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
- 901 Replies
Deleting Data from Data Management
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?
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?
S3 Data Ingestion - Best Practices
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
Calculated Field using IF statements - and related object (Roll-Up Summary)
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.
Changing the name and adding description to slack Avatar table
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.
SFDC Connector 2.0 Versus Rules Engine for Loading Accounts
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.
Pulse Everywhere Session: Gainsight Platform Innovation
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!
Boolean SFDC Mapping to MDA
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?
Alphabetize Dropdown lists in MDA
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.
Is it possible to have a GS account without a Salesforce account and still fire CTAs?
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
API documentation for Gainsight NXT Bulk and Event APIs
Hi All, We are working on an application which uses Gainsight NXT APIs. We were able to find API documentation for Costumer, person and custom object APIs but not for Bulk and event APIs. Can someone help us pointing to the right API documentation. Below is the link which we are referring to get the API details, here we don’t find Bulk and Event API details. https://support.gainsight.com/Gainsight_NXT/API_and_Developer_Docs/Bulk_API/Gainsight_Bulk_API Regards, Sridevi
Create formula to have result = null
Hello - We have a metric that we track regarding logins, and we want it to show as blank or null if there are no active users yet because technically they could have a 0% login rate with active users which is different than 0% with no active users. I’m trying to create a calculated field on the company object. I’ve tried many different versions. All so far will show 0% even when there are no active users. I’ve tried =null, is not null, =0, ... case when Active_Users is null then null else Unique_Login / Active_Users end Thanks
Use "OR" logic instead of "AND" when selecting key fields to identify unique records in connectors 1.0
Hi Team, One of our customer is looking to use Use "OR" instead of "AND" when selecting key fields to identify unique records in connector 1.0 jobs. Current Behaviour: When setting up an Ingest Job, we have two Unique Identifiers from two different systems. Currently it is erroring out when one or the other is missing. Expectation: Create the Gainsight record with either Unique ID’s. Please see below for which key fields we have selected to identify unique records. Here’s the SS : https://share.getcloudapp.com/NQuZGGWb Please let us know your thoughts on this requirement. Best, Hardik
Improving UI logs error messages of Dynamic connectors
Hi Team, We have a customer who is asking to provide an exact error message in the dynamic connector logs , when the jobs are failing. Current reason showin in UI: Job failed with Error code: Extraction Failure. Please contact Gainsight support. Expected reason to show in UI : Example: The refresh token has expired due to inactivity for 90 days Reason for change: To understand the root cause and fix it from UI iteself. Best, Hardik
Does data designer allow for an outer join (only include data that does not match)?
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)
Need Help Creating ACV formula/field
Hello all! I am racking my brain and struggling to create a new value for customer ACV based on open renewal opporutinities. I have created the custom field in the customer info object and I started creating the rule but I am really struggling with the rule logic when it comes to the formula. Does anyone have examples or documentation on how you performed this?
Add to list of SFDC mapping options in MDA?
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]
Unable to see new Dropdown category
Evening.We’ve set up a new dropdown list category in the company object and I’m trying to add it now to the activity types, as a new field. When I go into adding a new field, and the category selector I can’t see the new dropdown list I’ve added. This is using the “Configure for” Global setting.For the “Configure for” Company or Relationship setting I can see the new dropdown list in the category list but can’t edit existing activities.Any clues as to what I’m missing in the setup?Thanks in advance.
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