Salesforce FAQs

Modified on Fri, 15 Dec 2023 at 05:37 AM

What happens to the Buyer Discovery for Salesforce app if a subscription ends?


If the subscription is canceled and a  subscriber is using the Buyer Discovery for Salesforce app, All data already synced in Salesforce remains, although no new updates  or data synchs will occur.


If the user de-installs the app, then matched relationships are deleted forever and account will need to be re-matched with company prospects.



What is the implementation timeframe for the Buyer Discovery Salesforce app? 


A well-versed Salesforce Administrator can anticipate to spend 1-2 hours installing the Salesforce App. Additional customizations unique to one's Salesforce environment that take advantage of the intent data -- such as building reports, workflows, lists, or Flows -- will incur added time.


Prior to moving forward with implementation, you should meet with all organizational stakeholders and ask the following questions to determine if Buyer Discovery for Salesforce is the right solution.



Can you install the Buyer Discovery managed package from the AppExchange marketplace? 


No, the Buyer Discovery managed package can only be installed with the URL extension, client Secret and client ID provided by your Gartner Digital Markets client partner. 



How do I change my Salesforce Sandbox Organization Name? 


You can do this in the Setup section, by searching for the Company Information option, and selecting Edit. 



How do I change to whom the scheduled jobs for the Buyer Discovery Salesforce integration are assigned?


If the Buyer Discovery App was installed by a specific user then all of the jobs running are assigned to that user. If that user is deleted then the Buyer Discovery for Salesforce app jobs will no longer run. To mitigate that issue we recommend change the scheduled job to belong to an "integration only Salesforce user".




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