. We literally copy the info from another system into GS. If we could simply check a box in that other system that then pushes to GS that when ingesting that data creates the users it will eliminate this effort.

         

        Additionally, @darkknight an alternative solution could be to use API to create them. Can’t remember if this is a viable option or not.

          soumitrasahu
          soumitrasahu
          Helper ⭐️⭐️
          May 18, 2021

          @Wayne We have User Sync jobs to ingest Users into Gainsight from External Systems. Are these jobs not helping in your scenario?

          Wayne
          Expert ⭐️
          May 18, 2021

          Are you talking about the User Sync job from SFDC or from Dynamics into NXT?

           

          If an NXT environment is not connected to either of those, that does not solve the use case.

            soumitrasahu
            soumitrasahu
            Helper ⭐️⭐️
            May 19, 2021

            @Wayne Let me know if I understand the problem correctly. You have another system from where you want to bring Users into Gainsight but as we do not have an Out-of-the-box User Sync job for that system, you are not able bring users into Gainsight. If this is correct, could you be able to tell us which system do you want your users to be ingested from?

            Wayne
            Expert ⭐️
            May 24, 2021

            Yes you are understanding the issue correctly.

             

            It’s not an issue in my particular environment. But, I have implemented other customers in the past where this was an issue.

             

            I.E. Some NXT environments can’t be connected to SFDC but data can be brought in to NXT. This requires manual creation of users. Another customer I had was data coming from Zoho, this requires manual creation of users. Another they were connected to SFDC but only wanted users created from an external system, name of the external system is fleeing me right now, this required manual creation of users.

              soumitrasahu
              soumitrasahu
              Helper ⭐️⭐️
              June 7, 2021

              @Wayne Thank you so much for pointing out the challenges. We will add this to our Roadmap and will work on solutions for this.

                spencer_engel
                spencer_engel
                Expert ⭐️
                October 19, 2021

                Yeah, this limitation has reared its ugly head for me too. For some reason my SFDC User ID did not populate in the MDA User table in our Sandbox environment, which is causing issues for my access according to support. 

                 

                I tried to have a colleague upsert my SFDC User ID (using my email as an identifier) into the MDA User table, per support’s instructions, but the Load to User action not only is limited to “update,” it also forces you to use SFDC User ID as an identifier, leaving me in a frustrating Catch-22. 

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