Suggestions for Person Admin

Suggestions for Person Admin
Shilpa Gumnur
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Hello everyone!

Hope everyone's safe and doing well.

I've recently joined the tribe of Gainsight as a Product Manager for the Person model, Sponsor Tracking and People Maps and I'm super excited to get working on my first project, revamp of the Person Admin section that would entail:-

  1. Person Upload config

  2. C360-Person Config

  3. Sponsor Tracking Config screen

  4. Rules Engine: Load to People actions

You can guide or nudge me by:-

  1. Suggesting enhancements

  2. Share pain points

  3. UX improvements

  4. Technical or functional gaps

  5. Any other feedback

I'm all in for this project and ready to read every bit of info, so please attach relevant images of screens where you'd like UX improvements/links to support tickets/ customer conversation(that can be shared) or any other artefact supported on this platform. You can even write a song🙂

Waiting to hear from you soon and I know you are generous.

Thank you,

Shilpa

29 replies

O
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@pgeorge duplicates are being created because we can’t use the GS Person ID as the unique identifier for person. 

The real-time sync would be amazing and make our life easier that’s for sure but we still need to be able to use the GS Person ID as the unique identifier for Person as the contacts created in Gainsight might be modified afterward in SF and this will need to sync back to GS as well.

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amanda.caldwell
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@Shilpa Gumnur - we also need a way to make email address (Person) an optional field. It is making our use of People Maps unmanageable. Same issue as @Wayne, stated above.

 

cc - @christopher_sanderson , @tonyaclemons 

Shilpa Gumnur
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Userlevel 3
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@amanda.caldwell Hey, looks like email id is the identifier for the people model in your case and identifiers are mandatory fields to avoid duplication of person records. However, I’m curious to hear about the challenge in using People maps, could you please elaborate on that?

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