Hi all - hoping to get some ideas on how to best automate / streamline license management.
Currently, our User sync (via the Integration) is setup to ingest any SFDC users where Active = TRUE.
However, we don’t have a mechanism for detecting and disassociating GS licenses when a User becomes inactive in SFDC.
Wondering how people have set this up.
Best answer by matthew_lindView original
Hello - I do this with a Rule in Rules Engine. It does a fetch for non-active users in SFDC and a fetch of active users in Gainsight. Then it merges the two datasets, only retaining the common records based on SFDC User ID. The Action is a Load to Users, which flips the Active field to False.
This scenario is very familiar to me. Setting the integration to Users where Active = TRUE seems so logical up front, until you realize then your Users can never catch that moment when your users become Inactive.
I’ve solved this issue via automation with a Bionic Rule. In your Rule:
You can schedule this rule to run daily or weekly, depending on the volume of changes you have in your SFDC User list.
Amazing - thank you all for your answers!