Data Management & Integrations
Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.
- 312 Posts
- 878 Replies
Unable to S3 bulk upload contact information in NXT's Company Person
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?
GS Analyzer: Make reports under the Configuration Home drilldowns larger
I love GS Analyzer so much. Could we enlarge the reports on all the Config Home drilldowns so that you can see more records without having to scroll as much? There's a lot of white space there. Thank you! Example - Rules Analyzer; Bionic - Active: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190809at9-27-57AM-ea9c551d-3cbb-4322-a586-3747e4adc3e1-1375646899.png[/img]
Want ability to view MDA Usage Data in Engagement Tab and "Usage" section of C360
Currently, you can only view SalesForce and Gainsight Data within the "Engagement Tab" and "Usage Section" of c360. We would like to marry this data to our MDA Data. For example, we would like to see if certain CTAs close, does this raise our product adoption. Currently, the Engagement Tab and Usage chicklet in 360 provide little value with our use case.
What are common processes sponsor tracking is used for?
My organization is wanting to implement sponsor tracking. I understand that sponsor tracking allows us to receive notifications, CTAs, and create reports on activities of these sponsors, such as moving roles or companies, but what other ways can we utilize sponsor tracking? For example, will sponsor tracking integrate with the new org. chart feature? Are there other ways your company is using sponsor tracking?
Created By and Created Date fields in Data Management
Would be great to have Created By and Created Date fields added to the tables in Data Management for custom fields. I ran into a situation today where Migration created a field that already existed on the table, but I could not tell which one was the newly created one.
Benefits and Admin Tips for Using Gainsight's Person Model
Hi everyone - I'm back with a [url=https://share.vidyard.com/watch/KyqdvfkULnqaAC5zBW6KPU?]new video[/url] that explains the benefits of using Gainsight's Person model, as well as some admin tips and tricks. [url=https://share.vidyard.com/watch/KyqdvfkULnqaAC5zBW6KPU?]In this video[/url], I cover the following: [b]Benefits of using Person Model[/b] [list=1] [*]Required for Email to timeline [*]Required for configuring @ mention in timeline [*]More compatible with Survey 2.0 and Journey Orchestrator [*]Person records can be editable straight from the C360 [*]Required for using our new People Maps feature [/list][b]Tips and Tricks when using Person Model[/b] [list=1] [*]Remember that you can add custom fields in either the Person or Company Person objects. [*]You might want to create a rule that makes sure changes made to Person records get synced back to your source CRM's contact records. [*]Remember to set up your [url=https://support.gainsight.com/R
How to load to the Person Object
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]
Assign Gainsight License in Sandbox
Hi. we have a new person that will handle Gainsight, and I assigned her a license in Production. We don't want her touching the data in Prod until she learns the ropes, so I had to create her in our full sandbox because we're in between refreshes. When I tried to assign a Gainsight license in the Full sandbox, I didn't see the Manage Licenses link under the Installed Packages section like I do in Production. Is there a way to assign licenses in the full sandbox, or do I have to wait for a refresh? Thanks, Joe
Write from Gainsight Person to Salesforce Contacts
Hi, [url=https://vimeo.com/339553987]Here's[/url] a quick walkthrough of how to write data from the Gainsight Person model to Salesforce Contacts. This will be helpful to create new Contacts as well as syncing over changes made to existing contacts. [url=https://vimeo.com/339553987]https://vimeo.com/339553987[/url] Hope this helps! Thanks, Kunal
What product would you like to be included in Gainsight Analyzer next?
