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'm ingesting data from S3, which contains dates in epoch format (unix timestamp). I was planning to use the DATE_ADD function to convert this to an actual date, but that only seems to function on a Date attribute with a fixed interval, while I have the opposite situation (fixed date: 1970-01-01, interval attribute, being the epoch time). Does anyone know how I can make this conversion, either in Rules Engine or via a Calculated Field on the object I write the data to?
Admins can Integrate their Salesforce, Dynamics, HubSpot, PipeDrive and Zoho CRMs with Gainsight to have a complete 360-degree view into their customer health right on the account form. For more information, refer to the CRM Integrations guide.
Hi AllI am trying to share a success plan externally and have followed all the instructions provided by Gainsight articles and the community page advice however it does not seem to be working for me. Any advice?Here are the steps taken: First Step: Followed instructions laid out by GiansightEnsure Success Plan sharing external is enabled Add person if they do not already exist. Give it 24 hours, since adding a person, to share the plan.This did not work Second Step: Option 1:When a Person is added, their data is automatically added as a user in Gainsight; however, their "license type" is not updated.When trying to update the user license type from "unlicensed" to "viewer," the "Update" button will not highlight to allow me to update that setting. This did not work! Option 2: Create a Permission Bundle that allows SP sharing externally and add users in that bundle.This did not work
We have redesigned Connectors 2.0, powered by Gainsight Horizon experience. We will soon migrate existing tenants to the Connectors 2.0 (Horizon Experience) which is more intuitive and simple to use. If you want to upgrade your tenant earlier to the Connectors 2.0 (Horizon Experience), please contact Gainsight support.Note: By default, all the new tenants will have Connectors 2.0 (Horizon Experience).The following are the advantages of Connectors 2.0 (Horizon Experience):Merge Data: Merge data from the two source objects and then sync with Gainsight. Merge data option is available for BigQuery, Pipedrive, Zendesk, Jira, Freshdesk, Intercom, Zoho and Zuora connectors. Create Jobs: Easily drag and drop source objects to create a job and sync data with Gainsight in the Jobs Preparation page. Job Chains Page: Simplify the process of scheduling a group of dependent Jobs that you need to run in a particular sequence. For more information on the Connectors 2.0 with Horizon Experience, refer
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?
All the data management reports within Gainsight NXT need to have the ability to be “sticky”. I am referring to the User Management and Company-->Data Operations pages at least (They seem to be using the same reporting/code structure). In both pages, the search is not sticky so anytime you refresh the page or go into a record to edit it, the page resets completely and you lose all your filters, search results, or place within the search results. This makes it very difficult to manage records when you dont want to create a rule to change the values for only a few records.
Hello - We have a field in our zendesk labeled “Form” it’s a standard field built off the template forms. We use this to track product type for our core products. Is this field part of the standard integration? I don’t see it in any reporting choices.
Hi Success Superstars- I’m curious learn more about if/how you’re using Gainsight and Salesforce Einstein together. A couple of scenarios we’ve heard about so far: Triggering actions in Gainsight based on Einstein predictions Improving Einstein predictions by including customer engagement data/insights stored in Gainsight. If you’re using Gainsight & Salesforce Einstein together, I’d love to learn more about what you’re doing. Please let me know in the comments below.
Hi folks, has anyone ever brought in Opportunity attachments (specifically PDF contracts) into Gainsight for CSMs to easily reference? The object I have narrowed it down to in SFDC is Attached Content Document; however, the Rules Engine a) does not actually let me query anything on it, and b) shows only Account and Customer Info as lookup objects, even though the attachments actually sit on the Opportunity. I’d like this to either easily live on the Opportunity related list as a link to download the PDF or create a separate related list with all attachments from SFDC (narrowing down by Type would be nice but can be dealt with).
Can anyone confirm if square brackets are allowable in a URL field? I am trying to load data via a rule into a URL field and it is failing with the message “Invalid URL at row number x”I suspect this is because the URL contains square brackets and this is often not allowable unless encoded behind the scenes.
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
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
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.
Hi,I have one dataset with my company data and the standard deviation of one of these fields. I want to merge it with another dataset where I have only one record with the Average for the same field but for the whole population.If I merge them keeping the record with both dataset, I get one line with the average of the population but all the other fields blank and the other lines with all the fields filled in but the average of the population.Now, what I am trying to achieve, is to compare the average of the whole population with the value of the field per line. So what I need to do is to have that value repeated for each line.Any idea how can I achieve it?
We are new to GS and just went live last week. Any recommendations on best practices on synching Contacts/persons between SF/Gainsight.When a person/contact is missing is it best to just have that contact record created in SF and have it push over to GS or go ahead and create the person in GS and write a rule to write back to SF. Is there benefit to one way or another?
Has anyone set up an integration with a LMS? We use Docebo, so it would be great if anyone else has specifically worked with this tool. However, I’d be interested to hear from anyone who has set up any LMS at all. I’m looking to get some help with the architecture of this integration and curious to see how others have set this up. Thanks!
Hi There, Is there a way to move data from Gainsight into either a Google Sheet or Excel? I'm imagining something like what G-Connector does in Google Sheets where it automatically updates Google Sheets based off of a report in SFDC
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