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Do changes in the records of Person write back to Salesforce?

  • 29 May 2019
  • 6 replies
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shiela_kern
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Hello,



Can you share more information on how Person integrates with SF? And if any enhancements have been made to this in the new beta for people mapping? Our team had originally explored Person however on testing found that information that is changed in a person's record, did not in fact write back to Salesforce. Can you confirm whether that was an existing limitation of the funtionality previously, and whether that is solved for in this beta with new enhancements to person?


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Best answer by kunal_bhat 31 May 2019, 15:48

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katerina_nemcova
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We had the same issue and are currently using bionic rules to sync info between the two systems - including creating new users and syncing edited information like job titles.



It has limitaitons but works reasonably ok for us so far - Sales can continue using SFDC and our CSMs use Person without duplication efforts.


katerina_nemcova
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We had the same issue and are currently using bionic rules to sync info between the two systems - including creating new users and syncing edited information like job titles.








It has limitaitons but works reasonably ok for us so far - Sales can continue using SFDC and our CSMs use Person without duplication efforts.


kunal_bhat
Rank
Hi Shiela,



It is possible to write data back from Gainsight Person into Salesforce. This can be done using our Load to SFDC object action in Rules Engine. I'll post a video here with instructions witihin a day.



Thanks,



Kunal


kunal_bhat
Rank
Hi Shiela,



Here's a short video to walk you through setting up the rule to write from Person to SFDC Contacts.



https://vimeo.com/339553987



Hope this helps!



Thanks,



Kunal


HollySimmons
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@katerina_nemcova 

Would you be able to explain a little about how you ensure the data is kept correct between the two systems when editing via both? 

As neither sync (SF → GS via connector, & GS → SF via rules) are real-time I am concerned that if, for example, a record is edited in GS the edits could be overwritten by the SF sync before the GS sync has had a chance to run? 

 

katerina_nemcova
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Hi @HollySimmons 

Both SFDC → GS and GS → SFDC syncs we have in place are using “last modified date” and run once every 2 hrs so assuming one field was not modified in both systems within the 2hrs timeframe, the changes come through ok.

In other words - the rules run once every 2 hrs and check for any fields (out of the 20 fields we sync) that have been changed since the last 2 hrs. If any are found, they are updated in the other system (and vice versa). All in all, we have 6 rules in place:

  • two to bring in new contacts created in either SFDC or GS
  • two rules to turn contacts Active/Inactive in the other system
  • two rules to sync changes made in the lat 2 hrs 

These are the rules we set up with Kunal a while back. I wonder if there is anything more advanced now but in any case, this is still working ok for us.

Thanks

Katerina 

 

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