Key Items in the Q4 Release

Hi everyone! I’m Jake Ellis, Gainsight’s Principal Product Evangelist. Ahead of our upcoming Q4 Release, I wanted to provide some high-level detail around product updates and targeted beta programs for the near future. 

Gainsight’s next release will be live in orgs on: 

• January 28 (EU NXT)  

• February 4 (US NXT)  

• February 7 (SFDC) 

While we are targeting the below items for release, they are still forward-looking and are subject to risks and uncertainties that could cause a feature to shift to a later release date.

Q4 Release Prep:

While we're starting to enable our internal teams, I also wanted to share some assets with you that will allow your you to learn more details about the upcoming release features:  

• Q4 Release Overview Deck - For you visual learners, here are the key feature details, links to Admin & User Guides as well as feature demo videos where available. 

• High-Level NXT Release Summary - Summary list of all features targeted for release; includes a listing of features categorized by automatic upgrade or manual admin upgrade.

A few items of note:

• SFDC Bi-Directional Real-Time Sync  

  • Real-time sync between core entities of Gainsight (Company, People, Cases) and Salesforce

  • Will require manual deployment by admins

• Horizonized Rules Engine

  • A more intuitive and enriched visual experience that makes is easier for an Admin to build and understand rules.

  • This feature will be available with a beta tag as of the Q4 Release date

• Aggregated Formula Field in Report Builder

  • Adding 3 new formulas (Sum, Average & Count) in Report Builder at field/column level to give users more flexibility to mold data to their specific needs and provide a more accurate view of business metrics

• JO Emails in Timeline 

  • Ability to automatically log emails sent from Journey Orchestrator as Timeline activities; OOTB Activity Type for these is Automated Program

  • Will require manual deployment by admins

• CSQL: Send to Salesforce as an Opportunity  

  • Ability to send leads created in Gainsight to Salesforce as an Opportunity

  • Will be available via Feb 20th Patch Release

  • Will require manual deployment by admins

Key Feature Deployment Type:

• Automatic updates that do not require admin configuration:

  • Customer Goals - Ability Create CTAs & Success Plans within Goals

    • These are functionality enhancements to the existing Customer Goals feature. 

  • Simplified Login Experience in Mobile/Zoom/Plugins

  • Aggregated Formula Field in Report Builder

  • Product Requests - In-App & Email Notifications

    • These are functionality enhancements to the existing Product Requests feature. 

• Updates that will require admin configuration:

  • SFDC Bi-Directional Real-Time Sync 

  • Manual Person Merge 

  • Admin Ability to Delete CSQLs

  • JO Emails in Timeline

  • Renewal Center - OOTB Account Based Forecasting

  • CSQL - Send to SFDC as Opportunities

Upcoming Beta Programs:

• JO Advanced Programs 

  • Run even more advanced customer lifecycle automation while simplifying the admin experience

  • If you’re interested in being part of this beta, please reach out to your CSM!