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
Attempting to upload data into a String field that contains (<5TB) but it’s getting truncated after the ( Is that because it sees the < as a special character? I tried escaping with a backslash but that didn’t work either. Should I be able to use < in a field?
Hi Team, One of our customers is looking for integration of Office 365 suite apps with Gainsight, specifically PowerBI and Sharepoint, but others will likely be close behind. Do we have this planned currently in the roadmap for NXT tenant with Office 365? Best, Hardik
I am trying to get familiar with the use of Gainsight Events in a GS sandbox. I’m a non-coder, so attempting to Google and ChatGPT my way through creating a basic SF Apex class/trigger that will fire when a Case is set to Closed.I created the Class and the Trigger (code below) the Trigger is firing when I close a case, but when it tries to send the HTTP request to the Gainsight Events endpoint URL (https://ep.gainsight.com/api/v0.1/eventManager/event), debug logs are showing a Forbidden 403 error: Is it possible there is a more current endpoint URL? I pulled it from the Event API Documentation but I guess it’s possible that hasn’t been updated if there is a more current one.Is there something on Gainsight’s TechOps side that has to be enabled on a system in order for the Events framework to be leveraged? I created a Topic and Event and set up the Apex Trigger to use the sharedSecret, tenantId, eventName, topicName and eventVersion from my sandbox. Hoping someone with Events/SF Apex ex
To create a dependent field in Gainsight, here's a step-by-step guide on how to achieve this: Access the Gainsight Administration area and navigate to the object that contains the fields you want to set the dependency on (in this case, the object containing the "Lifecycle" and "Churn Reason" fields). Locate the "Lifecycle" field and click on it to edit its properties. Set up the field dependency by selecting the "Churn Reason" field as the dependent field and the "Lifecycle" field as the controlling field. Specify the conditions for the dependency. In this case, you want the "Churn Reason" field to be required only when the "Lifecycle" field is set to "Contract End". Save the field dependency settings. Now, navigate to the "Churn Reason" field and set it as a required field in its properties. This ensures that when the condition specified in the field dependency is met, the "Churn Reason" field becomes mandatory. Save the changes to the "Churn Reason" field. With these step
Hey Everyone,Tomorrow (January 28th) is Privacy Day (or Data Protection Day). And no it’s not a GDPR thing. It’s actually much older: 2007 when the Facebook, YouTube or Google Analytics of the world were about 2 years old. H***, Gainsight wasn’t even born yet 😅. Now in 2023, there are ton of new privacy regulations popping up worldwide - in the US, since most of you fellow contributors are US-based, it involves California’s CCPA becoming the CPRA and Virginia, Connecticut, Colorado and Utah to name those I’m personally aware of. Even third-party 🍪 are dead. Not mentioning the long awaited ‘updates’ to the EU ePrivacy Directive or Regulation (or whatever they’ll end up calling it, but could change a lot about what’s acceptable (or not). I find this day to be a good time for all of us system owners to stop and have a look at how we and our teams live by the Privacy by Design principles* we (should) have embedded into our CS Ops practices.For me it generally spreads two pillars:Governan
I'm having an issue with updating values in the "Fields to Set" section of Google Tag Manager for event parameters in GA4.I'm using GTM to send data to GA4, I have a configuration tag in GTM where I'm using the "Fields to Set" section to assign global values to event parameters. These values are pushed to dataLayer and updated at which point an even triggers to have the config tag reload the values.I can confirm that the dataLayer is being updated correctly, When the values are updated in the dataLayer, I trigger the configuration tag to fire, which I can see in the GTM debug mode this seems to be working just fine.However, even though the GTM debug mode shows the correct updated values in the fired tag, all of my events still shows the initial values for the event parameters.I've tried to troubleshoot the issue but haven't found a solution yet, there isn't much information that I could find relating to fields to set online.I'm wondering why the updated values in the "Fields to Set" se
Hello, we are currently in the process of migrating our Zendesk connector from 1.0 to 2.0 Initially, all of the data was imported into an Object called Zendesk tickets, but now with the 2.0 connector, two OOB jobs are provided:Cases Sync: This job syncs Zendesk tickets/cases into Cases object in Gainsight. Users Sync: This job syncs Zendesk users into User object in Gainsight. How can I make sure to have all of these jobs imported to Zendesk tickets object too? I don’t want the Zendesk ticket object to only cover historical data whereas Cases object will digest all of the newly created data.
Hi Team, I just migrated to the Zendesk connector 2.0 however I don’t seem to find the field tag in the Zendesk tickets object to fetch it to Gainsight. I want to track Support Ticket Escalation as a Risk Status in Healthscore. To do so, I will need to get the tag field to Gainsight. Is this possible?
I was reading this documentation and it says that the default 'App' pane size does not support the Latest/Recent Timeline Activities, Health Score with History, Customer Journey and Reports widgets however with Zendesk Agent Workspace enabled in Zendesk resizing of the Apps pane would be possible and these widgets would be available while expanding the pane.I have enabled Zendesk Agent Workspace and upgraded to Zendesk 2.0 connector in Gainsight, but now even if I increase the pane, the healthscore chart remains blank.
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.
We mainly use the Salesforce connector to ingest new Company records, however, we have a new subsidiary that is not yet in Salesforce, so I need to add via CSV. In #3, when IO click Add Record, there is no option to Upload CSV File.Navigate to Administration > Data Management. Click the name of the required object and click the Data tab. Click Add Record and select Upload CSV file. In case of high volume custom objects, click Add Record via CSV. In the Add Record via CSV file slide-out panel, you can either drag and drop the file, or click browse to select the required file from your computer. The maximum permissible file size is 1 MB. Note: Gainsight recommends that you first download the Sample CSV f
We are looking to extract all survey responses via the API and use them to drive decisions in our platform and help feed our ML models. Does anyone know of a way to make a request to get them all? Or maybe a way to get a list of all of the flattened object and then cycle through each one to get its responses?
Apologies if this lives elsewhere, I couldn’t find a straight answer. In what release can we expect the updates to the CS <> Insided integration? We are going live soon with Insided and was looking to see if it is worth just waiting for the new integration or setting it up as is currently.
Our CSM’s are providing feedback that while updating meeting notes (for example in an Event Type CTA), the information is not auto saving, which sometimes leads to data loss. This happens for example when editing multiple fields on the CTA, and clicking save on one field. All changes made to another field (could be rich text or text) are lost. Additionally there is no option for Command Z, to undo.
I am having sissues setting my Amazon S3 Bucket - I followed the inttial set up step correctly (multiple times) but I keep getting failed messag when clicking “connect”: I was able to connect in the past, using my old laptop with out any problems, but now that iam tryign to set up the cyberduck connection on my new windows device, I get the below error. Has nyone experienced this before? what is a good laternative to Cyberduck? Has anyone used GoAnywhere MFT to laod to S3?
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at email@example.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.