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I should be able to link my managers and executives to Gainsight dashboards. My leadership team struggles to leverage and adopt Gainsight because they cannot easily find and navigate to what they need. When they discovered that there was no way to send a link to a dashboard they were shocked as this is a pretty basic function of most tooling. Having my C-levels underwhelmed with the tool is sad for all of us.
Hi Team,Currently in C360 and R360, the dependency picklist is only supported for single drop down lists. Hence, requesting you to provide support for Dependent Multi-picklist.
Hi Team,Currently, we don’t have an option to delete a particular dropdown list item from the UI. I know we can get this done from the backend in some urgent cases. It would be really nice to have a alert that gives all the dependencies for the picklist item and if there are no dependencies then allow the user to delete it? Thanks~Shiv
I’m exploring surveys. I created a survey and am testing it with my internal users. The survey itself is fine. However, I want to use Path Analyzer to see what people did before running the survey.When I create a path analyzer report, I can select many types of engagements, but the category for surveys does not show either of the two surveys.Have you managed to include surveys in your Path Analyzer reports?
One of these little Admin Quality of Life things I’ve been meaning to post about for a while: Please autofill our global filter configuration! What I mean is this: Let’s say I have a dashboard that sources 5 objects, and each of those 5 objects are responsible for 4 reports. When I configure the global filter, it asks which object I want to set as the default. So, for example, I select “Company” and then configure my field. The global filter setup then autofills all 4 of my reports built off Company. Great! However… The painful part now begins. Instead of being able to autofill each of the remaining 4 objects, I have to painstakingly configure my global filter for each of my remaining 16 reports. Why?? Please add an enhancement where I can have the rest of my 4 objects autofill once I select the right field. Thanks for considering.
Some of our users would like the ability to download the information available in the “My Portfolio” section of Gainsight Home. Adding in from the related idea by j2001797My Portfolio widget has limitations on filtering multiple columns, having the ability to export to have additional filtering options would help with a book of business with many customers.
When a user is using Zoom and the Gainsight Integration for timeline and taking meeting notes, if the user does not remember to SAVE the entries BEFORE exiting zoom, they will LOOSE all of the notes they have taken. Please add a reminder prompt to save the Timeline Entry before allowing Zoom to close.
I would like the ability to start nuking tasks in my rule without having to first delete the action(s), then the filter criteria, then go back to data prep and then delete my action. Let’s absolutely keep the warning popup and dependency check, but I’d very much like to just have the ability to pick a task, and delete everything after it if I want. Thanks!
Hi Team, Currently What ID is not supported in Programs or Rules. We have this functionality in reports to use the What ID . Any plans of implementing in the data sets of programs and rules as well ? In report builder I have this option to map the linked object and when I link it to company person , linked object is getting a look up to company person and I can expand it. When I build a data set in programs using this ‘cockpit associated record’ object, I am not getting this option and I am unable to map to company person and expand the linked object field Use Case : Customer wants to send emails to the persons who are associated to CTA , As the Linked in object is not showing the lookup to Company person its not getting to pull the person details and send emails via program
This is in fact a real post. I submitted a ticket Feb 2023 noting that in our Sandbox environment, Data Management>Dependencies did not yield accurate results. It has now been confirmed this is NOT a bug and in fact a sandbox specific product enhancement request. So, here we are. My request is simple: Please make dependencies in the Sandbox accurate.If the ‘why’ is not self evident here, please see me after class :) @anirbandutta semi-related but should we have “Sandbox” as a product area for community here?
Hello, we are currently in the process of migrating our Zendesk connector from 1.0 to 2.0 Initially, all of the data was imported into an Object called Zendesk tickets, but now with the 2.0 connector, two OOB jobs are provided:Cases Sync: This job syncs Zendesk tickets/cases into Cases object in Gainsight. Users Sync: This job syncs Zendesk users into User object in Gainsight. How can I make sure to have all of these jobs imported to Zendesk tickets object too? I don’t want the Zendesk ticket object to only cover historical data whereas Cases object will digest all of the newly created data.
Hi Team, I just migrated to the Zendesk connector 2.0 however I don’t seem to find the field tag in the Zendesk tickets object to fetch it to Gainsight. I want to track Support Ticket Escalation as a Risk Status in Healthscore. To do so, I will need to get the tag field to Gainsight. Is this possible?
Once we have setup our product map (100s of pages and features) we had done spot checks to identify that things are working as expected while we were mapping. However, after some time we have come back to now report on the usage. We have identified that some of our feature rules must be configured incorrectly as some features have 0 usage logged against them. I am trying to find the best way to identify all of the features in our product map that have 0 usage. So far the only idea I have is to use the feature adoption report and traverse the 100’s of paths. Example after traversing down this path (see image) I see that the Permissions and Approval Criteria modules are empty of usage. Those would be paths that I need to investigate to find the feature that has 0 usage.This example has the limitation that there could be other 0s in the other paths (which there are). So I am looking for a way to see all the “features” (lowest level leaves on these module/feature branches) and their usage
I'm working on configuring the sync from Calls logged in the Timeline to tasks in SF, and I can't find a way to include the External Attendees -> Contact in the sync. Is is this on the roadmap? Since there's no reporting on the Timeline yet, the ability to log a call there is pretty useless without the ability to sync back WHO the call included.
I am trying to setup the oAuth flow, by following what is described in the following documentation:https://support.gainsight.com/Gainsight_NXT/01Onboarding_and_Implementation/Onboarding_for_Gainsight_NXT/Login_and_Permissions/OAuth_for_Gainsight_APIs#Create_Application But the problem that I encountered is that there is no OAuth Applications tab available, when navigation to: /v1/ui/usermanagement#/authentication.So the question is how do I create an oAuth app for which I could acquire the client id and client secret?
Hi everyone, I follow instructions integrating javascript directly into my html pages, and after code modification by adding declaration and call identify everything works fine.But if I want to call identify passing user & account infos via API, how do I do this?… I didn't find an endpoint corresponding to call via API same identify function available in javascript sdk! Only get method to read previous identifies ...Thanks.
Regarding this post re: Generative AI Gainsight Debuts Generative AI Customer Success Capabilities at Pulse Conference | Gainsight Software What are the timeframes you expect Generative AI functionality to be avaiable for use in the product? For example, when will the ‘Customer Cheat Sheet’ roll out? We’re a bit unsure as to whether or not Generative AI is already available.Thanks.JJ
Hi!In the Gainsight PULSE community sessions, which focussed on the Salesforce trailblazer discussion presented by Christina Fidura from Salesforce, there was a reference re what happened when Adobe pulled the plug on their community.Any guidance where I might be able to read up on that please? thank you!
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