Skip to main content
Gainsight Inc.

Install and Configure Gainsight CS SSO Managed Package

  1. Last updated
  2. Save as PDF
This article explains how admins can install the CS SSO Managed Package from Salesforce AppExchange and enable Salesforce-based authentication for supported Gainsight plugins and mobile applications.

This article explains how admins can install the CS SSO Managed Package from Salesforce AppExchange and enable Salesforce-based authentication for supported Gainsight plugins and mobile applications.

Overview

The Gainsight CS SSO Managed Package contains an External Client App (ECA) that enables secure access to Gainsight Customer Success within supported Gainsight plugins and mobile applications using Salesforce authentication. After installing the package, Salesforce-based authentication becomes available automatically for supported plugins and mobile apps, allowing users to sign in using their Salesforce credentials.

This package is intended only for authenticating extended Gainsight experiences. It does not replace the Gainsight Customer Success managed package or the Gainsight CS Data Connector, which are used for Salesforce data synchronization.

When to Install the CS SSO Managed Package

Install the CS SSO Managed Package if any of the following applies:

  • Your users access the Gainsight Customer Success application through Gainsight plugins.
  • Your users access the Gainsight Customer Success application through the Gainsight mobile application.
  • Your users authenticate to these experiences using Salesforce credentials.

If none of the above apply, you do not need to install this package. Users who access Gainsight only through the Gainsight NXT web application are not impacted by the CS SSO Managed Package.

Installing this package when it is not required does not affect core Gainsight functionality, but it does not provide any additional benefit.

How the CS SSO Managed Package Fits into Gainsight

Gainsight provides multiple Salesforce AppExchange packages, each serving a specific purpose. The CS SSO Managed Package is installed in addition to other required Gainsight packages and focuses only on authentication for extended experiences.

This package:

  • Works alongside the Gainsight Customer Success managed package.
  • Does not replace the Gainsight CS Data Connector, which is used for Salesforce data synchronization.
  • Is installed only when Salesforce-based login is required for Gainsight plugins or mobile applications.

Installing the CS SSO Managed Package does not change how users access the Gainsight NXT web application or how Salesforce data syncs to Gainsight.

Prerequisites

Before installing the CS SSO Managed Package, ensure that:

  • You have an active Gainsight NXT tenant
  • You have Salesforce Administrator access
  • You have permission to install AppExchange packages in Salesforce

If your environment already uses Salesforce-based authentication for Gainsight plugins or mobile apps, confirm that the required Salesforce configuration and user access are already configured.

The CS SSO Managed Package does not configure Salesforce data synchronization. If your environment requires Salesforce-to-Gainsight data sync, the Gainsight CS Data Connector must be configured separately.

Install the CS SSO Managed Package

To enable Salesforce-based authentication for Gainsight plugins and mobile applications, install the CS SSO Managed Package from the Salesforce AppExchange.

Follow these steps to install the package:

  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 showing AppExchange Marketplace highlighted in the Apps menu, guiding users to browse and install apps from AppExchange.
     
  3. In the AppExchange search bar, search for Gainsight CS SSO. The Salesforce AppExchange opens.

    Salesforce AppExchange search results for CS SSO highlighting the Gainsight CS SSO app card with description for secure Salesforce login access.
     
  4. Select the package published by Gainsight and select Get It Now.

    Gainsight CS SSO AppExchange listing showing Get It Now button, free pricing, Salesforce app details, and description for secure Gainsight access via login.
     
  5. When prompted, follow the installation prompts and select the appropriate installation access level.
  6. Complete the installation.

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

Verify CS SSO Managed Package Installation

After installation, verify that the Salesforce-based authentication is available for supported Gainsight experiences.

Follow these steps to verify the installation:

  1. In Salesforce, navigate to Setup > Installed Packages.
  2. Confirm that the CS SSO Managed Package appears in the list of installed packages.
  3. Access a supported Gainsight plugin or mobile application.
  4. Verify that the authentication flow prompts users to sign in using their Salesforce credentials.

If the package appears under Installed Packages but Salesforce-based authentication does not occur as expected, review your Salesforce authentication configuration or contact Gainsight Support for assistance.

Uninstall and Rollback

If you uninstall the CS SSO Managed Package, users can no longer authenticate to supported Gainsight plugins and mobile applications using Salesforce credentials.

Before uninstalling the package, ensure that:

  • Users have an alternative supported authentication method available for accessing Gainsight plugins or mobile apps.
  • You understand the potential impact on active users who rely on Salesforce-based authentication.

Uninstalling the CS SSO Managed Package does not affect:

  • Access to the Gainsight NXT web application
  • Salesforce-to-Gainsight data synchronization

If you are unsure about the impact of uninstalling this package in your environment, contact Gainsight Support before proceeding.

Additional Resources

For more information about installing and configuring Gainsight Customer Success in Salesforce, refer to Install and Configure Gainsight Customer Success in Salesforce.