Data Management & Integrations
Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.
- 303 Posts
- 858 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
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!
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
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
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
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?
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.
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?
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
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
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
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.
Currently in Gainsight NXT when you refresh your sandbox from prod, the data desginer designs do not copy over from prod. While Gainsight can do this with the help of our TechOps team, the request is that this be done automatically to make the refresh process more streamlined.
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!
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
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 - 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?
I am trying to understand the best practice around limiting the number of Data Anomolies we have, specifically with the number of accounts with no customer info value. I know that it can occur with validation rule errors that impact Gainsight from updating the CustomerInfo field, but it is happening on a large number of accounts and then impacting the creating of new Relationships.Besides going in and manually fixing each record is there a best practice around getting to the root of the problem so it lessens?
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