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Admin Office Hours - 8/23/18
Hello -- In the past, I had to send support a list of any accounts we wanted to remove from our instance. There was a product update in July which allows Admins to remove accounts without sending a list to Support.
It was very nicely documented and the video was much appreciated. Can we discuss best practices around this? For my situation, I need to filter on account status (which isn't available on the Company object so I will need to add...) then would like to export the list so I can look back on which accounts were deleted (since this cannot be reversed).
For context, I need to remove any accounts with account status "debooked" or "transferred". I was planning to do this as part of a regular audit, but if there are suggestions for rules or anything that may help me with this process, I'd like to learn more.
Thank you,
MK
Release notes: https://support.gainsight.com/Release_Notes/Current_Release_Notes/07Release_Notes_Version_5.16_July_...
Additional article on deleting from Data Operations: https://support.gainsight.com/Data_Management/Gainsight_Standard_Objects/Data_Operation#Delete_the_e...
Enhancements
Gainsight Data Management
It was very nicely documented and the video was much appreciated. Can we discuss best practices around this? For my situation, I need to filter on account status (which isn't available on the Company object so I will need to add...) then would like to export the list so I can look back on which accounts were deleted (since this cannot be reversed).
For context, I need to remove any accounts with account status "debooked" or "transferred". I was planning to do this as part of a regular audit, but if there are suggestions for rules or anything that may help me with this process, I'd like to learn more.
Thank you,
MK
Release notes: https://support.gainsight.com/Release_Notes/Current_Release_Notes/07Release_Notes_Version_5.16_July_...
Additional article on deleting from Data Operations: https://support.gainsight.com/Data_Management/Gainsight_Standard_Objects/Data_Operation#Delete_the_e...
Enhancements
Gainsight Data Management
- Option to delete records from the Data Operation page: You can now delete records from the Company and Relationship objects in the Data Operation page.
CAUTION: Once you delete a record from the Company or Relationship objects, you cannot recover the record later.
To delete records from the Company and Relationship objects:- Navigate to Administration > Data Operation.
- Select either the Company or Relationship standard object from which you want to delete records. Records from the selected object are displayed.
- Select the checkbox next to the record that you want to delete.
- Click the Delete record icon to delete records that you have selected. Delete Record dialog appears.
- Before deleting records, you can check other object dependencies on the current object by clicking link to Object Dependencies as shown below. Object graph of the current object is displayed.
- Click CONFIRM to proceed with deleting the records that you selected.
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