Under Consideration

Sync SFDC picklist to GS dropdown list


Userlevel 6
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Hello everyone. It seems like Gainsight Connect for picklist only synchronize 'Customer Stage' and 'Customer Status' values from SFDC to MDA. Has anyone found a way to synchronize any other picklists defined in SFDC into Gainsight? I want to avoid having either double duty, or worse, forgetting to update the SFDC picklist and the GS dropdown list. Any ideas or any plan to consider this use case? All feedback is welcomed!

Thanks!

11 replies

Userlevel 7
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Hi Marcelo - We actually do support dropdown picklists in the MDA. Here's the documentation for doing so: 
https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Managing_Data_I...
I believe this is what you need, but let me know if not.
Userlevel 6
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Thanks Spencer. I know about dropdown list, but was looking for a way to sync the picklist in SFDC with the dropdown list object in MDA. As it currently stands I have to maintain the picklist in SFDC and the dropdown list object in GS. If there would be any way to automate this (sync what is in SFDC picklist over to dropdown list object in MDA) it would save time and errors.
Userlevel 7
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Oh, I see. I should've known you would've already known about the picklist functionality :)

Not sure about automation plans. Will have to see if our product team has any info on that.
Userlevel 2
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Me too. Ticket #39996
Userlevel 2
This reply was created from a merged topic originally titled Custom SFDC Picklist should sync to MDA dropdown list via GS Connect.

[On behalf of Customer] It seems like Gainsight Connect for picklist only synchronize 'Customer Stage' and 'Customer Status' values from SFDC to MDA. Can we have a feature to have Custom SFDC picklist automatically sync via GS Connect to MDA dropdown. 
Userlevel 7
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@All. Changing this to an idea post,since its a new request. 

Thanks for posting!
Userlevel 7
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@sai_ram Is this still in consideration?

Userlevel 7
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@john_apple Thanks for the reminder, I will let you know.

Userlevel 7
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@sai_ram or @Cornelia any update on this? Movement in three years? :joy:  Ties into this one as well 

 

Userlevel 3

Hey @bradleymcg, my apologies for not following up on this. Will look into this and have the Product Manager  respond at the earliest. 

Userlevel 6

Hi @bradleymcg 

We are still evaluating the feature and will be adding this to the near term roadmap

 

Thank you

Preethi

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