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
- 901 Replies
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?
Using MDA Picklist values in External Actions
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?
Global filters on dashboard
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
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
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!
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.
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
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.
Slack notification when activity is added to timeline
Hi there,Gainsight newbie here and slowly getting the hang of things!We use the timeline on the C360 to add risks as an activity type. I was wondering if anyone had any experience in setting up a connection with this in a slack channel? Ideally I would like it so that every time a new risk is added, our account managers can see this in the slack channel, is this possible?I have spoken with GS support on this and sadly I am really struggling to get a clear answer!
A Data Designer Use case
Hello Gainsight Admin Community! Having the option to see percentages across an entire customer base in reports or combining multiple data sources is one of the most frequently asked requirements we hear from customers.We are going to calculate the % of customers flagged with risk grouped by segment/industry and CTA type. To achieve this we often need to combine several data objects from both MDA and Salesforce. This can be done by designing a simple data designer task and leveraging the dataspace created in the reports. Data Designer gives you the tools to do this, helping you merge and transform data from these disparate data sources to create a Dataset for your further analysis. For more information, I suggest reviewing this document: Data Designer Overview --------------------------------------------------------------------------------------------------------------------------- To start building your task, navigate to Administration -> Data Designer -> Click “New Design”. -
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
business intelligence universe for gainsight aws specification data
Hello Gainsight Community,We are building a universe (business intelligence/business objects) from the export of the Gainsight AWS bucket files as per the Gainsight AWS specification online.I seek your knowledge on the architectural design of the universe. The simple joins by account id, identifier id, as well as also in master data engagement id and master data feature id… is not enough.That design gets us one path to list the account, user, ..engagements, or list the features, or list the external events for a product.In one universe, I am looking for pulling all tenant, all product, engagements, features, events, surveys, etc. into one business objects report. Or even if I go into Power BI, the same thing. or even if I go into Access. Has anyone combined data in one universe, etc. to allow overall reporting of Gainsight data for the company?Thanks for your help.Janine
How to pull data in Rules Engine based on quarters
In Rules Engine we do not have date filters in terms of quarters as in report builder, here I came with the workaround on how to do that. Let us see some use cases that need Quarter as the date filters: Pull the number of unique logins happened in last quarter and create CTA if usage drops Number of meetings CSM had with the customer in the quarter and draw insights about Engagement Number of support tickets raised by the customer in the last quarter and decide the support score based on that. To solve these use cases, we should be able to filter based on quarters. But since we do not have that we tend to use last 90 days data but might not give the same data unless you are running the rule on the first day of the current quarter.So, there is simple work around to pick data quarter-wise: i) To pull the data of previous quarter: From the data set where pull the date fields, do not apply any data filter. Just pull in the date field into the show section. In the next transformat
Hello Gainsight Admin community, Next time you want to troubleshoot on usecases likeHow the field is getting the value into ? What is the source of the object ? How is the data flow happening ? Are there dependencies to check before I delete ?And many similar questions. Then you can use this super hero from Adminstration → Analyzer which is a one stop for most of the troubleshooting questions. Where you can find multiple feature analysers that gives you a brief idea on what is happening at feature level.Now select Object analyzer and go to the tab data flow diagram.Select the object either Gainsight/Salesforce object. Here in this example I selected Company object. Click on view. Which gives you a detailed data flow diagram on all the dependencies/inflow/outflow of the object we selected. You can click on those circled numbers and scroll down to get the details of the rules that are populating data into them Choose a specific field on the right side of which you want to understand the
Database schema with primary and secondary keys to build external to Gainsight product universe for reporting
Greetings Gainsight Community, I am looking for a database schema with primary and secondary keys. I need this to be able to build from the 18 or 19 exported Gainsight tables. I am building a product universe for reporting and increased dashboarding with other company data outside of the Gainsight environment. Thanks for reviewing my post. All contributions are very welcome as it will be more than I had today when I posted this question.Hope your day is filled with joy and fun!
Data permissions at feature level
I have a customer use case where for a set of CSMS, customer want to restrict few CTA types showing up in the dropdown while creating the CTA. Applying data permission on DA picklist is restricting those CTA types at object level but still appearing in the list on CTA creation page. Also, can we restrict one set of CSMs tagging another set of CSMs(CSMs of one region tagging CSMs from other region) in timeline?Is there a way to achieve these? If not is there anything on roadmap which enables this?
Create URL for Timeline Activity for Export
Is there a way to create a custom URL for Timeline activities that can be exported out?The hyperlinks in Gainsight are great, but they do not export out. We have some external reporting, and there are some pieces of data we can’t export (per company policy); it would be helpful to be able to export the Activity hyperlinks so users with permissions can be re-directed to Gainsight to drill into details where necessary.
Integrate your Jira, Zendesk, Freshdesk or Servicenow org with Gainsight to get more
You can integrate your Support systems (like Jira, Zendesk, Freshdesk or Servicenow) with Gainsight to see the full picture of Customer Success.Coordinate across Customer Success and Support Teams by creating and linking Call to Actions (CTA) to support tickets. Sync data like tickets created along with their status and priority, which is crucial for understanding the health of your customers in Gainsight.For more information on how to integrate your support systems with Gainsight, refer to the Support systems guide.
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