We are new to GS and just went live last week. Any recommendations on best practices on synching Contacts/persons between SF/Gainsight.
When a person/contact is missing is it best to just have that contact record created in SF and have it push over to GS or go ahead and create the person in GS and write a rule to write back to SF. Is there benefit to one way or another?
Best answer by katerina_nemcova
We have a 2-way sync set up between SFDC Contacts and People in Gainsight. All in all we have 6 rules running every 2 hrs which:
- sync changes made to a contact in either database e.g. telephone, address ...
- bring new contact created in either database
- turn contacts inactive
We set this up in mid 2018 so there may be a better way now ? and if so, I’d recommend moving that direction but if not, then this may work for you too. It’s given us a way to sync two contacts repositories into one, giving people the option to use either of the systems (some of our Sales will only use SFDC and some of our CSMs will only use GS). This solution is not perfect and you need to consider few things like deleting a contact but there are ways around it and so far this has worked well for us