Data Management & Integrations
Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.
- 346 Posts
- 958 Replies
Hi There, Is there a way to move data from Gainsight into either a Google Sheet or Excel? I'm imagining something like what G-Connector does in Google Sheets where it automatically updates Google Sheets based off of a report in SFDC
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?
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]
Would be great to have Created By and Created Date fields added to the tables in Data Management for custom fields. I ran into a situation today where Migration created a field that already existed on the table, but I could not tell which one was the newly created one.
My organization is wanting to implement sponsor tracking. I understand that sponsor tracking allows us to receive notifications, CTAs, and create reports on activities of these sponsors, such as moving roles or companies, but what other ways can we utilize sponsor tracking? For example, will sponsor tracking integrate with the new org. chart feature? Are there other ways your company is using sponsor tracking?
Hi, [url=https://vimeo.com/339553987]Here's[/url] a quick walkthrough of how to write data from the Gainsight Person model to Salesforce Contacts. This will be helpful to create new Contacts as well as syncing over changes made to existing contacts. [url=https://vimeo.com/339553987]https://vimeo.com/339553987[/url] Hope this helps! Thanks, Kunal
Hi everyone - I'm back with a [url=https://share.vidyard.com/watch/KyqdvfkULnqaAC5zBW6KPU?]new video[/url] that explains the benefits of using Gainsight's Person model, as well as some admin tips and tricks. [url=https://share.vidyard.com/watch/KyqdvfkULnqaAC5zBW6KPU?]In this video[/url], I cover the following: [b]Benefits of using Person Model[/b] [list=1] [*]Required for Email to timeline [*]Required for configuring @ mention in timeline [*]More compatible with Survey 2.0 and Journey Orchestrator [*]Person records can be editable straight from the C360 [*]Required for using our new People Maps feature [/list][b]Tips and Tricks when using Person Model[/b] [list=1] [*]Remember that you can add custom fields in either the Person or Company Person objects. [*]You might want to create a rule that makes sure changes made to Person records get synced back to your source CRM's contact records. [*]Remember to set up your [url=https://support.gainsight.com/R
Trying to follow the document listed on the FAQ [url=https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Types#Setup_Load_to_Company_Person_Action_Type]https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Types#Setup_Load_to_Company_Person_Action_Type[/url] I am trying to create a rule to select a few contacts from SFDC and load it into Gainsight. The setup rule works just fine but when I go to the Setup Action click on + Action and select "Load to Company Person" I get a beautiful dialog box something I have never seen before [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190412at12-52-33PM-c3d5175e-73b8-4536-b1d2-d4585592522e-333016736.png[/img] It is completely blank but has an OK button on it. If I click OK it does not take me to the mapping box instead I get [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenSh
I need help to intergrate the Fresh Desk ticket data into Gainsight. The intergration idea was to use a SFDC and get the information into Gainsight that way. However using the SFDC app only works when you are using SFDC in classic and we have all moved to lighting. Has anyone integrated FreshDesk data with a SFDC lightining instance
Hi, Now we have Person Object part of every C360 and R360, our CSMs add new users and assign them to various accounts where relationships exist. So one user (email address) can be part of multiple C360s as well as R360s. We have several other objects where we store users data using their email address e.g. product usage stats and webinars. Historically, we would always load SFDC Account ID as part of every object – this field would come prepopulated via our data lake and the mapping would have been done either before in enters the data lake or in the data lake so it would be already available in the dataset when it comes to Gainsight. But now, we manage users mapping via Person object, I’d like to switch the “email -> SFDC Account ID” mapping to reflect the one in Company Person/Relationship Person. In other words, if a contact is associated with 5 different C360s and they attend a webinar, I would like this information to appear in all 5 C360s (multiplied), without
When reviewing our rule execution & Audit section in Gainsight Analyzer, as an Admin I am quickly trying to provide an update on our processing time but the "meter" indicator is Zero while the report metrics are present. Is this something possibly introduced with the recent release? We can still use the value from the chart, but wanted to let you know that (for at least my instance) this is no longer working as expected. I was hoping to post a screen shot of the "zero" green, yellow, red indicator but it seems I am not allowed to upload picture or they are being rejected.
