User Creation from SFDC - Automatic License Type Assignment

Love this idea! This would save us so much time provisioning new users whose role requires Gainsight access.

Great question @Stuart !
I don’t think so, the User object is not accessible via rules engine either. Would be great to have this advanced criteria available in the connector! You should submit an idea 💡

Hi @anirbandutta,

If this functionality isn’t available, is it possible to turn this question into an idea?

Thanks!

Stuart

@Stuart  I’ve definitely done it in the past. You may need to ask Gainsight Support to give you the ability to do so. Support docs say you can as well - https://support.gainsight.com/Gainsight_NXT/03Rules_Engine/03Set_Up_Rule_Action_Types/Load_to_User_Action_Type

Assuming you have an SFDC connector, you would be able to access the User object in SFDC directly. You could also just use the Gainsight User object and make updates after the connector is run between SFDC and Gainsight.

This is on my roadmap at my new company, so I’m interested to see why this wouldn’t be possible anymore.

That’s a good callout @jason_metzler ! I realized I wrote “the User object is not accessible via rules engine either”, when I meant not accessible to upsert 🤦🏽‍♀️

I just did a test and couldn’t find the License Type as Target Field in Bionic or Horizon. I Will reach out to support and ask. Thank you!
 

Any updates on providing a way to set the license type via the rules engine.

 

I found the following post from a couple of years ago, and I’m not see an option to set the License Type from the rules engine:
 

• User license assignment via rules engine New Idea
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