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 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?
How do you remove Relationship Person if your source of truth object is salesforce contacts? We have checkboxes on salesforce contacts that indicate relationship. My question is how do other companies maintain this? My concern is having to rely on CSMs to remember to uncheck the boxes on contact when they have a contact leave.
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
Hello, please forgive me if this is a silly question, but in attempting to sync a boolean field from SFDC into MDA Company table, and creating a new field name in Data Management, there is no SFDC sync option for a boolean type field. The subsequent sync in Connectors 2.0 is failing. What would be the reason to not allow SFDC mapping for boolean field types?
Hi all, we’re using UI Views > Customer 360 to edit what’s available to our support team using the Gainsight widget in Zendesk. They need to be able to see more than 10 fields as appears to be the current limit. Are there any workarounds or custom configurations for this?
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
I am trying to leverage an Advanced Formula in Data Management and where I have successfully used them before for IF-THEN-ELSE type scenarios, does anyone know if you can do IF-THEN-ELSIF-THEN-ELSE type scenarios? I tried case when (X < Y and X is not null) then 0 else (X > Y and X < Z) then 50 else (X > Z) 100 end That didn't work (neither did removing the brackets) so I'm thinking either my syntax is bad or this is not possible. Any feedback?
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
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.**
Gainsight has now redesigned Snowflake Connector to make it more intuitive and simple, powered by the Gainsight Horizon experience. You can now create Snowflake data jobs from the Jobs List page. Navigate to Administration > Connectors 2.0 to create a Snowflake connection. For more information, refer to the Snowflake Connector article.Note: If you have enabled Connectors 2.0 (Horizon Experience) in your tenant, then you can establish a Snowflake connection directly in the Connectors 2.0 page instead of the Adoption Explorer page.
We would like to know if it’s technically possible to build an integration to push data from Gainsight into zendesk. We are trying to keep our team in Gainsight as much as possible and recently rolled out zendesk for some of our internal teams, and would like for our CSM’s to enter data into Gainsight that then creates the tickets in zendesk. Not Sure if anyone has done this or if it’s possible but curious for thoughts!
I feel like many posts throughout the community have shown a significant interest in having a ‘query library’ in that you could create datasets in a single location and then reference them throughout the platform. This has been highlighted as a need in Program development, having to create all Queries in Rules Engine for troubleshooting, and then building a second time in Programs (which has since been solved for with execution history but it’s duplicative if an existing Rule is exactly what is needed in a Program). It’s been highlighted as a need within Programs and the ability to duplicate a query as a second participant source within a program. It’s been highlighted as a need for reporting. Data Designer -sort of- solves for this - but it’s not in replacement of, it’s in addition to. And now we have Segments. So you can reference Data Spaces, Rules Engine, Data Designs, Query Builder, and Segments. For Programs, data designer present the issue of the design refreshing indepe
[b]Administration > Connectors > S3 Connector[/b]; [b]+ Data Ingest Job[/b] [b]1) Data Ingest Job Setup[/b] [i][u]Source CSV File[/u] [list] [*]AVOID having file name with leading spaces [*]"Source CSV File" should match exactly with "File name" that will be pushed into S3 bucket[/list] [u][i]File Properties[/u] [list] [*] Ensure source CSV file properties matches with properties defined in Project Setup like Char Encoding, Quote Char, Separator,Header Line, Escape Char [*]Do not send Char Encoding “UTF-8 WITH BOM”[/list] [i][u]Data Load Operation [/u] [list] [*]UPSERT - Ensure you have right keys in place to identify unique records [*]AVOID changing UPSERT KEYS once data loaded into MDA object [*]Utilize "Administration > Operations > Data Management > [i][Click on an existing object] > Update Keys - BETA" feature, to select UPDATE keys at object level. This will allow not to accidentally make changes to the keys in S3 ingest job and en
I have taken over a new portfolio of our business and I need to associate myself with several accounts. We utilize a field called team manager on the Customer Info object which I can manually select myself but have to do this individually. I would like to be able to update these fields in mass. What are my options?
Idea. Change the Quick Filter (Search) Section in the S3 Connector to Default to Contains, rather than Equals.
In other areas when you're doing a quick search using the area in the red box (in the image), it defaults to a 'Contains' search. But in the S3 it defaults to an 'Equals' search. Is it possible to change this search to a 'Contains' to match the other areas? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/S3ConnectorSearchFeature-6bd776a8-e898-4112-899e-c115b19b1264-2096334340.png[/img]
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
I created a Design in Data designer that brings data from the same object (App Usage Trends) but one of them with a date filter. Essentially: Current week and previous week. I then created a calculated field that give me the difference between the current count and previous week's count. Pretty simple. I also created several other "difference fields". The sample data at the bottom shows those calculated fields properly but when used in Analyze or a report, they show up as Zero (second screen shot). I did run the design to create a Dataspace and I get the same results in a report. Has anyone seen this before? My calculated fields are part of a Transform box and all look like this: When I did not have “Treat null as Zero” checked, that field was coming back empty, in the report, but was showing data in the sample. Real mystery. thanks! Lyne
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