Data Management & Integrations

Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.

  • 356 Posts
  • 973 Replies
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Rank
shivani
started this topic

A Data Designer Use case

Hello Gainsight Admin Community! Having the option to see percentages across an entire customer base in reports or combining multiple data s...
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What accounting system does your company use for billing?

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spencer_engel
Rank
spencer_engel
started this topic

3 Quick Tips for when to use Gainsight Analyzer

Gainsight's Analyzer tool is a powerful tool that all Gainsight Admins should get familiar with. We have thorough documentation on the...
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356 Posts

andreammelde
ACE
andreammeldeACE
asked in Data Management & Integrations

Where is the linked object ID stored?

I want to see in a report a link in a Call to Action for a linked object to opportunity, but the related ID field is null.   How is the linked object ID for CTAs stored?

3
john_apple
Golden Ruler
3 years ago
jjohnsonflexera
jjohnsonflexeraRegistered User
asked in Data Management & Integrations

Need Help Creating ACV formula/field

Hello all!    I am racking my brain and struggling to create a new value for customer ACV based on open renewal opporutinities. I have created the custom field in the customer info object and I started creating the rule but I am really struggling with the rule logic when it comes to the formula.   Does anyone have examples or documentation on how you performed this?

3
dan_ahrens
ACE
3 years ago
ben
Shoshin
benShoshin
asked in Data Management & Integrations

Add to list of SFDC mapping options in MDA?

How do you, or can you, add to the below list of options when making an object in MDA? I am looking to add some data to the Email Logs object and to Customer Info, but the mappings are not robust. If you are unable to add to that list, I can just populate with a rule, right? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170427-14078-t0egf-Screenshot_2017-04-27_08-29-06_inline.png[/img]

2
sai_ram
Grand Slammer
3 years ago
jnoble100
Veteran Rookie
jnoble100Veteran Rookie
asked in Data Management & Integrations

Unable to see new Dropdown category

Evening.We’ve set up a new dropdown list category in the company object and I’m trying to add it now to the activity types, as a new field. When I go into adding a new field, and the category selector I can’t see the new dropdown list I’ve added. This is using the “Configure for” Global setting.For the “Configure for” Company or Relationship setting I can see the new dropdown list in the category list but can’t edit existing activities.Any clues as to what I’m missing in the setup?Thanks in advance.    

8
sai_ram
Grand Slammer
3 years ago
A
Golden Ruler
ana_gGolden Ruler
asked in Data Management & Integrations

How do you delete a survey MDA object?

Is there a capability to do so or does a support ticket need to be filed? 

3
sekhar_dutta
Gainsight Employee: Rookie
3 years ago
shane_mccoy
Shoshin
shane_mccoyShoshin
asked in Data Management & Integrations

Import a file from S3 into a bionic rule as well as a MDA.

Is it possible to have one file in a S3 bucket be sent to a both the MDA and trigger a S3 rule? I want the dataset to be imported and cause an action within the platform but i also want to store the dataset in a Gainsight Data Object. What’s the best way to do this? Have the S3 rule get triggered once the file lands in the S3 bucket and then export it back out to the same S3 bucket with a different filename where it then can be imported into the MDA? 

1
spencer_engel
ACE
3 years ago
imran1184
Shoshin
imran1184Shoshin
asked in Data Management & Integrations

Is there a way to track zendesk interactions in gainsight at the relationship level? Or can be implemented?

I am working with a customer in which he wanted to track zendesk interactions in gainsight at the relationship level. Is there a way by which it can be achieved or can be implemented? Thanks  

1
dan_ahrens
ACE
3 years ago
K
Shoshin
kytpowellShoshin
asked in Data Management & Integrations

Customizing Fields on the Relationship Contact

Hi! We are exploring using the Relationship Contact object to drive outreach for our contacts instead of relying on messy Salesforce data. I am struggling to find where I can even edit the fields on this object as I do not see it in Data Management. There is an object for Relationship Person but not for Relationship Contact.    I would like to be able to customize the Role field to be a dropdown rather than a text string. Is there a way I can customize the fields on this object to make it work for our needs and drive outreach from it?

