Data Management & Integrations
Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.
- 346 Posts
- 958 Replies
Apologies if this lives elsewhere, I couldn’t find a straight answer. In what release can we expect the updates to the CS <> Insided integration? We are going live soon with Insided and was looking to see if it is worth just waiting for the new integration or setting it up as is currently.
Hello,Is there an easy way to transfer one CSM’s portfolio to another CSM?Someone in our team is leaving, so her portfolio is being transferred to a new starter, but there are 900+ accounts in her name, so doing this manually is not feasible. How can I do this in bulk? It isn’t particularly made very clear. Thank you!
Can someone please help me with the Testing documentation for Rules, Connector jobs and other features of Gainsight please?
Hello Team, I am looking for a guidance to develop the Configuration testing guide for creating new fields in Gainsight or using them in a rule to bring data from Salesforce, or pushing data back to Salesforce.
Hello, we are currently in the process of migrating our Zendesk connector from 1.0 to 2.0 Initially, all of the data was imported into an Object called Zendesk tickets, but now with the 2.0 connector, two OOB jobs are provided:Cases Sync: This job syncs Zendesk tickets/cases into Cases object in Gainsight. Users Sync: This job syncs Zendesk users into User object in Gainsight. How can I make sure to have all of these jobs imported to Zendesk tickets object too? I don’t want the Zendesk ticket object to only cover historical data whereas Cases object will digest all of the newly created data.
Our CSM’s are providing feedback that while updating meeting notes (for example in an Event Type CTA), the information is not auto saving, which sometimes leads to data loss. This happens for example when editing multiple fields on the CTA, and clicking save on one field. All changes made to another field (could be rich text or text) are lost. Additionally there is no option for Command Z, to undo.
I apolgise if this is a silly question. I am new to learning the inner workings of gainsight so everyday is a school day.I know where to go to see what data comes from Salesforce (Connectors) but is it the same place to see what fields are updated FROM Gainsight TO Salesforce? How do know which fields are drive one way or both ways? What I want to achieve - we had a contractor help us so they did all this work setting up, but now its not working as it used to. A field (PM) is a two way sync, so if I want to change a PM on a client I have to ask SalesForce to be updated and not just update Gainsight as its a two way sync, it tries to update from GS to SF but then updates first from SF to GS which put the original person in that field. How can I change that sync? Where in GS is that functionality Connectors // Rules Engine? Thanks
What is the importance and use of “Avatar_SalesforceConnection::Sfdc User Id” in the Connector 2.0 SFDC User to Gainsight User object. This mapping is recommended in the Gainsight Documentation:https://support.gainsight.com/Gainsight_NXT/Connectors/Connectors/CRM_Integrations/Salesforce_Connector I am just struggling to understand why we do not just map to the SFDC User Id.
Currently, the data designer offers merge only on the basis of equal to operator. I want to merge on the basis on ‘contains’ operator. Since this functionality is not yet available, is there a workaround available?For example, Field1 in Object1 has values V1,V2. I want to merge it with Object2 based on Field2 with value V1. How do I achieve this?
Hi, I created a new MDA table to store product usage data and I want to be able to configure fields as identifiers of the table. I want 'Account ID' and 'Date' to be the identifiers of the table. How can I do that? When creating the table I didn't see an option for that. Also, Data Load Configuration is used to push data to MDA object? If I'm using the Rules Engine in order to store data to my MDA on a daily basis, do I need to use the data load configuration as well? Thanks, Aviv.
I just came across an odd situation. I was loading some data into MDA ([url=https://community.gainsight.com/gainsight/topics/a-date-axis-should-show-all-marks-not-just-those-when-data-exists]creating zeros so the time series charts look right[/url]) and selected "first day of last week" as the date value. When I checked the file, the "first day of last week" according to the rules engine was 2/27/16, which is right because my Time Granularity under Usage Configuration is set so the week starts on Saturday. (Why Saturday? No idea... That's just what we did back when! :-) But when I group the data by week in the MDA report I get the week starting on 2/29/16. It's easy enough to fix in this use case, but it could through some people off so I thought it'd be worth highlighting.
