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Gainsight Inc.

Install Gainsight CS Data Connector Package

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This article explains how to install the Gainsight CS Data Connector package from Salesforce AppExchange to authorize the Salesforce Connector.

This article explains how to install the Gainsight CS Data Connector package from Salesforce AppExchange to authorize the Salesforce Connector and enable data synchronization between Salesforce and Gainsight.

Overview

The Gainsight CS Data Connector package installs the Connected App required to authorize and configure the Salesforce Connector between Salesforce and Gainsight. Once installed, you can authorize the Salesforce Connector and continue with configuring additional integrations as needed.

Gainsight provides separate packages based on the data center where your Gainsight tenant is hosted:

  • Gainsight CS Data Connector EU
  • Gainsight CS Data Connector US (for US1 and US2 tenants)

Install the package that matches your tenant’s region.

Prerequisites

Before installing the package, ensure that the user installing the package has permission to install AppExchange packages in Salesforce.

Install the Gainsight CS Data Connector Package

You can install the Gainsight CS Data Connector package either by searching in Salesforce AppExchange or by using the direct installation links below.

Option 1: Install Using Direct Installation Links (Recommended)

Using the installation link takes you directly to the installation page in Salesforce.

After selecting the appropriate link, continue with the installation steps below.

Option 2: Install via Salesforce AppExchange

  1. Log in to your Salesforce org with administrator credentials.
  2. From the App Launcher, search for AppExchange Marketplace and select it. 

    Salesforce Setup home screen highlighting AppExchange Marketplace in Apps menu to browse and install applications from Salesforce AppExchange.
     
  3. In the AppExchange search bar, search for Gainsight CS Data Connector EU or Gainsight CS Data Connector US, depending on your tenant region. The Salesforce AppExchange opens.

    Salesforce AppExchange search results for Gainsight CS Data Connector showing EU and US connector apps for secure Salesforce and Gainsight integration.
     
  4. Select the package published by Gainsight and select Get It Now.

    Salesforce AppExchange listing for Gainsight CS Data Connector EU highlighting Get It Now option and description for Salesforce and Gainsight integration.

After choosing one of the installation methods above, follow the steps below to complete the installation.

Complete the Installation

  1. On the Installation page:
    a. Verify that the correct Salesforce org appears in the Connected Salesforce Accounts field.
    b. If multiple accounts are listed, select the org in which you want to install the package.
    c. Click Install in Production.
    • Salesforce package install screen selecting connected account with Install in Production button for deploying the Gainsight integration package.
       
  2. Review the installation details, select the I have read and agree to the terms and conditions checkbox, and click Confirm and Install.

    Confirm Installation Details screen for Gainsight CS EU Connected App with terms agreement checkbox selected and Confirm and Install button.
     
  3. Select one of the following installation access levels:
    • Install for Admins Only: Grants access only to Salesforce Administrators.
    • Install for All Users:  Grants access to all users.
    • Install for Specific Profiles:  Grants access only to selected profiles.
  4. Review the package details and click Install.

    Install Gainsight CS EU Connected App screen with Install for All Users selected and Install button highlighted to complete package setup in Salesforce.
     
  5. Complete the installation.

    Installation Complete message for Gainsight CS EU Connected App showing app name, publisher Gainsight, version details, and Done button in Salesforce.

After installation completes, confirm that the package appears under Setup > Installed Packages in your Salesforce org.

Salesforce Setup Installed Packages page listing Gainsight CS EU Connected App with version 2.1, active status, and license details for integration.

  • The installation process is the same for both EU and US packages. The screenshots in this article are based on the EU package installation.
  • If you select Install for Specific Profiles, ensure that the appropriate Salesforce users or profiles are later granted access to the Connected App within Salesforce.
  • Failure to grant access to the required users may prevent successful authorization of the Salesforce Connector.