3
pele
Veteran Rookie
3 years ago
D
Dave_MRegistered User
asked in Data Management & Integrations

Create custom mapping for Zendesk Organisation in the Zendesk connector

Hi there -    I have the zendesk connector set up and syncing fine - but for reporting I’m only able to build reports using the organisation ID which is numeric field. I added a mapping file using the CSV import function on the Zendesk connector page to map the numeric Zendesk organisation value to a name. It doesn’t appear to have worked. When I go to build a report organisation ID and organisation name are both available, but organisation name has no value attached to it.   Can any of you offer any suggestions or tips as to where I might be going wrong? many thanks PS:The input csv looks like this, but with more rows. CompanyId CompanyName ZendeskOrganizationId ZendeskOrganizationName 1P05FR1W5RMAH4QPD0GCBSDVOFFAABBCCDD CORP UK 12345678910111213 CORP UK  

2
D
3 years ago
kcsp
Team Captain
kcsp
asked in Data Management & Integrations

Customer Info Field History Tracking

We have a field called CSM Engagement Status on the Customer Info object where a CSM selects how engaged they are with a customer. We would like to be able to track how that value changes over time. What would be the best way to capture this? I saw documentation around creating a snapshot object in Gainsight, but was interested in other potential solutions that don’t require a daily snapshot, but only capture when the value changes. **In SFDC we are limited to the number of fields we can track history on, and have maxed out our fields, so this is not an available option.**

2
dan_ahrens
ACE
4 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in Data Management & Integrations

Adoption Explorer configuration

I’m trying to get Adoption Explorer setup and working, but so far no luck.One question I have that I cannot seem to find in the documention - what do you do if your Weekly Time Series data has more than one Unique ID? For example, I have a usage data file that contains usage metrics by Company AND Usage Type, so for example if Gainsight were my customer I might have: Company Name        ID             Date                       Usage Type                       TotalGAINSIGHT                33455      11/12/2019          Logins                                365GAINSIGHT                33455      11/12/2019          Punches                            724GAINSIGHT                33455      11/19/2019          Logins                                398GAINSIGHT                33455      11/19/2019          Punches                            772 I want to make sure that I’m upserting on the ID, Date and Usage Type. When importing the data via S3 Connector, I have the option of selecting mul

11
skalle
Gainsight Employee: Rookie
4 years ago
K
Shoshin
kytpowellShoshin
asked in Data Management & Integrations

Creating relationships manually without a rule

Hello - There are a few customers that we need to create a relationship for in Gainsight that cannot be created with our existing rule. I thought I could create a relationship record manually by adding it to the relationship MDA in Data Operation but that did not work.  Is there a way I can create these relationships without running it through a rule?

1
nithya_yarlagadda
4 years ago
justin_bills
Shoshin
justin_billsShoshin
asked in Data Management & Integrations

Getting CPQ objects (subscription/product) data in Gainsight

Hi everyone - Looking for some assistance here.  We just integrated CPQ into our Salesforce instance which is fantastic!  I’m not looking to pull in our contract/product/subscription product in Gainsight to being reporting, update Customer 360, and update our rules to reflect that data instead of the original data that was held on the account page.  I confirmed that these objects all roll up into the account, but I don’t see them in Gainsight as avaliable.  I’m sure I’m missing a step, but I’m not sure which one. Any ideas?

