Sometimes integrations break. While I would hope Gainsight support would monitor, catch, and address things when the integration stops working, that may not be the case.
Here’s a simple solution I came up with to ensure that (at least half of) the integration is still working. (Shoutout Google Gemini
for the thought partnership )
My assumption: if the PUSH of PX data TO Salesforce isn’t working, the PULL of Data probably isn’t either. But this solution doesn’t necessarily guarantee to catch the other half if the PUSH continues to work.
Set up a Salesforce field
- Create a field on Salesforce Contacts for PX Last Seen
- Set your Salesforce integration to PUSH data from PX to Salesforce
- PX User attribute (out-of-the-box): Last Seen
- Salesforce field:
{your field name}
Create a Salesforce Report
- Create a report
- Filter all contacts by
{your field name}
= TODAY
Subscribe to the Report
- Schedule to run whenever makes sense based on the multiple daily syncs that push data from PX to Salesforce (the 4pm GMT makes the most sense to me)
- Set it to email you at whatever cadence you want to monitor (I’m doing week days)
- Set it to email only when certain conditions are met
- Set this to be the low end of your expected Daily Active Users (Total Records is less than X)
The end result is that Salesforce should email you this report any time the conditions are met. Thus, a custom alert.
You could also eliminate that last step and schedule it to email you daily with the report. But I’m concerned mostly with knowing when the multiple-pushes per day are NOT successful.