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marcelo
Helper ⭐️
March 29, 2018
Discovery

Sync SFDC picklist to GS dropdown list

Related products:CS Other Features
  • 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!

    25 replies

    pgeorge
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    September 14, 2021

    Hi @bradley 

    We are still evaluating the feature and will be adding this to the near term roadmap

     

    Thank you

    Preethi

    CarollynnC
    Contributor ⭐️⭐️⭐️
    October 12, 2021

    Upvoting - this would be a helpful addition. Thank you! 

    johntrask_bt
    Helper ⭐️
    July 11, 2022

    I would also love to see this.

    JohnTrask
    rrobinson
    Contributor ⭐️⭐️⭐️⭐️⭐️
    July 12, 2022

    Upvote as well!

    -RR
    mathieu.brillon
    Contributor ⭐️⭐️
    March 31, 2023

    Any update on this? Any way to maybe at least expose an API Endpoint?

    sdrostgainsightcom
    Gainsight Employee ⭐️⭐️⭐️
    April 13, 2023

    API upsert to Picklist possible via Rules Engine as a “sooner rather than later” maybe? Not sure what it takes to be able to access Picklist meta in SFDC, but hoping there’s something available to hook into.

    However it gets done, this would be very welcome, very used functionality in a world of large SFDC instances that are connected to GS -- when there is a team of SFDC Admins, 1 of them adding an option to a picklist isn’t going to trigger a dependency search downstream before implementing - and suddenly, records are failing in the Company sync (or other sync) -- being able to select key picklists for ongoing sync would be very helpful.

    Scott Drost, Gainsight -- Principal Customer Success Architect
    sacha
    Contributor ⭐️⭐️⭐️⭐️⭐️
    June 23, 2023

    Yup, upvote, bump etc. 

    Stuart
    Helper ⭐️⭐️
    October 18, 2023

    Hi folks, adding my +1 to this feature, and bubbling this request back up to the top.

    Not always are changes in SFDC completed by the same person responsible for maintaining Gainsight, especially in larger orgs, right?  It’s possible for picklists to be changed in SFDC and the changes not to be known about by the Gainsight Admin.  It wouldn’t be the first time I’ve had a rule error, only to find out it’s because a picklist value has been changed in SFDC and not communicated.

     

    Yes - in an ideal world the change would be communicated, but in that same world we’d also have the ability to automatically keep parity between valid picklist values in SFDC and GS!

     

    This thread calls out this functionality being added to the near term roadmap 2y ago.. Perhaps it can be revisited when the Product Team prioritize their backlog?

    romihache
    VIP ⭐️⭐️⭐️⭐️⭐️
    October 18, 2023

    Ohh dropdowns are a beautiful mess!
    Piggybacking an idea I posted some time ago… Even if the you added the new dropdown value in GS, it doesn’t automatically map in current rules :/


     

     

    Continuous improvement is better than delayed perfection
    TMaier
    Helper ⭐️
    October 18, 2023

    Came to upvote this and see that I already did at some point. Can I double upvote? This has been the source of quite a few Monday morning fire drills and countless meetings and emails about changes. Automating parity with the source system (SFDC in many cases) would save admins a ton of time and prevent embarrassing and disruptive mishaps - this would be an amazing enhancement.