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    bradley
    bradleyExpert ⭐️

    Improve Filter Admin Experience Across GainsightNew Idea

    This is sort of two separate ideas but the underlying ask is a better experience for filters in areas like JO queries, rules and, to some extend, reports and dashboards: Let me re-order filters, please. I know that the advanced logic can be changed (I’ve seen this post too), but if I’ve got A-N filters set up and I want to keep them logically grouped together but realize I forgot one at B, I am almost starting over. Letting admins simply move them around (think show me fields in report builder) would be a big win.Why? If you’re able to group your filters logically together it makes it easier for you to build, it makes it easier for others to troubleshoot, or just understand what a rule does, and it reduces build/fix time. Let me change a filter instead of requiring me to delete it and re-add it if I need to change the field. This is already solved in most horizonized areas so hopefully it comes to the rest of the platform, but in combination with the above point, errors in field selection require you to rebuild your whole field set and/or rework possibly very complex logic. Letting admins simply select a different field for filter B instead of deleting it and adding it as M later on would be a big win.Why? Basically the same reasons as above - it makes managing filters, making changes, troubleshooting etc. easier. They’re both under the same banner of “improving the admin experience with filters” but they do it in two different ways and having both options would allow admins the most flexibility to make changes much less tedious and audits much more straight forward. Note: this spans multiple product areas (rules and JO) but I can only put it under one banner so hopefully this comment isn’t siloed to just one team.

    darkknight
    darkknightExpert ⭐️

    Align Gainsight Dropdown functionality to Salesforce Picklist functionalityNew Idea

    I know there was a post out here for something like this already (maybe even submitted or commented by me), but a cursory search yielded nothing.The problem:When a change is made to a Salesforce picklist value, 9 times out of 10 the admin changes the LABEL and not the API Name.The impact:The sync job doesn’t automatically fail because the API Name in Gainsight still matches the Dropdown Value in Gainsight.  However, when I change the Dropdown Value in Gainsight (so that it’s the “right” value from the business perspective) I can no longer sync that field via Connectors because it will fail on a mismatch between the modified GS Dropdown value and the SF API Name.This forces me to have to create a custom rule with case statements (because the SFDC Value shows as text but GS Value shows as ID) and run it every 2 hours just to be able to sync changes to the picklist.This is a terribly inefficient model. There’s got to be a way to address it on the product side, and I’m not talking about crazy workaround solutions such as API or Rules/DD case statements, or even trying to coach IT that changing the label but not the API name isn’t a best practice (that’s literally the only way to change field names in GS, w/o changing the API so….). If a change like this happens in Salesforce, we should be able to map it in the SF Connector and walk away. Make our jobs easier not harder please.