CSM mapping on Gainsight Connect Company object
None
In the new Gainsight Connect feature, the Company object (over in MDA) brings together Customer Info and Account. One of the default mappings is for "CSM," which itself is a lookup over to the User object. All well and good.
Except the assumption was made in the default mapping that the CSM is the owner of the Account in Salesforce. That doesn't match our reality in most cases.
Seems like that should either use the CSM field mapping on the Customers screen, or at least let us specify what user lookup field to use.
Except the assumption was made in the default mapping that the CSM is the owner of the Account in Salesforce. That doesn't match our reality in most cases.
Seems like that should either use the CSM field mapping on the Customers screen, or at least let us specify what user lookup field to use.
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But when viewing the Customer object, the CSM field has only the "eyeball" icon, not the pencil. When I click that I'm taken to a view-only view of the field details. If you or the Gainsight team are seeing something different that'd be useful to know.
We have made the mapping of the standard fields editable in the GS Connect.
By default, all the standard fields will be mapped but user will have the ability to edit the mapping in the mapping screen
i.e CSM mapping now editable
Gainsight Connect uses the last modified date timestamp to import the data from salesforce.
Import Now/Scheduled Run: Only the data that is new/modified after the last import is imported
NOTE:
Whenever a mapping is updated: if you had already imported the data before updating the mapping
Use Import from date: Set the past date (when the data was imported for the first time, check in logs), This will import the data respecting the latest mapping
If you are importing the data for the first time you could use import now
This fix will be available as part of 5.5.9 upgrade to all the customers(opt-in), upgrade has already been started and will most likely be available to everyone by EOD
Will update the post here once all the customers are upgraded
Thanks and Regards,
Lakshmi
Thanks and Regards,
Lakshmi
Just make sure that the customer has the 5.5.9 upgrade, you would be able to customize the mapping
Thanks,
Lakshmi