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

BASIC SETUP

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

DISPLAY GAINSIGHT DATA IN CLARIZEN

• Prepare Gainsight Data for syncing with Clarizen (required for displaying Gainsight data in Clarizen)
• Display Gainsight Health Score and Scorecard panels in Clarizen
• Sync Clarizen Social and Salesforce Chatter

DISPLAY CLARIZEN DATA IN GAINSIGHT

• Prepare Clarizen objects for use in Gainsight (required for displaying Clarizen data in Gainsight)
• Create reports to visualize Clarizen projects and milestones
• Add Clarizen Roadmaps / Gantt to C360
• Create Calls-to-Action to automate notifications​
• Use CoPilot to automate transition emails based on a project's completion status in Clarizen
• Use Features in C360 to support handoffs between Sales, Services, and Customer Success teams