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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Gainsight is delighted to announce that the Data Management Horizon Experience is available. Gainsight recommend using the new version as it’s simplified and has better user experience with the following newly added features:Summary Ribbon: Displays the total number of Standard, Custom, and Low Volume objects, as well as the total data size, on the Data Management homepage. Custom Views: To better organize objects, create custom views that group them into functional groups. Seamless object and dropdown creation flow: While creating objects or dropdowns, you can create, add, or delete fields. Review Changes: When you edit fields information of an object, you can review all the changes made before saving the information. Dependencies: View Object or Object’s fields dependency from all the application areas in a single page with minimal mouse clicks.IMPORTANT:You can access both old and new versions of Data Management in your tenant. Any metadata changes to one version will be reflected i
Admins can now sync data in real-time from Salesforce to Gainsight for the Account, Contact and Case objects. A maximum of three real-time sync jobs is supported (one job each for the Account, Contact and Case objects).IMPORTANT: To enable Real-time sync (BETA) for your Salesforce connector, please raise a support ticket. In the case of high demand, we will coordinate scheduling it for your Gainsight instance appropriately to ensure that we can closely monitor and gather your feedback. You will hear from our Product team once the feature is enabled.Business Use Case: The real-time sync feature ensures that when a record is updated in Salesforce, it pushes the updates to Gainsight immediately. For example, if the opt out attribute for a Contact is updated in Salesforce, this change will reflect in real-time for the Gainsight Person record. This helps users avoid sending any accidental emails due to a sync delay.For more information on how to create real-time sync jobs, refer to the Sal
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 tried to use the new Data Management Beta today - added a few custom fields to a custom object. When I saved it - the schema does not show the new fields I added in the beta. When I switched to the current Data Management UI - the fields I created under beta are showing here. Is there a trick to having the field list refresh in the beta?
So I have been getting quite a few requests in the past month or so regarding how to setup and maintain a Gainsight NXT sandbox and I have noticed that the associated documentation is rather lacking. One thing that isn’t discussed at all is that you do NOT have to refresh the gainsight sandbox if you do a SFDC refresh. If you have a bunch of assets in your current Gainsight sandbox tenant I suggest performing a “tenant repoint” where you refresh your SFDC sandbox and then log into your NXT sandbox tenant and simply reauthorize the SFDC connection (it will connect to the newly refreshed org id). Anyway, here’s a rough draft of accumulated best practices hopefully they’re helpful:Hit “Add Sandbox” --> this kicks off a Prod -> SB tenant copy Whoever kicks off this job will be the only user who can directly access the new NXT SB tenant initially Once you access the SB tenant directly, you need to go into Administration/Connectors 2.0/ Salesforce Connector and edit the connection det
Hi,I was able to add / update standard USER object using API calls few weeks back but now it is throwing errors.APIs:POST - ADD API - https://domainname/v1/data/objects/GsUserPUT - UPDATE API - https://domainname/v1/data/objects/GsUser?keys=EmailError:"errorCode": "GSOBJ_1056","errorDesc": "Wrong api called, Transactional Data Load not supported for this object. Please check Gainsight Documentation." Can you please advise why this is happening now ? Also what is alternate way to “INSERT, UPDATE” GsUser object using Rules or API ? Thanks,Lidwin
SnowFlake Connector (Horizion Experience) - Does Scheduled Job Import All Data or only Last Modified?
