Data Management & Integrations
Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.
- 279 Posts
- 805 Replies
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?
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).
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!
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
The problem I’d like to solve is getting visibility into Github for our Account Execs (sales people) Some details: Our sales team uses Gainsight Team View in SFDC We are almost done setting up the Gainsight / Zendesk integration The team would really like to see Github tickets open for customers as well We use Github for two things: Engineering escalations from Support Customer Requested Enhancements Has anyone integrated Gainsight with Github?
Yesterday we had usage data loaded into a custom object twice which has caused inflated usage. I read the article that indicates I can delete data from Data Management if I apply a filter that only shows the data I need to delete but I’m running into an issue where I can filter to the DATE but not to the exact TIME of the duplicate data entries. Has anyone been able to work around this?
Is it possible to use IF statements in a calculated field, and reference a related object? We have an object for Provisioned Services (which are basically professional service hours, purchased by the client) which are related to a Company. These have different departments, and also different Status’ (Provisioned, Fulfilled, Expired). Is there a way to get a roll-up summary with different slices such as; Customer Success Hours - Provisioned Customer Success Hours - Fulfilled On the Company level? I am currently doing it via Rules Engine every 2 hours, using a number of transformation/pivot tasks, which seems very cumbersome.
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 team, We had one of our customers finding it hard to find the Slack Avatar table for pulling some data. The table has been renamed as “Companyname”_User. So they were having a hard time identifying the object as the name doesn’t really say much and there is no description available. So would it be possible to Change the name of the table to something that says it is related to Slack? And also to add a description? Let me know your thoughts.
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?
We are looking into moving away from Gainsight Connect as it is pulling non-customer and inactive accounts into our Company object. Is there an advantage to using SFDC Connector 2.0 versus creating a rule to populate the object? Also, we found in the SFDC Edition documentation that if any data which was previously inserted into Gainsight from Salesforce, is modified in Salesforce, corresponding data in Gainsight NXT is updated. Is anyone using the SFDC Edition and can confirm SFDC record changes are pushed into Gainsight or if NXT is indeed required? Thanks.
If you want to learn more about our product team’s exciting plans for the future of Gainsight, be sure to join the Gainsight Innovation Showcase sessions this Thursday as part of Pulse Everywhere! (full agenda attached below) In the Gainsight Platform Innovation session, our team will highlight powerful new integrations and new data processing paradigms; all of it using Gainsight's new Horizon Experience. We'd love to continue the conversation with you here. What did you see that you loved? Was there anything you had hoped we'd cover that was missing? Share your questions and feedback, and the Gainsight product team will respond!
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”. -
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?
Customer is using COVID assets from Solution Marketplace. One of the dropdown asset is ‘Vertical’. Verticals listed in this list should be alphabetized. You can argue that you can upload an alphabetized list. But what happens when they add more verticals? The list will get out of order. It is a simple ask from the customer and will greatly improve their experience.
S3 Best Practices Sample job creation: *S3 Dataset Task in Bionic Rules: https://support.gainsight.com/SFDC_Edition/Rules_Engine/Admin_Guides/S3_Dataset_Task_in_Bionic_Rules *Use File Analyzer to proactively identify and resolve any issues in the file. https://support.gainsight.com/Gainsight_NXT/Gainsight_Analyzer/Admin_Guides/File_Analyzer_Admin_Guide S3 Job Recommendations: Use Bionic rules for data ingestion (for better error logging and/ or for further transformations before loading to target object) Enable archiving for future reference Enable post file upload to trigger rule - ‘Event’ based scheduling Ensure a minimum gap of two hours between file uploads. Whenever possible, break large files to chunks of 100MB for easy debugging incase of errors Use notification emails for the success/ failed jobs. File Naming conventions: Avoid spaces in the file names File name given in the job configuration and the file loaded in the S3 bucket should be same Ch
Is there a way to track a Gainsight account to Salesforce account that is linked to a different Salesforce account. Or - is there a better way to get around this situation? We need to figure a way to have the new brand have its own GS account and fire CTAs even though there is no Salesforce account Company A is the parent account of multiple brands we work with: Company A, Company B, Company C and now Company D. The Comany A account in Salesforce used to represent Company A only, and separately to this, we had a Salesforce account for Company B, and a Salesforce account for Company C. This worked well with Gainsight, where they each had their ARR, their CTAs, and their usage and so on. We have now brought a new brand on board: Company D. They signed on the same paper as the other brands and were therefore merged to the Company A account in Salesforce, instead of having their own separate account. This is causing issues for CS, as Company, a brand new customer, don't have their o
Hi Team, One of our customers is looking for integration of Office 365 suite apps with Gainsight, specifically PowerBI and Sharepoint, but others will likely be close behind. Do we have this planned currently in the roadmap for NXT tenant with Office 365? Best, Hardik
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