Under Consideration

Notifications: Enable Admin control for all users to default to Salesforce

  • 20 January 2021
  • 13 replies
  • 134 views

Userlevel 7
Badge +2

In NXT it appears that the only way to set users to receive notifications that direct them to Salesforce is either

  • End User manually setting the “Allow me to view my notifications" to Salesforce
  • Admin manually assigning Enable preferred Notification-SFDC one user at a time. 

This is terribly inefficient.  We should have an admin flag to auto-set all users to default to “Preferred Notification - SFDC”

 

Relates to 

 

 


13 replies

Userlevel 6
Badge +1

I can get behind this as we have more and more needs for non-CTA “Alerts” to our users and the current mechanism is as @darkknight stated. Could we find a way to mass enable “notifications” for CSM’s and auto-follow the accounts they are assigned to? 

tl:dr More admin control of notification settings for users and ability to mass “follow” accounts based on assignment

Userlevel 7
Badge +1

@darkknight possible already if you login via SFDC portal:

 

Userlevel 7
Badge +2

Thanks @gunjanm but that’s not what I’m talking about.  I’m talking about an admin setting that will enable the default preferred notification to be SFDC (without either the user OR the admin having to manually set it on each user) - so every time a new user is Synced to Gainsight from SFDC it will automatically inherit the default notification setting to SFDC

Userlevel 7
Badge

Any thoughts on this idea @nitisha_rathi ?

Userlevel 7
Badge +2

@nitisha_rathi May we please get a response on this? I have over 2000 users and I’m playing whack a mole with users getting notification links to NXT when we authenticate via Salesforce. (Supposedly my migration team had all existing users set to SFDC but that turns out not to be the case.) We need to be able to auto-default all users to SFDC edition without having to do it manually or set up a rule to do it for us.

 

Userlevel 7
Badge +2

While we’re at it, the default setting should also apply to Rules Engine emails.  These emails are hard-coded to login via NXT direct.  I should have the option to set it to Salesforce so that the rule links log me in through SFDC. @nitisha_rathi @minh_phan 

 

Userlevel 7
Badge +2

Welp. Turns out you cannot even do this via a rule because the Preferred Notification field is non-editable.

I have HUNDREDS of users who don’t have the Preferred Notification set to Salesforce.

Why does Gainsight make everything so difficult for Admins to maintain?

Userlevel 7

@darkknight Sorry for the inconvenience. If a user is synced via Salesforce connector (and had a SFDC avatar) then the default config for notifications is Salesforce. If a user is added via any other way then it is defaulted to NXT. Would this information help you? Are your users coming in via connector?

Userlevel 7
Badge +2

@nitisha_rathi Typically yes our users are synced by SFDC connector (I don’t find anywhere in the documentation that the default is SFDC if synced via connector.  Seems like an important thing to call out.), however we had a migration from SFDC edition to NXT.  

Additionally - this shouldn’t be an option end users can select - it should be admin controlled so that all users are functioning in the same way for consistency and security purposes.  At a minimum, I as an admin should be able to turn off the end user’s ability to make the switch. As mentioned I have over 2000 users and growing and variances like this get very unwieldy.

We do not and will not ever have our users login directly via NXT.  We should have the ability to lock that down and make everything point to SFDC.

 

Userlevel 7

@darkknight We will add this info in the documentation, thanks for pointing it out. I understand your point. We will make this change based on the number of customers asking for it. Thanks.

Userlevel 3

Hello All,

We have updated the info shared by @nitisha_rathi in our documentation. FYI @darkknight 

Userlevel 5
Badge +1

I have the inverse problem, we sync all our users from SFDC but we use NXT for GS and I want the default behaviour for users to be that they are sent to NXT when they receive an email. 

Also to add even more frustration I can’t even set the individual level preference from NXT, I have to go to SFDC and change over to the Gainsight App in order to do it. 

Generally user settings are SOOOOO spread out across Gainsight it’s crazy. I also have to opt everyone in individually to Sally and Inbound Emails - why can’t these also have a default setting (or at very least be set by permission bundles)..

Userlevel 7
Badge +1

@keith_mattes I’m thinking your comment deserves its own post! Let’s make it an idea 🙂 We’d love the ability to adjust the default settings for users to follow companies they’re assigned to.

Reply