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marcelo
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!

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      spencer_engel
      spencer_engel
      Expert ⭐️
      October 18, 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.

      This is well-said. In our case, we didn’t even see a failure. We just noticed all the sudden that certain customers weren’t having their picklist fields updated because the new picklist options from SFDC simply weren’t added to the associated MDA picklist yet. I would rather have a failure in the rule that was updating it than just nothing at all. Of course, what I would really like is the auto-add feature discussed in the idea post here.

        darkknight
        darkknight
        Expert ⭐️
        October 18, 2023

        This came up during our NXT migration as well and the migration team created rules specifically to sync picklist fields from Salesforce to NXT as a catch-all for this exact reason.  That is a ludicrous (but unfortunately necessary for now) workaround, that I applaud them for at least attempting to mitigate.

        Gainsight wants to be an enterprise player? Data synchronization is a basic enterprise need (validated by the number of votes on this request) and shouldn’t require duct-taping backup rules and API workarounds together to achieve.

        It’s also sad that this is a 5-year old request that 2 years ago was noted as “on the short term road map” but has had no follow up since.

         

        Jeff Kirkpatrick
          darkknight
          darkknight
          Expert ⭐️
          October 18, 2023


          Gainsight wants to be an enterprise player? Data synchronization is a basic enterprise need 

           

          Correction: it’s basic need, period.

          Jeff Kirkpatrick
            alizee
            alizee
            VIP ⭐️⭐️⭐️⭐️⭐️
            October 19, 2023

            And sync we have bi-directional sync… dare I ask for syncing picklist values from Gainsight to SFDC for those picklist where Gainsight is the source? 

            The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
              jamesr26
              Contributor ⭐️
              January 29, 2025

              Adding Upvote on this Community Post. Picklist/Dropdown values should have sync potential so that new/old values are auto updated. Rules Engine can provide ERROR value does not present in list: <list>, but the value missing is mentioned in the ERROR and should trigger add to list event.

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