This article explains how to integrate Salesforce with Gainsight PX.
The Gainsight PX Salesforce integration allows you to copy data from Salesforce to Gainsight PX on the Account and User records. If a matching SFDC record is found for a given Gainsight PX record, then the chosen fields on the field mapping screen are copied from the Salesforce object to the matched Gainsight PX record.
Note: For those that do not use the standard SFDC Account and/or standard SFDC Contact objects and instead have your Accounts and Contacts defined as an SFDC Custom Object, this integration also allows you to specify any SFDC Custom Object as the SFDC Source object.
Set Screen For Control Matching Logic
Click the Settings icon on the Salesforce card in the Integrations screen to enable data retrieval settings for Accounts and Contacts on the Matching Logic dialog.
Account Match Scenario
For Gainsight PX account records; if the account is matched before and the account.sfdcId field matches the id that was matched previously, Gainsight PX retains the previous match and skips remaining matching logic. Else, the integration finds the SFDC account that matches the "best" by applying a weighted value to how well it matches on the criteria that are selected in the SFDC integration screen in the application.
If there are multiple SFDC accounts that match, the account with highest cumulative score is considered a match.
|sfdcId to Salesforce ID||account.sfdcId equal to sfdcAccount.id||2.0|
|Custom Field Matching||Matching value in the two given fields||2.0||Fields must be of the same type, only strings and integral (whole number) numerics are supported.|
|Website Domain||account.website domain equal to sfdcAccount.website domain||1.0|
|Name||account.name equal to sfdcAccount.name||1.0|
|Recent user domain||user.email domain equal to sfdcAccount.website domain||1.0||Retrieves 100 most recently seen users and extracts they domains from their email addresses. If there is a mixture of email domains, the score is weighted by the portion of the users that have the same domain.|
Contact Match Scenario
For Gainsight PX user records; if the contact is matched before and the user.sfdcContactId matches the id that was matched previously, Gainsight PX retains the previous match and skips the remaining matching logic. Else, finds the first matching contact by iterating through the matching criteria that are selected in the SFDC integration screen. The first contact found that matches is selected.
The matching is done in the following order:
|sfdcContactId to Salesforce Contact ID||user.sfdcContactID equal to contact.id|
|Custom Field Matching||Matching value in the two given fields||Fields must be of the same type, only strings and integral (whole number) numerics are supported.|
|user.email equal to contact.email||If more than one matching email on SFDC, not considered a match|
|Phone||user.phone equal to contact.phone||If more than one matching phone on SFDC, not considered a match|
Field mapping allows you to map the field(s) in SFDC that you want to push to Gainsight PX. Authorize your access to Salesforce using the Authorize button on the Salesforce card. Click on the Map Fields icon on the Salesforce card. The Mapping fields window is displayed.
Following are the supported field types:
- DATE_TIME types in PX map to the following field types in SFDC
DATE, DATETIME, TIME
- STRING types in PX map to the following field types in SFDC
STRING, TEXTAREA, PICKLIST, MULTIPICKLIST, COMBOBOX, EMAIL, URL, ID, PHONE
- NUMBER types in PX map to the following field types in SFDC
INT, DOUBLE, PERCENT, CURRENCY
- BOOLEAN types in PX map to the following field types in SFDC
For more information on how to configure field mapping, refer to the Data Pulled from Salesforce section in the Salesforce Integration in Gainsight PX (Bi-Directional) article from the Additional Resources section.
|Salesforce Integration in Gainsight PX (Bi-Directional)|