Within a SCHEDULED job in the SnowFlake connector, is ALL DATA fetched by default? Or is only data updated since the last job run date fetched?I don’t see anywhere to specify which to retrieve when configuring a SCHEDULED job.That option is only presented if I run a Job On Demand. We’re required to specify the Primary Key and Reference for last modified date when creating the job, so I’m guessing that a scheduled job only fetches modified records, but I’ve not seen this expressly documented one way or another. Thanks!JJ
Hi All, I am looking at a way to integrate Gainsight and Qualtrics. I know there is no connection today and I understand Gainsight has a survey tool. Unfortunately, our company has decided the only surveys sent from our org will be from Qualtrics. CSMs want to trigger a survey based on an action or CTA within Gainsight and pass basic contact information. My question for all of you folks is has anyone done much with the Gainsight API? Does this sound like something that can be done? Anyone have any thoughts or suggestions. And we cannot switch surveys to Gainsight :) Thanks,Mike
Anybody ever been frustrated with external reporting when it comes to your Gainsight instance? If you’re like me, you always have executives reaching out asking for new dashboards, reports, or exporting Gainsight data to another system such as Salesforce or Snowflake. Talk about frustrating!!Using Gainsight’s API, I created a data integration service that can pull in GS objects such as company, person, and CTA into a business intelligence tool called DOMO. No more worrying about S3 bucket exports, this tool is extremely easy to use and only requires an API key (you can generate this in admin on the Connectors 2.0 page). If you’d like to give the integration a test drive, you can sign up for a free trial of Domo here: https://www.domo.com/start/partners (if you are already an existing Domo customer, this connector is free and can be found in the AppStore). Here’s a walkthrough on how to get the connector set up: .If you have any questions, feel free to reach out to me on the Global Gain
In the Snowflake Schema - CLOSE_DATE, CREATED_DATE, & MODIFIED_DATE_LAST are all DATE FormatWhen I query in Snowflake – I am receiving DATE-formatted data, ie. 2021-01-28When I add this OBJECT in the SNOWFLAKE CONNECTOR – those 3 fields are showing a data type of “date-time”I have tried to ingest that data into a destination of an MDA Object with the fields formatted as DATE on the MDA object and no values come over for these fields and then formatted as DATE-TIME on the MDA Object, no values come over for these fields.It appears I cannot change the field type on the object when I add it to the snowflake connector.Has anyone seen anything similar and/or have any guidance?
I am in the process of trying to create rules to transfer data to via External API, but running into a challenge when it comes to MDA picklist values. Gainsight Support has already enabled the backend flag that actual values to an S3 file It does not appear possible to use the actual values in an External API call.The only option is to create a Case Expression, but I have picklists with more than 10 options and GS Support says there is no way to extend that.There is also not a way to identify the corresponding GSID for each option, particularly if any of the options have never been selected before.Does anyone have any suggestions or alternative workarounds?
Hi,I have made a report using data designer and need to add global filter to the dashboard it is being added to.Though I have fetched the fields on which i need filter and that too of the same data type as that of the reference field mapped to but still i am not able to see my field while mapping in global filter for that report.Any one has idea about it how to solve this thing
Is there any way to identify company key/primary contact?We have a usecase where we want to auto send email from GS program to only one contact per company/account who have attended ABR call. For ex. we can create new field under “Company Person” object of boolean type “Is Primary Contact” and if there is already any contact present which is marked as “primary contact” then it should not allow user to make any second contact as primary. (only any one contact can be marked as primary contact per account).
I have a Date field in Gainsight CS on the Company tableIt matches the same type (Date) as a field in Salesforce When I am searching for the field in a rule chain so I can update Gainsight CS with the Salesforce updated data I am unable to find the fieldField on Company table Rules Engine Fetch from Account
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
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!
Hello Team, I am trying to get the list of Task details and the associated Playbook details. I can do this in SFDC version by fetching the info from JBCXM_PlaybookTasks__c in SFDC Version. But in NXT version I don't see an option to fetch the information I am looking for. Scenario: We are using Gainsight NXT version in our company and we are trying to merge a business who uses Gainsight SFDC Version in to our Gainsight NXT version. So, basically we need to associate all the assets from the Gainsight SFDC Version to the Gainsight NXT version. Now when I try to fetch the list of Tasks and it's associated playbooks in Gainsight NXT Version, I don't see any MDA which holds the Task data.
Hi!I use Rules to import some data from SFDC to Gainsight. There’s a dropdown list in SF with the following options inside (High, Medium, Low, None), but in Gainsight I’d like to have them shown as 1-High, 2-Medium, 3-Low, 4-None.Is there a way to “map” the content this way? Thanks
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