Data Management & Integrations
Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.
- 280 Posts
- 806 Replies
Hi,This is Nitin from SurveySparrow and we’re looking to build a native integration with Gainsight.Can I get access to a sandbox from where I can explore the Customer Success product? Just wanted to know a few things about integrating our app with Gainsight.
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)
Gainsight Analyzer is reporting The filter "Apply to Gainsight customer" is missing - but it is chec
When scanning a rule from Gainsight Analyzer, the results show that "The filter "Apply to Gainsight customer" is missing." But examining the Rule Query shows that the box for "Apply to Gainsight customers only" is checked.
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!
We were previously able to upload our contacts in a CSV with custom fields and bulk upload changes via S3 to the contacts object on the Gainsight SFDC standalone enivronment. Since migrating to the NXT platform, Support confirmed that there is no ability to bulk upload changes to contacts in Company Person and therefore manually applying the changes via the UI with specific data changes is extremely cumbersome. Refer to #82945 for more details. Can we please raise an enhancement to this problem?
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.
I have a use case to treat nulls as zero on a calculated field in MDA. It's simply A-B=C and in 25% of cases B is null. In those cases I would like to end up with C=A but there doesn't seem to be an option to treat null as zero in MDA calculated fields. Is this feature on a roadmap by any chance? It's also worth mentioning in this data set the nulls in B need to stay null for downstream logic.
Our product management team is hosting a webinar to [b]introduce the new Adoption Explorer feature[/b] that's included in the CS application. [url=https://register.gotowebinar.com/register/4153046034665267467]Register here[/url] for a [b]Sept. 18 session at 9am PT[/b]! Adoption Explorer is Gainsight's new "Fit for Purpose" module for any and all time-series based data - e.g customer usage. Our vision for this is to build a one-stop-shop for handling all of your usage data needs. Join our Adoption Explorer Product Manager, Sailaja Marasanapalle Kalle, as she explains why we built Adoption Explorer, provides a quick introduction to Adoption Explorer, shares the roadmap for Adoption Explorer and holds a Q&A and brainstorm with attendees to hear about their time-series data use-cases. [b]Not sure if this session is right for you? Check out the below benefits of Adoption Explorer[/b] (there are a lot)! What are the efficiencies Adoption Explorer offer
Is it possible to integrate Periscope with Gainsight? Our organization integrates Periscope with SFDC so that we can join tables between SalesForce and our internal database. It would be nice to have the same access to the Gainsight MDA so that we can also join/aggregate on items that are native to gainsight, such as activity or journey orchestrator/survey information.
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
Because of SFDC concerns/cycles adding Zendesk mappings to the Account object is not always possible (depending on the customer), so the only option is to periodically upload mappings via a .csv into Connectors. This is not a scalable process & requires manual effort to maintain, as well as they could easily miss a new customer since Zendesk/GS/SFDC aren't directly integrated. There is a way to send the Salesforce Account Id through the Zendesk connector but since we have to have the Account Id in Mappings first or tickets are mapped as UNKNOWN with account Id 9999999999, this is not a workable solution. Can we look at other ways to support mapping Zendesk Org Ids/Names in the future? Thanks!
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
Hello - There are a few customers that we need to create a relationship for in Gainsight that cannot be created with our existing rule. I thought I could create a relationship record manually by adding it to the relationship MDA in Data Operation but that did not work. Is there a way I can create these relationships without running it through a rule?
The Matrix Data Architecture Export API returns CSV containing unquoted string values, even when the field delimiter is present in the string values. This is a problem because it makes reliably parsing the returned CSV very difficult, and perhaps impossible in some cases. This just isn't good behavior from the perspective of an Export API user/consumer.
How do you, or can you, add to the below list of options when making an object in MDA? I am looking to add some data to the Email Logs object and to Customer Info, but the mappings are not robust. If you are unable to add to that list, I can just populate with a rule, right? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170427-14078-t0egf-Screenshot_2017-04-27_08-29-06_inline.png[/img]
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
I think this just changed with the recent update, but in my Zendesk ticket object in C360 the ticket numbers are no longer URL's. Was this done on purpose? It was very helpful to be able to click on a ticket number that automatically opens the ticket in Zendesk so we could we could update the ticket. Can we get this functionality back? Taking the URL away seems like a step in the wrong direction as far as convenience goes.
Hi Admin Community, Are you trying to bring Usage data from multiple platforms into Gainsight? Please have a look at below basic points before setting up the configuration. Is the data aggregated or raw data?: If the usage data is in high volumes, it is always recommended to do aggregations in the rule itself and bring the aggregate data into Gainsight instead of pulling the whole data dump. Aggregations on usage data with respect to user, Account and date identifiers is standard way to dump usage data. Does each platform have a common identifier?(like SFDC account id): This is the most important and first step. What common identifiers do they have on each platform and Gainsight?After pulling any usage data to Gainsight, it needs to have a lookup on Company object inorder for the CSM to build insights on top of them and bring those reports to C360 section. So it’s necessary that usage data brought from any platform should have common identifier with Company object in Gainsight. At wha
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.
Is there any way to identify company key/primary contact?We have a usecase where we want to auto send email from GS program to only one contact per company/account who have attended ABR call. For ex. we can create new field under “Company Person” object of boolean type “Is Primary Contact” and if there is already any contact present which is marked as “primary contact” then it should not allow user to make any second contact as primary. (only any one contact can be marked as primary contact per account).
I could be missing how to do this in the documentation, but struggling to see how to load to the person object through a rule. My end goal is to actually load to the company person object, but from everything I can see, the Person ID is required to do that. I don't see a rule action or ability through S3 to load to the person object. Documentation seems to make it sound possible but I'm not seeing the ability in the load to company person object. Any help would be appreciated! [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180227-107454-uaqltr-Screen_Shot_2018-02-26_at_6-14-54_PM_inline.png[/img]
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