Data Management & Integrations
Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.
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Admins can now sync data in real-time from Salesforce to Gainsight for the Account, Contact and Case objects. A maximum of three real-time sync jobs is supported (one job each for the Account, Contact and Case objects).IMPORTANT: To enable Real-time sync (BETA) for your Salesforce connector, please raise a support ticket. In the case of high demand, we will coordinate scheduling it for your Gainsight instance appropriately to ensure that we can closely monitor and gather your feedback. You will hear from our Product team once the feature is enabled.Business Use Case: The real-time sync feature ensures that when a record is updated in Salesforce, it pushes the updates to Gainsight immediately. For example, if the opt out attribute for a Contact is updated in Salesforce, this change will reflect in real-time for the Gainsight Person record. This helps users avoid sending any accidental emails due to a sync delay.For more information on how to create real-time sync jobs, refer to the Sal
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
Is data that lives in a Salesforce custom object editable from within Gainsight? Can a record on the object be created within Gainsight?
I have a team that works in Gainsight and another that works in Salesforce, and they both manage a piece of customer data. The data currently lives in Salesforce, but we want both teams to be able to edit it. Is it possible to edit or create a record on the SFDC custom object from within Gainsight?
Hi!I use Rules to import some data from SFDC to Gainsight. There’s a dropdown list in SF with the following options inside (High, Medium, Low, None), but in Gainsight I’d like to have them shown as 1-High, 2-Medium, 3-Low, 4-None.Is there a way to “map” the content this way? Thanks
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 have a Date field in Gainsight CS on the Company tableIt matches the same type (Date) as a field in Salesforce When I am searching for the field in a rule chain so I can update Gainsight CS with the Salesforce updated data I am unable to find the fieldField on Company table Rules Engine Fetch from Account
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?
We define a “role” for “Company/Relationship Person” and the value for this role is managed by a pick list. I can generate a report from Company/Relationship Person and include this field in a report.The problem I’m trying to solve is when I add these fields in “Show Me”:Company Name Role1 Role2It results in a report that has multiple lines per Company (one for each Person with that role). What I want is one line per company with totals for each role.How could I accomplish this?
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
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!
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?
Is anyone familiar with the Salesforce Platform Events framework? I requested new Apex triggers in SF from our Salesforce Developers and they pushed back and would like to switch to using Platform Events which I have very little understanding of but I assume Gainsight would still be able to interact with it the same way it would with an Apex trigger. If anyone has experience using Platform Events and knows it works fine or can point to some documentation would greatly appreciate it. Thanks
Are there plans to provide additional out of the box integrations or third party development of integrations? When I think of most any other SaaS product I use, they all have app stores with 10s of 100s of integrations (Salesforce AppExchange, ServiceNow, Splunk, even more nascent services like Clickup, Pendo, etc). With just over a dozen currently, I feel like there is a big lack of native integrations and I’m curious if this is on the radar at all to improve this area?
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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