Data Management & Integrations
Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.
- 279 Posts
- 805 Replies
Hi All,I am a Product manager for Data management in Gainsight.We are planning to revamp following tabs in Data Management -Dependencies Object GraphCould you pls help in providing with following feedback - What data do you look for / the most common usecases for which you visit Dependencies & Object Graph? How often do you see data on Dependencies & Object Graph? How can we improve your experience for viewing data on Dependencies & Object Graph? What are the pain points you find on Dependencies & Object Graph?Thank youSamarth
Is anyone familiar with the Salesforce Platform Events framework? I requested new Apex triggers in SF from our Salesforce Developers and they pushed back and would like to switch to using Platform Events which I have very little understanding of but I assume Gainsight would still be able to interact with it the same way it would with an Apex trigger. If anyone has experience using Platform Events and knows it works fine or can point to some documentation would greatly appreciate it. Thanks
The multi-select feature is poorly designed throughout. In rules engine/query builder, we have to build overly convoluted queries to be able to track NULL values and combine them with (OR condition) includes/excludes. It is also extremely difficult to leverage in any reporting considering the things we can or can’t do with it (can’t group by). It’s impossible to write to it without convoluted formulas to not override what’s already there. Everything about this feature is terrible. It needs an overhaul to start making sense and to stop requiring convoluted 20 steps approaches to get anywhere with it.
Hi Team, Customer has reached out on the unavailability of default values on success plans fields. I reached out to the Success Plans team and they have confirmed that the default values won’t reflect as per the product set-up. As a follow-up questions, customer wants to know the other areas where the default values that are set on fields won’t reflect.I can find from the community post that dependent picklist too doesn’t support the default values as we may have a contradiction between Controlling field and the dependent field. Could you please share more information as to where else the default values won’t reflect?
Hello! I’ve inherited an instance (SFDC) of Gainsight and am looking to update a drop down on our success story entries. They are entered in C360 as an alternative to success plans. The drop down list is a list of our product offerings that needs to be updated.I’ve gone into Data management / drop downs and am not seeing it there. When I go to one of my reports with that object in there, I can see the path as CTA Group. I’ve gone into CTAs and am not seeing it in there either. I’ve also looked at the configuration of the success story template and am not finding any clues there. Any ideas on how I can reverse engineer to find out where this drop down list is pulled from? TIA!
I understand that refreshing any sandbox is a great way to know that the configuration you are testing with is the same as the configuration in Production. However, the issue is refresh wipes out Sandbox changes. If we are spinning out the sandbox for our own development in first place. Why we want to get the latest changes from Production?Can this practice be made optional?
Within Adoption Explorer, how can add a filter or otherwise limit the number of rows the AE job reads?My data team recently increased an already sizable table by 4x, bringing it close to 8 million rows daily. I know I will never need 7 million of those rows, because they include data not needed by Gainsight. However, I haven’t found a way to filter the number of rows the AE job reads.With a “read” filter, or some pre-ingest filter in place, I’d benefit from faster ingests and also a reduction in the processing power required by the AE tool by identifying logically which rows I know I want AE to process further. By “dropping rows” at the initial read, I can process and ingest a more targeted dataset, improving my ingest speed and decreasing the processing load.
Hello everyone!Hope everyone's safe and doing well.I've recently joined the tribe of Gainsight as a Product Manager for the Person model, Sponsor Tracking and People Maps and I'm super excited to get working on my first project, revamp of the Person Admin section that would entail:- Person Upload config C360-Person Config Sponsor Tracking Config screen Rules Engine: Load to People actions You can guide or nudge me by:- Suggesting enhancements Share pain points UX improvements Technical or functional gaps Any other feedback I'm all in for this project and ready to read every bit of info, so please attach relevant images of screens where you'd like UX improvements/links to support tickets/ customer conversation(that can be shared) or any other artefact supported on this platform. You can even write a song🙂Waiting to hear from you soon and I know you are generous.Thank you,Shilpa
We want to set up a stand alone Customer Preference landing page that multiple email senders will use (Marketo and GS). Right now, the way of editing Preference Management is manual via the email validator. Has anyone implemented a similar solution using APIs to update the Opt-Out Emails object to manager customers preferences?
We would like to know if it’s technically possible to build an integration to push data from Gainsight into zendesk. We are trying to keep our team in Gainsight as much as possible and recently rolled out zendesk for some of our internal teams, and would like for our CSM’s to enter data into Gainsight that then creates the tickets in zendesk. Not Sure if anyone has done this or if it’s possible but curious for thoughts!
Hey Folks, A recent discussion with a colleague centered around breaking down data silos for CSMs; specifically where conversations are held both in SFDC chatter, and in Timeline. Is it possible to ingest Chatter Data from the Account/Contact level from SFDC and show this in the relevant timeline in CS? I’ve taken a look in the support documentation, and in the community without success - hoping I’ve missed somethin. Thanks!
We recently started utilizing People Maps and are super excited about it, though there are a few things I'm hoping to get some feedback/advice on: [list] [*]Delay in updating/adding contacts in Salesforce to create new records in the Person object: [list] [*]Currently, we have a rule set up to pull in new/updated contacts from Salesforce into the Person object [*]We have it running at the highest frequency according to the Rule Scheduling documentation, which is every 2 hours [*]This is fine for most rules, but it becomes problematic when we're trying to update or add contacts into Salesforce so that we can use them immediately in People Maps or to map Timeline entries to a specific contact [*][b]Main ask: [/b]Is there any possibility for rule scheduling to be expanded beyond the current 2 hour limitation? I'm also open to any ideas on how to overcome this limiation in the short-run! [/list] [*]People Maps requires a contact to exist in Person object, which requ
The recent update has made the look and functionality poorer than what it was in previous version. I noticed that the names also changed. Object names changed from schema to fields and Data to Data operations. https://share.getcloudapp.com/2NumknLD and https://share.getcloudapp.com/9ZuoGbZE. Also, it is no longer possible to sort on any fields (acct name, email etc.). The space consumed horizontally and vertically, by each field is too much and thus we can’t see maximum records at any given time and requires too much scrolling.
Hello -We are experiencing issues when viewing the Error Log from the Connector jobs. We’re seeing that the file would contain header labels that are shown with System Internal Names rather than logical field labels that we explicitly define in Data Management. This creates extra steps for the end user when attempting to do any type of troubleshooting as the Internal Names are not helpful if a sync failed. Instead of field labels, it contains a code with prefix 'gsd'. There is not a way for us to make any sense of this log to troubleshoot. User would have to navigate away to Data Management and then look for the Internal Name id to match it and then find the corresponding Field label - this is poor user experience.Any idea why the headers don't reflect naming similar to Field Names? It's not good user experience to keep having to reference Data Management to find and match names with the ids.
Is data that lives in a Salesforce custom object editable from within Gainsight? Can a record on the object be created within Gainsight?
I have a team that works in Gainsight and another that works in Salesforce, and they both manage a piece of customer data. The data currently lives in Salesforce, but we want both teams to be able to edit it. Is it possible to edit or create a record on the SFDC custom object from within Gainsight?
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