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
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!
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
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
Suggestions for Person Admin
Hello everyone!Hope everyone's safe and doing well.I've recently joined the tribe of Gainsight as a Product Manager for the Person model, Sponsor Tracking and People Maps and I'm super excited to get working on my first project, revamp of the Person Admin section that would entail:- Person Upload config C360-Person Config Sponsor Tracking Config screen Rules Engine: Load to People actions You can guide or nudge me by:- Suggesting enhancements Share pain points UX improvements Technical or functional gaps Any other feedback I'm all in for this project and ready to read every bit of info, so please attach relevant images of screens where you'd like UX improvements/links to support tickets/ customer conversation(that can be shared) or any other artefact supported on this platform. You can even write a song🙂Waiting to hear from you soon and I know you are generous.Thank you,Shilpa
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
Triggering a Qualtrics survey via Gainsight?
Hi All, I am looking at a way to integrate Gainsight and Qualtrics. I know there is no connection today and I understand Gainsight has a survey tool. Unfortunately, our company has decided the only surveys sent from our org will be from Qualtrics. CSMs want to trigger a survey based on an action or CTA within Gainsight and pass basic contact information. My question for all of you folks is has anyone done much with the Gainsight API? Does this sound like something that can be done? Anyone have any thoughts or suggestions. And we cannot switch surveys to Gainsight :) Thanks,Mike
Zendesk and gainsight
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!
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?
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?
Can you download the object schema for an MDA object (specifically, Account Scorecard History)?
Hello! I am working with our Business Intelligence team to import our historical customer health data into our data warehouse to be paired up with a variety of other datasets . We have done this with other MDA tables (NPS specifically), but have recently had some staff turnover leaving us without the knowledge on how-to do that. Our BI team says they just need the API names of the object and fields to make the connection. Is there an easy way to download the schema? Thank you!
Viewer+ Analytics license
Gainsight has now added Viewer+ Analytics (paid) license which enables all stakeholders (such as Leaders or Sales persons) to better understand trends in your customer base with access to actionable insights that span your entire book of business. Users with this license can access additional features (than Viewer licensed users) such as Horizon Analytics Dashboards, CX Center (if purchased) and Renewal Center’s Analyze View (if purchased).IMPORTANT: Viewer+ Analytics license type only works with Horizon Dashboards. As an admin, you must migrate your tenants to Horizon Analytics in order to leverage this feature. Contact your Account Manager for pricing information of Gainsight license types. Business use case: Leaders or Sales persons want to access insights on the overall status of their customer base, or segments of customers. Admins can assign them this license type so they can view these insights through Dashboards, CX Center (if purchased) or Renewal Center (if purchased).Note: A
Snowflake connector (Horizon Experience) is available now!!!
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.
Can we give an ability to connect to SFDC Sandbox from NXT?
Hello Team, Can we give an ability to connect to SFDC Sandbox from NXT?Here is the use case:Customer wants to connect SFDC Sandbox to Gainsight Production. Customer's SFDC Production is undergoing some changes and once the work with respect to that is completed, their SFDC production will be exactly same as their SFDC Sandbox now. Then they will connect their SFDC production to Gainsight Production. Thanks & Regards,Srikanth
Is there a way to create a Salesforce Case from a CTA?
Our CSM group is implementing a new contact center software that integrates with Salesforce. This integration will work heavily in cases. Our management is looking for ways for our CSM team to track all interaction and work in both Gainsight and SFDC. What we would like to know is if there is a way to take our automated CTA’s that are triggered off of our scorecard and have those create a case in Salesforce as well as the tracked activity in Gainsight? Thank you.
Timeline Activity link in Company MDA
Hey guys.I’m facing a question that probably has a really simple solution that I’m failling to find. In our Company MDA object, we have one field that captures the date of the Last Timeline Activity. It works just fine but now I was asked if I could had in a 2nd field, the link to that activity. I’ve tried using the same rule I have to get the date of the last activity, to also get the Subject, in hopes of it being clickable and opening the activity, however, after loading the values into Company, it seems the Subject does not appear to be clickable.How would you guys go around this? Thanks in advance!
Extracting 5 fields for engagements across multiple tenants to create one list
I need some help with the following:Extracting Educational workflow name, last viewed date, email, first name, last name for 80 engagements across 5 tenantsCurrently, I am in process of setting individual reports up for each tenant based on date criteria.Then i will need to run these 80 plus reports, export the data, scrub the data, concatenate into a single list with a new column for the tenant.This is nuts… to have to do this… I am looking for some help to save my sanity…. :)
Red API: Generating single multi-picklist id which is not useful
Read API: Generating single multi-picklist id which is not useful while fetching multi picklist in a read API if it has more than 1 value then it is generating one single GSID which is not useful. It would be great to have values of a multi-picklist while fetching the data through an API. usecase: While fetching the data user should understand what they have fetched through Read API.
JIRA integration authorization error
Hi all,I deleted a previous JIRA integration to test environment but when I tied to add the connection for the production JIRA i got this error:“Error occurred while saving connection. You have already created maximum number of allowed connections.”Has anyone encountered such on Gainsight, how can it be resolved?Thanks
Using Google Analytics GA4 with Adoption Explorer
Hi guys. We have a web portal and separate native mobile app that we use Google Analytics for tracking analytics. For the mobile app, it’s using “GA4” which no longer has the views from Google Analytics and as I understand it the views are what are used to bring the data into Gainsight through Adoption Explorer. I believe GA4 is the latest version for Google Analytics, and would love to know how others have managed to get the data from GA4 into Gainsight. The local Gainsight team are trying to find out from Google directly for us but nothing back yet. Thanks Jason
S3 Export issue: New data columns are in the middle of the file not at the end
Hello - Wondering if anyone has come across this, and has a potential work around. We have a few S3 exports that we have set up to provide to our data team. We noticed that whenever we add a new field to the file export, that it typically shows up in the middle of the file. This requires our data team to build a new file to deal with this change. Expected behavior would be that any field that I add, shows up at the end of the data file. Is there something I’m not doing that is causing this? Seems that maybe it’s an issue where some fields have a label that’s been manually created, and these new ones don’t?
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!
Adoption Explorer Date field identifier
We have data that gets updated daily - and sometimes certain usage data is upserted.Is there a way to use two filters for upserting the data in AE vs Global filter.Example: count of a particular telemetry in history can change based on modified date and hence needs to be pulled into GS based on this field.However, the usage metric needs to use a different field (say created date) for timebased usage count. Has anyone encountered or solved a similar criteria? AE doesn’t seem to honor two different fields.
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