Can you report on if an Account is a "Gainsight" customer?

  • 1
  • Problem
  • Updated 9 months ago
  • Solved
We have had some issues recently with our new customer import Rule. This looks for new accounts that have been converted in Salesforce and pulls them into Gainsight. It's Bionic and runs every 2 hours. The Rule itself shows "succeeded" 100% of the time.

However, we are now seeing that a small percentage of Accounts that *should* be hitting the rule are not being imported. I have had trouble tracking it down.

I am hoping there is a field or setting I can be using to report on (in SFDC or Gainsight) that denotes if an Account has been imported to Gainsight. I believe this is defined as the Account being "a Gainsight customer". 

Any guidance?
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Ben, Champion

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  • anxious that we are not properly onboarding all customers.

Posted 9 months ago

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Sundar, Alum

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Once you land into one of the Gainsight page, you need to key in the following URL by just typing the last part. you land in this page, you can resolve the anomalies and this might fix your problems
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Sai Ram Pulluri, Official Rep

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Hi Ben, Please consider this URL

This is how it looks in Account object. 

This is how Dataanomolies look like 
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Ben, Champion

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Thanks all. I was actually able to figure out our misses by making a new report in Reports Builder. I used the "Account Name" from the Account object, then also the "Account Name" from the CustomerInfo object. I also added the "Created Date" from CustomerInfo. I identified those accounts that were not imported into Gainsight by those that had a null value for "Account Name" from Customer Info or did not have a created date.

Now to figure out why they are note importing!