Changing CSM's in SF does not sync with Gainsight
We assign accounts to our CSM's via Salesforce which after customer load rule is synced to Gainsight. However if we change the CSM in Salesforce, it is not changed in Gainsight. I have to manually go to every account and change the CTA's to a new CSM- which is very time consuming. Can this be changed? Or is there a solution for this?
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My thought was to have Gainsight automatically update the owner on open CTAs and Tasks when the CSM on the Account is changed.
Thank you for coming back to me.
This information is very useful for us.
In essence, you have two fields which has the CSM. What is the object in SFDC that has this field? and I assume you have the CSM field in Customer Info.
To automate this, you can create a rule which sync's the CSM field from SFDC to Gainsight on daily basis.
Kristin, We have Mass edit feature in Cockpit configuration. We can reassign the CTA from there. Find the images attached.