Sync SFDC picklist to GS dropdown list

Related products:CS Other Features

Forum|Forum|8 years ago
March 29, 2018
25 replies
612 views

Hello everyone. It seems like Gainsight Connect for picklist only synchronize 'Customer Stage' and 'Customer Status' values from SFDC to MDA. Has anyone found a way to synchronize any other picklists defined in SFDC into Gainsight? I want to avoid having either double duty, or worse, forgetting to update the SFDC picklist and the GS dropdown list. Any ideas or any plan to consider this use case? All feedback is welcomed!

Thanks!

spencer_engel

Expert ⭐️

Hi Marcelo - We actually do support dropdown picklists in the MDA. Here's the documentation for doing so:
https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Managing_Data_I...
I believe this is what you need, but let me know if not.

marceloAuthor

Helper ⭐️

Thanks Spencer. I know about dropdown list, but was looking for a way to sync the picklist in SFDC with the dropdown list object in MDA. As it currently stands I have to maintain the picklist in SFDC and the dropdown list object in GS. If there would be any way to automate this (sync what is in SFDC picklist over to dropdown list object in MDA) it would save time and errors.

spencer_engel

Expert ⭐️

Oh, I see. I should've known you would've already known about the picklist functionality :)

Not sure about automation plans. Will have to see if our product team has any info on that.

kyle_handley

Contributor ⭐️⭐️⭐️⭐️

Me too. Ticket #39996

May your day continue to be filled with awesome

raymond_obidegwu

Contributor ⭐️

This reply was created from a merged topic originally titled Custom SFDC Picklist should sync to MDA dropdown list via GS Connect.

[On behalf of Customer] It seems like Gainsight Connect for picklist only synchronize 'Customer Stage' and 'Customer Status' values from SFDC to MDA. Can we have a feature to have Custom SFDC picklist automatically sync via GS Connect to MDA dropdown.