If we have duplicate contacts in SFDC, once we clean that up, do we re-sync to GS? Does that happen automatically?
What report would I run in GS to check to make sure i don’t have any duplicate contacts?
+3
Hello
Userlevel 6
+5
The default key for Person records in email so Gainsight won’t create duplicate Person records if the email address is the same for more than one contact. If it is a different email address, then a new Person record would get created.
Any records removed from Salesforce would not automatically be removed from Gainsight. People can be deleted from Gainsight on the C360 but this only removes the Company Person record. To delete the Person record, you would need to delete via Data Operations.
This is causing havoc in our org. We manage all contacts in Salesforce - feeding “key contacts” to gainsight for our CSM motion. When a contact gets their email corrected in Salesforce - it creates a duplicate in Gainsight. Any time an email gets mistyped; or a domain changes (updates from long name to abbreviated, example) it creates a duplicate.
I can have an admin find a report where a gs contact name has 2 emails - then open up each in salesforce - identify the orphaned gainsight record (wrong email address), and manually go and delete the incorrect person record.
This is pretty awful and time consuming. Anybody have a better option? Or a item on the product roadmap to solve this?
Userlevel 6
+9
Thanks for the pointer to person merge,
I’m hoping gainsight has plans to leverage GSID/Salesforce ID instead of email address a key.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.