Data Management & Integrations
Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.
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I will be attending Pulse Conference (May 9 - 11) representing Gainsight's Product team.i would l like to meet you all during the conference discuss Gainsight & gather your feedback, please reach out to me directly at firstname.lastname@example.org to schedule a meeting.
When creating a new custom object using the Data Management console, I can change the field types if Gainsight picked up on the wrong format from the CSV file. In the Data Management Beta - when I try to change the field type that was picked up from the CSV file, it creates a new field in on the object which I then have to name (something other than the field I was trying to change). Is that by design? I tried to change the sample CSV to match the field types I wanted, but the beta was picking up string for some of my data fields - but I could not change field types in the beta.Wondering if this is as intended and I should just be creating objects/fields manually rather than trying to use the CSV sample file (once the current Data Management console goes away)
I’m helping set up Chorus for a large portion of our Sales team and I’m wondering if anyone has integrated Chorus/Gong with Gainsight? If so, what Chorus/Gong data points did you pull into Gainsight and use in workflows or present in Dashboards/C360s? I see some possibilities with the scorecard, but I’m curious about possible CTAs as well.Any ideas/advice are welcome!
Hi Admin Community, Are you trying to bring Usage data from multiple platforms into Gainsight? Please have a look at below basic points before setting up the configuration. Is the data aggregated or raw data?: If the usage data is in high volumes, it is always recommended to do aggregations in the rule itself and bring the aggregate data into Gainsight instead of pulling the whole data dump. Aggregations on usage data with respect to user, Account and date identifiers is standard way to dump usage data. Does each platform have a common identifier?(like SFDC account id): This is the most important and first step. What common identifiers do they have on each platform and Gainsight?After pulling any usage data to Gainsight, it needs to have a lookup on Company object inorder for the CSM to build insights on top of them and bring those reports to C360 section. So it’s necessary that usage data brought from any platform should have common identifier with Company object in Gainsight. At wha
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
Hi All,We're super excited to announce that the new Multi-currency Support video is now officially live! Thanks to all my reviewers for the support. This is just the beginning... More videos are on the way!!Please reach out to me (email@example.com) if you have any suggestions or recommendations. Your feedback is always important to us.Note: We'll be launching a Dialog engagement on the My Profile page by 19-03-2021 to promote and for better feature adoption.Thanks!FYI @neelam_mukherjee@minh_phan
Admins can Integrate their Salesforce, Dynamics, HubSpot, PipeDrive and Zoho CRMs with Gainsight to have a complete 360-degree view into their customer health right on the account form. For more information, refer to the CRM Integrations guide.
The Gainsight Analyzer is a new tool for Admins that scans your instance for configuration errors and inefficiencies, and helps you optimize your org's performance! There are analyzers for reports, scorecards, rules, objects, and ingest jobs, and we're building more! Watch this 30-min. [url=https://vimeo.com/300806493]webinar recording[/url] for an intro to the tool, and check out our [url=https://support.gainsight.com/View_More_Categories/Gainsight_Analyzer/About/Gainsight_Analyzer_Overview?mt-learningpath=gainsightanalyzer]documentation[/url] for guided assistance. Please post your questions and feedback in the Gainsight Analyzer Topic on the Community.
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.
Hi Gainsight Team, My name is Braden Evans and I lead technology and strategic partnerships at Transcend. I was instructed to post a thread here about our team building a new integration with Gainsight by your API support team. For context, we’re a privacy platform and our mutual customers have been requesting an integration between Gainsight and Transcend in order to automate privacy requests in accordance with privacy laws like GDPR, CCPA, CPRA, etc. Can someone please reach out to me to have a discussion on getting developer access for our team to spec and build? Happy to add more context here, or email me directly at firstname.lastname@example.org. Best, Braden EvansHead of partnerships
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?
While CSMs are creating a new record in a Low Volume custom object from C360/R360 > Related List (Report on Low Volume object), other fields having lookup to standard fields from Company or Relationship are populated automatically.Business Use case: If the Industry Type string field in the Low volume object looks up to a standard field in the Company object (other than Name and GSID), while adding a new record in the Low Volume object, the Industry Type field is populated automatically.Notes: Low Volume Object fields having lookup to a custom field in a Company or Relationship fields are not populated automatically. Previously, fields which look up to Name and GSID in the Company object were already auto populated.This enhancement is also applicable while adding a new record from the Data Operations page by Admins. For more information, refer to the Data Operations article. For more information, refer to the Overview of Customer 360 Details article.
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.
When creating a data designer and using ‘count of’ for an Email field there is an issue in the filter where it is still showing a user lookup, even though the field is now a number field. This occurs when using the “equals” operator. It works in rules engine but not in data designer. The customer was wanting to filter for “Equals zero”, so as a workaround we used “less than 1.” Is this expected behavior?
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].
Hi Team, We have a customer who is asking to provide an exact error message in the dynamic connector logs , when the jobs are failing. Current reason showin in UI: Job failed with Error code: Extraction Failure. Please contact Gainsight support. Expected reason to show in UI : Example: The refresh token has expired due to inactivity for 90 days Reason for change: To understand the root cause and fix it from UI iteself. Best, Hardik
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!
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?
I am interested in migrating an existing Microsoft SQL Server system with a lot of stored procedures to the hadoop ecosystem. Is there an existing tool/tool suggestion that is good for migrating the stored procedures to the hadoop eco system ?
If you want to learn more about our product team’s exciting plans for the future of Gainsight, be sure to join the Gainsight Innovation Showcase sessions this Thursday as part of Pulse Everywhere! (full agenda attached below) In the Gainsight Platform Innovation session, our team will highlight powerful new integrations and new data processing paradigms; all of it using Gainsight's new Horizon Experience. We'd love to continue the conversation with you here. What did you see that you loved? Was there anything you had hoped we'd cover that was missing? Share your questions and feedback, and the Gainsight product team will respond!
Use "OR" logic instead of "AND" when selecting key fields to identify unique records in connectors 1.0
Hi Team, One of our customer is looking to use Use "OR" instead of "AND" when selecting key fields to identify unique records in connector 1.0 jobs. Current Behaviour: When setting up an Ingest Job, we have two Unique Identifiers from two different systems. Currently it is erroring out when one or the other is missing. Expectation: Create the Gainsight record with either Unique ID’s. Please see below for which key fields we have selected to identify unique records. Here’s the SS : https://share.getcloudapp.com/NQuZGGWb Please let us know your thoughts on this requirement. Best, Hardik
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