Deletion via Rules Engine
Being able to delete from Objects in SFDC and MDA via the rules engine. We all understand that this is a risky feature to deploy. But there are some use cases that are compelling enough to warrant this request. Any please post your use cases below in the comments and like this post if you support this feature.
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Good use case is around mapping tables or bridge tables which are well maintained the customers DW and they just want to be synchronized to the same one in Gainsight.
A good use case would be where customers use an MDA table to track historical changes (week over week, for example) by copying data from SFDC on a specific cadence.
After some period of time, older historical data needs to be purged and doing this via a rule makes a ton of sense.
Specifically, I'd like to be able to delete certain rows of data that meet specified conditions (this could also be accomplished by inserting null values into MDA tables). Additionally, I want to be able to delete specific rows that meet specified criteria (ID x, for example).
Our use case is for CoPilot - we don't want to maintain continually growing MDA table for daily outreach. We'd like to clear out the old data so we only maintain the data we need for the jobs.
The table could get huge - we're pulling in contacts.There's no value to us to keep this data ongoing.
Right now, we're looking at manually purging the data.
I'm curious about the use case you mentioned above. It sounds like you might be creating a custom MDA table with data that you use for an outreach. Is that because a standard powerlist won't work for your needs?
There are a couple of reasons - if there is a different solution then I'd like to hear it.
We are stitching together data points across multiple record types for template tokens. Dataspaces won't suffice either.
On top of account attributes, we're filtering for contacts that have a specific Account Relationship type (not to be confused with Gainsight relationships, these are Contact to Account Relationship types, like Admin or Named Caller).
I've provided my CSM with the design spec if you're interested. It's changed a bit but essentially, it's all there.
Check out this article with more details: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...
I think this might be a cleaner way to achieve what you did previously with building custom tables.
This is really needed!
We are implementing a rule to load our Prospect Customers from Salesforce into Gainsight, whenever they have an opportunity at 90%.
Loading is simple, we already have a rule for that, the issue comes when we want to remove those Prospect Customers from Gainsight if the opportunity is lost.
Right now we cannot move forward with the rule implementation unless we have a way to "clean" the prospect accounts from Gainsight. :(
The alternative is to use SFDC Data Loader, which is not an easy alternative for us, as we are not SFDC admins.
And deleting one by one in the Customers tab, is also not a viable alternative.
We will probably drop this requirement for now, as having all the prospects in Gainsight causes entropy.
Hi Team,
Do we have this feature this year;’s roadmap?
Best,
Hardik
Is there any plan of implementing this? This is very useful feature and has been openfor quite some time now