Data Management & Integrations
Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.
- 278 Posts
- 805 Replies
We have a field called CSM Engagement Status on the Customer Info object where a CSM selects how engaged they are with a customer. We would like to be able to track how that value changes over time. What would be the best way to capture this? I saw documentation around creating a snapshot object in Gainsight, but was interested in other potential solutions that don’t require a daily snapshot, but only capture when the value changes. **In SFDC we are limited to the number of fields we can track history on, and have maxed out our fields, so this is not an available option.**
Hi there - I have the zendesk connector set up and syncing fine - but for reporting I’m only able to build reports using the organisation ID which is numeric field. I added a mapping file using the CSV import function on the Zendesk connector page to map the numeric Zendesk organisation value to a name. It doesn’t appear to have worked. When I go to build a report organisation ID and organisation name are both available, but organisation name has no value attached to it. Can any of you offer any suggestions or tips as to where I might be going wrong? many thanks PS:The input csv looks like this, but with more rows. CompanyId CompanyName ZendeskOrganizationId ZendeskOrganizationName 1P05FR1W5RMAH4QPD0GCBSDVOFFAABBCCDD CORP UK 12345678910111213 CORP UK
I have created a new table to store a file with some daily usage data, and I would like for the file to be uploaded automatically to this table. When Gainsight was implemented in my company a cURL was given to the Product Analytics department to be able upload data automatically into MDA. But now I don't know where the cURL is. Has something changed? Before: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20161017-12445-alqhve-before_inline.jpg[/img] After: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20161017-100367-1554xv8-After_inline.jpg[/img]
While creating calculated fields in MDA object. Complete field names are not displayed we need to hover on the field to know the value. The fields are also not displayed in a sorted order. If i have many number fields then creating a calculated field becomes a time taking task[img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170117-72338-9vlsnl-Calc_inline.png[/img]
When reviewing our rule execution & Audit section in Gainsight Analyzer, as an Admin I am quickly trying to provide an update on our processing time but the "meter" indicator is Zero while the report metrics are present. Is this something possibly introduced with the recent release? We can still use the value from the chart, but wanted to let you know that (for at least my instance) this is no longer working as expected. I was hoping to post a screen shot of the "zero" green, yellow, red indicator but it seems I am not allowed to upload picture or they are being rejected.
There are two places within Gainsight where our roll-up dollar values are showing inconsistently or where it's confusing when you look at the numbers. For instance, in the Customers tab, my total revenue is $252M and yet in the summary tab it is showing as $252,809K. Additionally, in the Customer 360 our AUM (Assets under Management) for our customers which can and often does go in to the billions for Financial services firms, the totals also show as a 'K' rather than either the true number or with a 'B'. Notice that the AUM to the side in the Summary shows the true number where the roll up of AUM in green on screenshot #1 shows the 'K'. I've attached both screen shots here for your review. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20151001-32355-1k8t1xf-Gainsight_AUM_inline.png[/img][img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20151001-24495-1rvvwp7-Customer_Tab_AUM_Gainsight_inline.png[/
I'm trying to pull a report of customers and their responses to a specific customer. I'm using Data Spaces and the Survey Allowed Answers object. I'm able to add in the information I want, but when I go to report on it, the fields I need info from (account object fields) are showing up as not having any. Any one else having issues with this? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20161003-18399-1hc2vyc-Reporting_2_0___Salesforce_-_Enterprise_Edition_inline.png[/img]
This seems like a problem. Thousands of records failed, yet the job status shows it completed successfully. I'm on the 5.17 release. [img]https://d2r1vs3d9006ap.cloudfront.net/s3_images/1748406/RackMultipart20180827-24207-jdwooy-Screen_Shot_2018-08-27_at_1.03.51_PM_inline.png?1535393273[/img]
Does anyone else get this error in trying to connect S3 to Cyberduck and know how to connect properly? I've been able to connect previously but more recently i get this error. It happens on and off. I've restarted my computer, internet etc.. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190610at12-15-03AM-c30d777b-5193-4429-bbe7-aa07471121ff-1172817547.png[/img]
I am currently having issues with the Sponsor Tracking feature. It works only intermittently so for some users within certain accounts I am unable to select a profile and track the sponsor. This is the procedure I follow: Go into the account > sponsor tracking tab > no sponsor is tracked, therefore I click on + Sponsor > choose the user > click on track (under action column) > a pop up window opens and it keeps on loading > after a while it says "Unable to process request at this moment, please try later." > if I input the linkedin URL I am unable to click on search. I have tried for multiple days in a row and every day the same error message appears. What can I do to make sure the sponsor is tracked?
