Data Management & Integrations
Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.
- 330 Posts
- 903 Replies
NXT Sandbox Management - Best Practices from Support
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
Integrate Gainsight Data with DOMO
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
Snowflake Connector getting wrong field type?
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?
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
How to identify company key/primary contact?
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).
Unable to find a SFDC field in Gainsight CS Rules engine
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
Opt-Out Email Object - Be able to remove or add records via API
We want to set up a stand alone Customer Preference landing page that multiple email senders will use (Marketo and GS). Right now, the way of editing Preference Management is manual via the email validator. Has anyone implemented a similar solution using APIs to update the Opt-Out Emails object to manager customers preferences?
Reflection of default values on fields.
Hi Team, Customer has reached out on the unavailability of default values on success plans fields. I reached out to the Success Plans team and they have confirmed that the default values won’t reflect as per the product set-up. As a follow-up questions, customer wants to know the other areas where the default values that are set on fields won’t reflect.I can find from the community post that dependent picklist too doesn’t support the default values as we may have a contradiction between Controlling field and the dependent field. Could you please share more information as to where else the default values won’t reflect?
Bringing usage data from multiple platforms
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
Chorus Data Use in Gainsight
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!
Gainsight Assist Error
Hello,When I try to use Gainsight Assist in my Outlook app, it shows me an error under the “Log Email to Timeline” option that says “Something went wrong! Please try again.”This is the New Outlook app on Mac. Any ideas?I’ve tried to remove and reinstall the ass in as well as close and reopen the Outlook app.
Unable to add/update standard USER object (GsUser) using API which was working earlier
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
Transform a SFDC value into another in Gainsight
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
What is the equivalent MDA in NXT for the JBCXM_PlaybookTasks__c which is in SFDC Version?
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.
NXT: Report on CTA Associated Persons
Curious if I am just missing it or if there is no way to report on it today, but I would like to use the Associated Persons linked to a CTA in order to drive automation. These were available in SFDC edition and I assumed the functionality would be replicated in Gainsight NXT.
Bulk import for language translation- python script share
Hello community,I want to share this python script that will work to take all language translation files in a directory and bulk upload for one to many engagements for a given api key. currently, the api key must be hard coded. However, you can expand to include spinning through an api list if needed. I currently do not need this functionality… yet… :)# import the python libraries for use. import requests import os import sys #---------------------------------------------------------------------------------------------------------------------------------------- # Program Operational Guidelines: load all engagement translated files in bulk to many engagements for an api key. # This program will look at the current directory where the python script is stored and upload all translated files for an engagement. # It doesn't matter what status the engagement is in albeit completed or paused. And it doesn't matter which translation state the document is in. # This has been a
Mass Update Account Attributes
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?
Connectors Enhancements in the v6.27 latest release
1. Quicker Loading of Metadata from Salesforce ObjectsGainsight has improved performance of loading metadata from Salesforce objects. The Salesforce metadata will be automatically stored and refreshed every seven days. This enhancement will get the information faster from Salesforce.Admins can manually refresh the Salesforce data by clicking Refresh Metadata from the context menu of Salesforce connection in the Administration > Integrations > Connectors 2.0 (Horizon Experience) > Connections tab.Notes: Admins must manually refresh the metadata to see the new custom Gainsight Object or fields added in Salesforce. This feature will be enabled for all customers in a phased manner after the 6.27 release. To enable this feature in priority, contact Gainsight support.For more information on Salesforce connector, refer to the Salesforce Connector article.2.Out of Box Jobs for Freshdesk and ServiceNowGainsight has added two Out of box Jobs (OOB) to sync important data such as Tickets
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