3
dan_ahrens
ACE
4 years ago
shannon
Shoshin
shannonShoshin
asked in Data Management & Integrations

Data Analyzer - seeing filter not working on front page of analysis

I entered a filter to pull last 60 days and get 0 records. So I noticed new filters on table and added a filter there and it doesn't appear to apply. I say to bring everything from 7/1 forward and still see April date directly below as well as other before 7/1. Am I misunderstanding what these are for? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/20191011_154858DAFilter-6aca4abb-4010-4fa4-a279-402a31ff8db9-569693941.png[/img]

4
shannon
Shoshin
4 years ago
spencer_engel
ACE
spencer_engelACE
published in Data Management & Integrations

3 Quick Tips for when to use Gainsight Analyzer

Gainsight's Analyzer tool is a powerful tool that all Gainsight Admins should get familiar with. We have [url=https://support.gainsight.com/View_More_Categories/Gainsight_Analyzer]thorough documentation[/url] on the ever-expanding capabilities Analyzer provides. What I'm here to do is provide three quick tips for common scenarios that can give you a chance to get your feet wet with Gainsight Analyzer. ​ [video]https://player.vimeo.com/video/361158035[/video]​ [b]Scenario 1 - [/b][url=https://support.gainsight.com/View_More_Categories/Gainsight_Analyzer/Admin_Guides/01Rules_Analyzer_Admin_Guide][b]Rules Analyzer[/b][/url]: How do I know how many rules are scheduled within my instance? It can be hard to figure this out from just looking in the UI of the Rules Engine. Luckily, the Rule Analyzer makes this easy to find out and also dig deeper into the execution summary if needed. [b]Scenario 2 - [/b][url=https://support.gainsight.com/View_More_Categories/Gainsight_Analyzer/A

1281
sai_ram
Grand Slammer
4 years ago
manmeet_dosanjh
Shoshin
manmeet_dosanjhShoshin
asked in Data Management & Integrations

Adoption Explorer Setup

Hi! I'm trying to get a project setup with Adoption Explorer tool but have some questions/confusion on the process. First, if we already have usage data from our platform stored in the MDA, what does adoption explorer offer? Is it a more powerful reporting tool with better insights? Reading throught the overview article, it doesn't seem to be much different than reports I've already built out. Secondly, regarding the creation of the project - we have an S3 connection to our platform usage, which is stored in custom MDA tables. Should I be using the S3 bucket as the source or the MDA tables? The biggest issue it seems for this setup is that an 'Account ID' is not provided in the usage datafeed and I have to load that from Salesforce into the MDA which is required by the project setup. Can I get some tips/tricks or recommendations on how to best set up Adoption Explorer? Thanks!

14
skalle
Gainsight Employee: Rookie
4 years ago
lila_meyer
Gainsight Employee: Grand Slammer
lila_meyerGainsight Employee: Grand Slammer
published in Data Management & Integrations

Register for Adoption Explorer Webinar on Sept. 18!

Our product management team is hosting a webinar to [b]introduce the new Adoption Explorer feature[/b] that's included in the CS application. [url=https://register.gotowebinar.com/register/4153046034665267467]Register here[/url] for a [b]Sept. 18 session at 9am PT[/b]!   Adoption Explorer is Gainsight's new "Fit for Purpose" module for any and all time-series based data - e.g customer usage. Our vision for this is to build a one-stop-shop for handling all of your usage data needs.   Join our Adoption Explorer Product Manager, Sailaja Marasanapalle Kalle, as she explains why we built Adoption Explorer, provides a quick introduction to Adoption Explorer, shares the roadmap for Adoption Explorer and holds a Q&A and brainstorm with attendees to hear about their time-series data use-cases.   [b]Not sure if this session is right for you? Check out the below benefits of Adoption Explorer[/b] (there are a lot)!   What are the efficiencies Adoption Explorer offer

561
lila_meyer
Gainsight Employee: Grand Slammer
4 years ago
sai_kumar
Shoshin
sai_kumarShoshin
published in Data Management & Integrations

Introduction to Adoption Explorer (SFDC Edition)

Adoption Explorer helps manage your customer’s usage data in the Gainsight environment, and quickly surface the most relevant view of usage data across your customer base. Adoption Explorer offers powerful segmentation capabilities to manage multiple product lines, more robust control of aggregations and calculations, and totally re-imagined visualizations to surface deep insights. Customer’s usage data at Company and/or Person level can be stored at both daily and weekly level along with their entitlements. Using the ingested data, admins can define new derived fields without the need of Rules Engine. This 11-minute [url=https://vimeo.com/356516133]video[/url] provides an overview of Adoption Explorer. The video focuses on how to configure a project in Adoption Explorer, and how to enable it on C360. For detailed documentation on Adoption Explorer, refer [url=https://support.gainsight.com/View_More_Categories/Adoption_Explorer]Adoption Explorer Docs[/url].

