Hi @clingley,
The GS Opportunity Line Item object does not currently support in-line editing, unlike other Gainsight standard objects such as Case, GS Opportunity, Company, Relationship, Person, Relationship Person, and Company Person. Unfortunately, this functionality is unavailable, and there are no plans to introduce it in future roadmap updates.
Workaround Solution:
Since direct in-line editing is not supported, an alternative approach is to create a custom object in Gainsight that replicates the GS Opportunity Line Item data. The process would involve the following steps:
- Replicate Data – Set up a custom object in Gainsight that mirrors the structure and data of the GS Opportunity Line Item object.
- Enable Editing – Since custom objects allow in-line editing, CSMs can update the necessary fields directly within this new custom object.
- Sync Back to SFDC – Once updates are made, leverage Gainsight's Rules Engine to sync the modified data back to Salesforce (SFDC), ensuring data consistency across systems.
While this workaround requires additional setup and maintenance, it enables CSMs to efficiently edit the required fields while ensuring data is accurately pushed to SFDC.
Note: When pushing data to the SFDC Line Item Object, you may encounter permission-related issues. It is recommended to check with your Salesforce Administrator or Developer to ensure the appropriate permissions are in place for seamless data synchronization.