I am trying to leverage an Advanced Formula in Data Management and where I have successfully used them before for IF-THEN-ELSE type scenarios, does anyone know if you can do IF-THEN-ELSIF-THEN-ELSE type scenarios? I tried case when (X < Y and X is not null) then 0 else (X > Y and X < Z) then 50 else (X > Z) 100 end That didn't work (neither did removing the brackets) so I'm thinking either my syntax is bad or this is not possible. Any feedback?
[b]Administration > Connectors > S3 Connector[/b]; [b]+ Data Ingest Job[/b] [b]1) Data Ingest Job Setup[/b] [i][u]Source CSV File[/u] [list] [*]AVOID having file name with leading spaces [*]"Source CSV File" should match exactly with "File name" that will be pushed into S3 bucket[/list] [u][i]File Properties[/u] [list] [*] Ensure source CSV file properties matches with properties defined in Project Setup like Char Encoding, Quote Char, Separator,Header Line, Escape Char [*]Do not send Char Encoding “UTF-8 WITH BOM”[/list] [i][u]Data Load Operation [/u] [list] [*]UPSERT - Ensure you have right keys in place to identify unique records [*]AVOID changing UPSERT KEYS once data loaded into MDA object [*]Utilize "Administration > Operations > Data Management > [i][Click on an existing object] > Update Keys - BETA" feature, to select UPDATE keys at object level. This will allow not to accidentally make changes to the keys in S3 ingest job and en
One leading indicator of customer churn is the loss of a key customer contact. Gainsight's Sponsor Tracking feature allows you to track contacts listed in SFDC and monitor for anychanges to the contact’s title, location or company. Here’s how you can set up Sponsor Tracking in 3 easy steps: [b]Step 1: Enable Sponsor Tracking[/b] [url=https://s3.amazonaws.com/screensteps_live/images/gainsight/304913/1/rendered/fc2a0a01-40ae-4d2a-925e-c2dd9d459293.png][img]https://s3.amazonaws.com/screensteps_live/images/gainsight/304913/1/rendered/fc2a0a01-40ae-4d2a-925e-c2dd9d459293_display.png[/img][/url] [list] [*]Go to Administration [*]CS360 sections [*]Click edit next to “Sponsor Tracking” and ensure the box next to “Show in Customer 360” is checked[/list] This will enable sponsor tracking to show up in your 360 view. [b] [/b] [b]Step 2: Setup Rule to run Sponsor Tracking[/b] [list] [*]Go to Administration [*]Rules [*]Edit the “Standard Sponsor Tracking” Rule. Edit the “Setup Action” tab per
Does anyone know if the "Load Snapshot to Engagement every month" works retroactively? We have usage info from previous months and are exploring using this Engagement feature soon to track score history. Any idea is it will show us previous months' scores or just the most recent, previous month? Thanks!
As s Gainsight Admin I'm not able to view and check the current Gainsight Users Under the User Management feature. I've been told by Gainsight support that We need to have SFDC admin permissions. As Gainsight admin, we should be at-least able to view the Gainsight Licensed Users under the User List. Has anyone else observed this? Thanks! ~Lokesh
I am looking for the process to follow and what potential risks are to changing the "Start of the Week" day in Usage Configuration. When I first changed the day, all usage data disappeared from under Adoption pane. If day is changed, is it simply a matter of rerunning load to usage rules to repopulate data under new start of the week labels? Thank you for any advice and recommendations.
Good Morning- This is a related question from another thread I have running ([url=https://community.gainsight.com/gainsight/topics/rules-engine-struggle-issues-writing-to-sfdc]https://community.gainsight.com/gainsight/topics/rules-engine-struggle-issues-writing-to-sfdc[/url]), however the information I'm seeking is different enough that it may warrant a different thread. I've traced the issue in the above link to a missing/inactive/broken data ingest. We're not updating our Opportunity Close Date with the close date from the newest/future open opportunity. Before I dive into adding this ingest, is it possible to see when this specific field was last ingested into Gainsight (i.e. when the Opportunity Close Date cell in the MDA for, example, client "Company X" was last updated)? I want to confirm that this field [b][i][u]is not currently being updated[/u][/b][i][u][/u][u][/u] before adding the ingest. Also, our CCO mentioned that last time the previous a
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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