350
casuallove
4 years ago
elisa_pelegrina
elisa_pelegrinaRegistered User
asked in Data Management & Integrations

Salesforce Instance Updating: Next Steps for Gainsight

Hi there - Our Salesfoce intance is undergoing an org migration and will be moved to a new instance. Are their any next steps that I should be aware of to reconnect Gainsight or ensure that is continues to run smoothly?

3
sai_ram
Grand Slammer
4 years ago
tony_tao
Team Captain
tony_taoTeam Captain
asked in Data Management & Integrations

Cyberduck S3 Connector problems?

Does anyone else get this error in trying to connect S3 to Cyberduck and know how to connect properly? I've been able to connect previously but more recently i get this error. It happens on and off. I've restarted my computer, internet etc.. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190610at12-15-03AM-c30d777b-5193-4429-bbe7-aa07471121ff-1172817547.png[/img]

2
pele
Veteran Rookie
4 years ago
kcsp
Team Captain
kcsp
asked in Data Management & Integrations

Loading Historical Usage to Existing Usage Table

During our initial implementation we created a usage table that's populated via an S3 ingest job. We recently added a phase 2 for metrics to include in the existing table, which are new columns that have been added to the table. Future data files will map to the new columns, but we are looking to backfill historical data for the new columns. In order to backfill historical data for the new metrics, I wanted to check if there is a best way to do this that keeps the existing metrics as is and only updates the new columns with the historical data. My initial thinking is to create an S3 ingest rule that uses Date and SFDC ID as the unique identifiers, and only map the columns I want to upsert, leaving all other columns I want unchanged as "None." Would this be the best way to accomplish this?

0
kcsp
Team Captain
4 years ago
jason_hoe
Shoshin
jason_hoeShoshin
asked in Data Management & Integrations

Unable to S3 bulk upload contact information in NXT's Company Person

We were previously able to upload our contacts in a CSV with custom fields and bulk upload changes via S3 to the contacts object on the Gainsight SFDC standalone enivronment. Since migrating to the NXT platform, Support confirmed that there is no ability to bulk upload changes to contacts in Company Person and therefore manually applying the changes via the UI with specific data changes is extremely cumbersome. Refer to #82945 for more details. Can we please raise an enhancement to this problem?

1
kunal_bhat
Shoshin
4 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in Data Management & Integrations

GS Analyzer: Make reports under the Configuration Home drilldowns larger

I love GS Analyzer so much. Could we enlarge the reports on all the Config Home drilldowns so that you can see more records without having to scroll as much? There's a lot of white space there. Thank you! Example - Rules Analyzer; Bionic - Active: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190809at9-27-57AM-ea9c551d-3cbb-4322-a586-3747e4adc3e1-1375646899.png[/img]

1
phanindra_sambaraju
Gainsight Employee: Rookie
4 years ago
swen
Shoshin
swenShoshin
asked in Data Management & Integrations

Gainsight widget / Dynamics CRM

Hello everyone! we are in the process of setting up GS. I wonder if one of you has a screenshot of the Gainsight widget in Dynamics CRM. Obviously happy if you will make customer company name etc. invisible. Thanks in advance Swen

2
swen
Shoshin
4 years ago
andrea_weisz
andrea_weiszRegistered User
asked in Data Management & Integrations

Want ability to view MDA Usage Data in Engagement Tab and "Usage" section of C360

Currently, you can only view SalesForce and Gainsight Data within the "Engagement Tab" and "Usage Section" of c360. We would like to marry this data to our MDA Data. For example, we would like to see if certain CTAs close, does this raise our product adoption. Currently, the Engagement Tab and Usage chicklet in 360 provide little value with our use case.

29
skalle
Gainsight Employee: Rookie
4 years ago

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