[list=1] [*]Advanced Outreach Analyzer [*]Cockpit Analyzer [*]Success Plan Analyzer [*]Other[/list]Your response is hight valuable to us, Do checkout Gainsight analyzer to gain insights about your org and to get recommendations to improve it further
Trying to load Company Person, getting a blank dialog box (see below)
Trying to follow the document listed on the FAQ [url=https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Types#Setup_Load_to_Company_Person_Action_Type]https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Types#Setup_Load_to_Company_Person_Action_Type[/url] I am trying to create a rule to select a few contacts from SFDC and load it into Gainsight. The setup rule works just fine but when I go to the Setup Action click on + Action and select "Load to Company Person" I get a beautiful dialog box something I have never seen before [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190412at12-52-33PM-c3d5175e-73b8-4536-b1d2-d4585592522e-333016736.png[/img] It is completely blank but has an OK button on it. If I click OK it does not take me to the mapping box instead I get [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenSh
date format when uploading data to an MDA object
I've finally understood exactly how to upload data using the S3 connector to and MDA object. however, I was quite surprised when I was troubleshooting and searching the gainsight support site that formats starting with day (dd/MM/yyyy or dd-MM-yyyy) are not at all supported. this becomes incredibly annoying for me and our CSMs since we're based in Europe and most of our data in Salesforce uses this formatting instead of the classic American MM/dd/yyyy. It would be very nice and much more manageable if we could have this format supported. Thank you
Gainsight Analyzer: Hours of execution widget not working properly, zero value
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.
I need help to intergrate the Fresh Desk ticket data into Gainsight. The intergration idea was to use a SFDC and get the information into Gainsight that way. However using the SFDC app only works when you are using SFDC in classic and we have all moved to lighting. Has anyone integrated FreshDesk data with a SFDC lightining instance
Has anyone configured a freshdesk integration?
Without a native connector per Zendesk, I'm looking for any help with a light or zero dev solution to getting FD tickets into Gainsight daily, either via API or drop to the S3 connector. It appears that the FD/SDFC integration (which we do have live) is pretty limited, and only shows an iframe type ticket view, so I assume can't be accessed by rules engine. We also just tested flatly.io as a3rd party approach, but it only allows a single datapoint to be scheduled/sent. Any advice or help appreciated!
New API Documentation Available!
I'm happy to share our new [url=https://support.gainsight.com/API_and_Developer_Docs]API documentation[/url] on Gainsight Go! Gainsight offers REST APIs to integrate your applications or services with the Gainsight platform. Gainsight API documentation is intended to address developers who need to understand the Gainsight APIs before integrating applications and services with the Gainsight platform. Using these APIs, you can insert or update data into the Gainsight applications from external systems. Data which is upserted into Gainsight applications is stored in various objects in Gainsight’s Matrix Data Platform (MDA). Using these REST APIs, you can manipulate objects (Read/Write/Upsert/Delete) and insert or update upto 50 records in a single API call. If you want to perform bulk loading (inserting more than 50 records), you can use [url=https://support.gainsight.com/API_and_Developer_Docs/API_Integration/Gainsight_Bulk_API]Gainsight Bulk API[/url]. Gainsight offers documentat
Map users - email to SFDC Account ID - via Person object
Hi, Now we have Person Object part of every C360 and R360, our CSMs add new users and assign them to various accounts where relationships exist. So one user (email address) can be part of multiple C360s as well as R360s. We have several other objects where we store users data using their email address e.g. product usage stats and webinars. Historically, we would always load SFDC Account ID as part of every object – this field would come prepopulated via our data lake and the mapping would have been done either before in enters the data lake or in the data lake so it would be already available in the dataset when it comes to Gainsight. But now, we manage users mapping via Person object, I’d like to switch the “email -> SFDC Account ID” mapping to reflect the one in Company Person/Relationship Person. In other words, if a contact is associated with 5 different C360s and they attend a webinar, I would like this information to appear in all 5 C360s (multiplied), without
Are Sandboxes important when working with Gainsight?
Hello, I am reaching out to see if there is any value on getting set up in Sandbox before Production. Just want to see if others utilized the Sandbox after the launch to Production. If you do have Sandbox, have you found it valuable to assist in your Gainsight process? Thank you for your help in advance.
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]
Gainsight Analyzer - Rule Dates not sorting chronologically
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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