Hi. we have a new person that will handle Gainsight, and I assigned her a license in Production. We don't want her touching the data in Prod until she learns the ropes, so I had to create her in our full sandbox because we're in between refreshes. When I tried to assign a Gainsight license in the Full sandbox, I didn't see the Manage Licenses link under the Installed Packages section like I do in Production. Is there a way to assign licenses in the full sandbox, or do I have to wait for a refresh? Thanks, Joe
I've finally understood exactly how to upload data using the S3 connector to and MDA object. however, I was quite surprised when I was troubleshooting and searching the gainsight support site that formats starting with day (dd/MM/yyyy or dd-MM-yyyy) are not at all supported. this becomes incredibly annoying for me and our CSMs since we're based in Europe and most of our data in Salesforce uses this formatting instead of the classic American MM/dd/yyyy. It would be very nice and much more manageable if we could have this format supported. Thank you
Gainsight Analyzer appears to be doing similar to [url=https://community.gainsight.com/conversations/s3-execution-history-is-sorting-as-if-it-is-a-number-not-appreciating-time-5bc73e16e4b04588aaf868b8]this[/url] when sorting rule execution dates: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190121at11-59-32AM-abda48af-4584-40cf-a435-2b7e99190e77-1883082175.png[/img] Is sorting chronologically something we have to ask for as an enhancement every time or can we just assume moving forward that any date/time sorting should be chronological when the feature is developed?
I am currently having issues with the Sponsor Tracking feature. It works only intermittently so for some users within certain accounts I am unable to select a profile and track the sponsor. This is the procedure I follow: Go into the account > sponsor tracking tab > no sponsor is tracked, therefore I click on + Sponsor > choose the user > click on track (under action column) > a pop up window opens and it keeps on loading > after a while it says "Unable to process request at this moment, please try later." > if I input the linkedin URL I am unable to click on search. I have tried for multiple days in a row and every day the same error message appears. What can I do to make sure the sponsor is tracked?
Hello, I am reaching out to see if there is any value on getting set up in Sandbox before Production. Just want to see if others utilized the Sandbox after the launch to Production. If you do have Sandbox, have you found it valuable to assist in your Gainsight process? Thank you for your help in advance.
Object Not Found reported by Gainsight Analyzer - Is there any easy to find where this object is loc
I scanned a rule using Gainsight Analyzer. One the alerts was that an object was not found. I can see in the results that it is a MDA type object and the object name is something machine readable but gives me little to go on to understand where this object is located and why it might be missing. Is there an easy way to query by object name within Data Management?
Gainsight Analyzer is reporting The filter "Apply to Gainsight customer" is missing - but it is chec
When scanning a rule from Gainsight Analyzer, the results show that "The filter "Apply to Gainsight customer" is missing." But examining the Rule Query shows that the box for "Apply to Gainsight customers only" is checked.
Because of SFDC concerns/cycles adding Zendesk mappings to the Account object is not always possible (depending on the customer), so the only option is to periodically upload mappings via a .csv into Connectors. This is not a scalable process & requires manual effort to maintain, as well as they could easily miss a new customer since Zendesk/GS/SFDC aren't directly integrated. There is a way to send the Salesforce Account Id through the Zendesk connector but since we have to have the Account Id in Mappings first or tickets are mapped as UNKNOWN with account Id 9999999999, this is not a workable solution. Can we look at other ways to support mapping Zendesk Org Ids/Names in the future? Thanks!
I happen to notice something as I'm updating our old Custom rules to Bionic rules. I have included my email in the 'on failure' in the schedule for a rule created today but the analyzer says none has been configured. I like that it mentions it hasn't failed in the last 7 days but could it check for the email before then? I.e. a new rule that runs daily and someone doesn't add their email for failure, it can be failing for a week before anyone notices. Not sure what the total expectation is or maybe this could be converted to an idea. Thanks!
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