Customers are confused by the wording of the tooltip below and the difference between Import Now and Import From Date: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/16060-1jt0mwz_inline.png[/img] This support [url=https://support.gainsight.com/Data_Management/Gainsight_Standard_Objects/Gainsight_Connect#Scheduling_Data_Import]article[/url] provides more info on the two options.
Creating this on behalf of a customer - he wanted to see if it was possible to preemptively create zendesk accounts prior to receiving tickets and link that new account to Zendesk --> here is his ask: I was wondering if there was a way to integrate a Zendesk organization to Gainsight before a ticket comes in? See below screenshot of where I'd hope it'd be possible, which is the Zendesk organization page. Please note that the integration is already installed between our Zendesk and Gainsight instances, and we are able to manually link organizations between the two applications after a ticket has been submitted by that client organization in Zendesk. My sole question here is can the link be made before a ticket is submitted, at the Zendesk organization level. I checked the app configuration for Gainsight on the Zendesk side and see nothing that would pertain to this. The answer may very well be "We don't support that", but I want to confirm. The reason I'm asking is because if a tic
A customer of mine had out of sync data in their company object for the [b]CSM field[/b]. After barking up multiple wrong trees, I uncovered that there are some values in ANOTHER Account picklist field that do not exist in the corresponding MDA dropdown picklist. GS connect does not do partial sync for fields that are fine. It is either a complete sync or a fail. It also shows GS connect was successful unless I do historical runs, btw. If I have out of sync data in Company, this design creates multiple points of failures to debug.
Idea. Change the Quick Filter (Search) Section in the S3 Connector to Default to Contains, rather than Equals.
In other areas when you're doing a quick search using the area in the red box (in the image), it defaults to a 'Contains' search. But in the S3 it defaults to an 'Equals' search. Is it possible to change this search to a 'Contains' to match the other areas? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/S3ConnectorSearchFeature-6bd776a8-e898-4112-899e-c115b19b1264-2096334340.png[/img]
I'm having a lot of trouble getting my internal IT team to agree to enable permissions for GS Connect. Wondering if anyone ran into the same and how they were able to convince their team to enable. Happy to expand more on where the concern is coming from. I've already attempted unsuccessfully to lay out the problems we are running into without it enabled. Hoping someone may have some additional suggestions.
Anyone else seeing this error message? Error message manifests within Zendesk on the Gainsight App. For one reason or another just today, the Gainsight App stopped working in our instance of Zendesk. Causing headaches since we are just ramping up and cannot link accounts in an adhoc fashion. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170106-16834-1svjtzx-Screen_Shot_2017-01-05_at_4-59-18_PM_inline.png[/img]
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.
I am trying to look at fallout from a CTA. I have created a data set for data designer for the items I would expect the CTA to fire on and another data set for the CTAs fired. I want to merge and only include the items from the expected that are not in CTAs. The CTAs_fired dataset is limited the type of CTA that would be fired from the rule. In SQL language: Select * from Expected_CTAs where Account_SFDC_ID not in (select Account_SFDC_ID from CTAs_Fired)
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
MDA Time Zones The MDA manages time in UTC, meaning that datetime values do not work with reporting logic in Gainsight. Example: Customer has a filter set to "today" on a dashboard...at 5p PST all their dashboards go blank and start looking at "tomorrow" because the logic is based in UTC, and no data exists yet for tomorrow in their daily data. It would be best to follow timezone logic set in the SFDC org, second best would be to have the customer set it (similar to the rules engine), third would be a manual set per tenant by the Gainsight team during installation.
Gainsight Analyzer appears to be doing similar to [url=https://community.gainsight.com/conversations/s3-execution-history-is-sorting-as-if-it-is-a-number-not-appreciating-time-5bc73e16e4b04588aaf868b8]this[/url] when sorting rule execution dates: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190121at11-59-32AM-abda48af-4584-40cf-a435-2b7e99190e77-1883082175.png[/img] Is sorting chronologically something we have to ask for as an enhancement every time or can we just assume moving forward that any date/time sorting should be chronological when the feature is developed?
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