Data Management & Integrations
Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.
- 329 Posts
- 899 Replies
Import a file from S3 into a bionic rule as well as a MDA.
Is it possible to have one file in a S3 bucket be sent to a both the MDA and trigger a S3 rule? I want the dataset to be imported and cause an action within the platform but i also want to store the dataset in a Gainsight Data Object. What’s the best way to do this? Have the S3 rule get triggered once the file lands in the S3 bucket and then export it back out to the same S3 bucket with a different filename where it then can be imported into the MDA?
Customizing Fields on the Relationship Contact
Hi! We are exploring using the Relationship Contact object to drive outreach for our contacts instead of relying on messy Salesforce data. I am struggling to find where I can even edit the fields on this object as I do not see it in Data Management. There is an object for Relationship Person but not for Relationship Contact. I would like to be able to customize the Role field to be a dropdown rather than a text string. Is there a way I can customize the fields on this object to make it work for our needs and drive outreach from it?
Create custom mapping for Zendesk Organisation in the Zendesk connector
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
Special characters in a STRING field in Data table?
Attempting to upload data into a String field that contains (<5TB) but it’s getting truncated after the ( Is that because it sees the < as a special character? I tried escaping with a backslash but that didn’t work either. Should I be able to use < in a field?
Customer Info Field History Tracking
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.**
Adoption Explorer configuration
I’m trying to get Adoption Explorer setup and working, but so far no luck.One question I have that I cannot seem to find in the documention - what do you do if your Weekly Time Series data has more than one Unique ID? For example, I have a usage data file that contains usage metrics by Company AND Usage Type, so for example if Gainsight were my customer I might have: Company Name ID Date Usage Type TotalGAINSIGHT 33455 11/12/2019 Logins 365GAINSIGHT 33455 11/12/2019 Punches 724GAINSIGHT 33455 11/19/2019 Logins 398GAINSIGHT 33455 11/19/2019 Punches 772 I want to make sure that I’m upserting on the ID, Date and Usage Type. When importing the data via S3 Connector, I have the option of selecting mul
Creating relationships manually without a rule
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?
Getting CPQ objects (subscription/product) data in Gainsight
Hi everyone - Looking for some assistance here. We just integrated CPQ into our Salesforce instance which is fantastic! I’m not looking to pull in our contract/product/subscription product in Gainsight to being reporting, update Customer 360, and update our rules to reflect that data instead of the original data that was held on the account page. I confirmed that these objects all roll up into the account, but I don’t see them in Gainsight as avaliable. I’m sure I’m missing a step, but I’m not sure which one. Any ideas?
Data Analyzer - seeing filter not working on front page of analysis
I entered a filter to pull last 60 days and get 0 records. So I noticed new filters on table and added a filter there and it doesn't appear to apply. I say to bring everything from 7/1 forward and still see April date directly below as well as other before 7/1. Am I misunderstanding what these are for? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/20191011_154858DAFilter-6aca4abb-4010-4fa4-a279-402a31ff8db9-569693941.png[/img]
3 Quick Tips for when to use Gainsight Analyzer
Gainsight's Analyzer tool is a powerful tool that all Gainsight Admins should get familiar with. We have [url=https://support.gainsight.com/View_More_Categories/Gainsight_Analyzer]thorough documentation[/url] on the ever-expanding capabilities Analyzer provides. What I'm here to do is provide three quick tips for common scenarios that can give you a chance to get your feet wet with Gainsight Analyzer. [video]https://player.vimeo.com/video/361158035[/video] [b]Scenario 1 - [/b][url=https://support.gainsight.com/View_More_Categories/Gainsight_Analyzer/Admin_Guides/01Rules_Analyzer_Admin_Guide][b]Rules Analyzer[/b][/url]: How do I know how many rules are scheduled within my instance? It can be hard to figure this out from just looking in the UI of the Rules Engine. Luckily, the Rule Analyzer makes this easy to find out and also dig deeper into the execution summary if needed. [b]Scenario 2 - [/b][url=https://support.gainsight.com/View_More_Categories/Gainsight_Analyzer/A
Adoption Explorer Setup
Hi! I'm trying to get a project setup with Adoption Explorer tool but have some questions/confusion on the process. First, if we already have usage data from our platform stored in the MDA, what does adoption explorer offer? Is it a more powerful reporting tool with better insights? Reading throught the overview article, it doesn't seem to be much different than reports I've already built out. Secondly, regarding the creation of the project - we have an S3 connection to our platform usage, which is stored in custom MDA tables. Should I be using the S3 bucket as the source or the MDA tables? The biggest issue it seems for this setup is that an 'Account ID' is not provided in the usage datafeed and I have to load that from Salesforce into the MDA which is required by the project setup. Can I get some tips/tricks or recommendations on how to best set up Adoption Explorer? Thanks!
Register for Adoption Explorer Webinar on Sept. 18!
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
Introduction to Adoption Explorer (SFDC Edition)
Adoption Explorer helps manage your customer’s usage data in the Gainsight environment, and quickly surface the most relevant view of usage data across your customer base. Adoption Explorer offers powerful segmentation capabilities to manage multiple product lines, more robust control of aggregations and calculations, and totally re-imagined visualizations to surface deep insights. Customer’s usage data at Company and/or Person level can be stored at both daily and weekly level along with their entitlements. Using the ingested data, admins can define new derived fields without the need of Rules Engine. This 11-minute [url=https://vimeo.com/356516133]video[/url] provides an overview of Adoption Explorer. The video focuses on how to configure a project in Adoption Explorer, and how to enable it on C360. For detailed documentation on Adoption Explorer, refer [url=https://support.gainsight.com/View_More_Categories/Adoption_Explorer]Adoption Explorer Docs[/url].
Cyberduck S3 Connector problems?
Does anyone else get this error in trying to connect S3 to Cyberduck and know how to connect properly? I've been able to connect previously but more recently i get this error. It happens on and off. I've restarted my computer, internet etc.. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190610at12-15-03AM-c30d777b-5193-4429-bbe7-aa07471121ff-1172817547.png[/img]
Loading Historical Usage to Existing Usage Table
During our initial implementation we created a usage table that's populated via an S3 ingest job. We recently added a phase 2 for metrics to include in the existing table, which are new columns that have been added to the table. Future data files will map to the new columns, but we are looking to backfill historical data for the new columns. In order to backfill historical data for the new metrics, I wanted to check if there is a best way to do this that keeps the existing metrics as is and only updates the new columns with the historical data. My initial thinking is to create an S3 ingest rule that uses Date and SFDC ID as the unique identifiers, and only map the columns I want to upsert, leaving all other columns I want unchanged as "None." Would this be the best way to accomplish this?
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
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