IMPORTANTGainsight is upgrading Gainsight Connect to the new Salesforce Connector. This article is applicable only to those Gainsight users whose Orgs have been upgraded from Gainsight Connect to the Salesforce Connector. To learn about the Gainsight Connect Upgrade, click here.
This article is the first in a series of Salesforce connector articles. This article introduces the Salesforce Connector and briefly explains the various tasks involved in configuring this connector.
Overview of Upgrading Gainsight Connect to Salesforce Connector
Currently, Gainsight Connect is used to sync data from Salesforce to Gainsight. Going forward, this task will now be accomplished by a new connector known as Salesforce Connector. Gainsight will upgrade from Gainsight Connect to Salesforce Connector shortly. Once you upgrade to Salesforce Connector:
- Gainsight Connect schedules will not be executed.
- You cannot execute data sync jobs
Once Salesforce Connector is enabled, it will establish a connection to the SFDC org which is already authenticated in Gainsight Connect. After you connect Salesforce Connector to Gainsight, you can sync SFDC data with Gainsight. You can sync data from any SFDC object to Gainsight Standard or Custom objects. Salesforce connector provides you all the data sync jobs which are available in Gainsight Connect. Apart from the five data sync jobs provided by Gainsight Connect, Salesforce Connector also provides an additional data sync job known as Company Person sync. This job syncs data from Salesforce Contact object to Gainsight Person model. To learn more about Gainsight objects, refer to the Gainsight Objects article.
Overview of Salesforce Connector
Salesforce connector is Gainsight’s premium tool which enables Salesforce Customer Relationship Management (CRM) users to connect to Gainsight. Once Salesforce CRM is connected with Gainsight, users can sync their SFDC data with Gainsight. You can sync data from any SFDC object to Gainsight Standard or Custom objects.
The Salesforce connector is located on the Administration > Connectors 2.0 > Connectors tab.
The major advantages of using Salesforce Connector over Gainsight Connect are:
- You can apply filters on the data to be synced from SFDC to Gainsight.
- You can create new custom data sync jobs.
- You can use custom data sync jobs to sync data from any salesforce object to Gainsight.
- Salesforce Connector provides out of the box Company Person sync job. This job is used to sync data from SFDC Contact object to Gainsight Person model.
- You can set sync schedules with a frequency of once per hour.
- You can configure dependent jobs in Salesforce Connector.
Some common terms used in our Salesforce connector articles are listed below. These words and their associated descriptions are exclusively related to the Gainsight product.
- Gainsight Connect: Gainsight’s existing tool to sync data between Salesforce and Gainsight.
- Salesforce Connector: Gainsight’s new tool to sync data between Salesforce and Gainsight. All the existing customers will be eventually moved to this tool. New Gainsight customers are provided this tool, by default.
- SFDC: Salesforce database in which all the Salesforce data is stored.
- Connection: A connection is a link between Gainsight and Salesforce org.
- Data Sync: The process of fetching data from Salesforce’s database and ingesting it into corresponding Gainsight object.
- Data sync jobs: A Data sync job is an activity which syncs data from Salesforce Objects to Gainsight Objects.
- Out of the box jobs: Default Data sync jobs which are created after authorising a Salesforce org are known as out of the box jobs. Gainsight creates three out of the box data sync jobs.
The following terms are not applicable to existing Gainsight customers who are using Gainsight Connect.
- Authorization: The process of allowing Gainsight to access your Salesforce org.
- Open Authorization (OAuth): The authorisation protocol used to authorize Gainsight to access a Salesforce org.
- Production org: A Salesforce org which holds your real time data on which the Organization is working.
- Sandbox org: A Salesforce Org which generally holds sample production data used for testing.
- Custom Domain: Custom URL used to login to your Salesforce org.