Skip to main content

 

Planview Customer Success Center

AdaptiveWork Integration with Gainsight

Integrating AdaptiveWork with Salesforce for Gainsight involves performing the following tasks:

Basic Setup

  1. Purchase and install the Salesforce integration app from the AdaptiveWork Apps Marketplace and follow the integration steps outlined here.
  2. Install the and configure the Gainsight app from Salesforce AppExchange.
  3. Configure mappings.