I have a team that works in Gainsight and another that works in Salesforce, and they both manage a piece of customer data. The data currently lives in Salesforce, but we want both teams to be able to edit it. Is it possible to edit or create a record on the SFDC custom object from within Gainsight?
Is data that lives in a Salesforce custom object editable from within Gainsight? Can a record on the object be created within Gainsight?
Userlevel 5
+3
You can create a rule that pushes information back into that Salesforce object, similarly you can create a rule that pulls information from that object. Without knowing how you track changes so there isn’t a tug of war on data updates, adding a last modified date/time would be needed.
Userlevel 7
+6
Provided you are either on the SFDC edition, OR Hybrid NXT version you could potentially use linked objects as well (this essentially enables you to associate an SFDC record with a CTA that you can create/modify from a tab on the CTA).
Main thing is you need to ensure your permissions are such that your GS users also have read and edit permissions for that object.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.