Rules & Permissions
Share your questions and best practices on Rules and Permissions for Gainsight CS here.
- 610 Posts
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Hi All, The below mentioned steps helps us to load Data to Multipick List Field. Recently when I am working with a customer I had this scenario and implemented this via Rules. Example of your Input Data. The target object have a Multi Picklist Data Type field whose values are like below. Rules Reports JO We need to load and map the data to the respective values in the target field where ever the Account responded as “Yes” to the Question. We could simply achieve this via rules. Step 1: Fetch the Input data Step 2: Choose Transform Task and Create a Case Expression like below. Provide all the values which are mentioned in the above pic. The trick we need to apply in the “Then” Section was to append the semicolon to the value. i.e. like ‘Rules;’ (with out Single Quotes) In the similar way create two more case expresions for the fields “Using Reports Module” and “Using JO Module” in the same way. Step 3: In the next transformation, Concat the fields created in step2 to load th
A few items I run into frequently that are super-frustrating!Any time I need to make changes to a rule with an S3 upload, I run into challenges. For example, this morning I needed to make some changes to a rule to capture a new date field. To do so, I had to pull the latest file from Archived and put it in another folder, thus changing the location of the file. Then, once I was done, I wanted to change the source back to the original location so I could trigger the schedule based on the Event of S3 Upload, but I couldn’t change it because there wasn’t a file there anymore, so the import changes wouldn’t save. So, now I have to manually go back in tomorrow once the new file is loaded, change the source, and then, update the rule. That leads to me I don’t always want to archive a file because I like to be able to reference and re-run when needed. However, I can’t schedule a the rule based on an event and use the date pattern, so I wind up having to archive. I would like the optio
Is it possible to create a rule that triggers a CTA when another CTA is closed successfully? The use case here is that our customers have 4 different meeting types that need to occur within the first 90 days after onboarding is completed and we want to track each of them as a separate CTA. We do not want to use success plans for this. I don’t see an action in the rules engine when using the CTA Object for Creating another CTA. I only see Load actions.
We currently utilize the SFDC version of Gainsight. In Salesforce, our users do not have access to the ACV field unless a specific permission set is granted -- most users do not have this assigned. Users can access this field via Gainsight for all records, not just their own. They can also report on this field in Gainsight but not in Salesforce. We want to be able to restrict access based on ownership of a record. For example:1. I am a CSMI should have access to ACV in Gainsight on records that I am the assigned CSM I should not have have access to view the ACV field on records I am not the CSM -- I still want to be able to view the Account record, just not the ACV fieldSimilarly, we have a field on the CustomersInfo object called ASV. It’s a copy of the ACV field that lives on Account. Is it possible to restrict fields in Gainsight based on ownership? I’ve been under the impression that Gainsight respects the Salesforce permissions that are in place but that doesn’t seem to be the ca
While I understand there is ‘Mass Edit’ to transfer CTAs, as we move to improve and automate certain tasks, having the ability to Mass Transfer CTAs while also Transferring Accounts to a new CSM...would be extremely helpful! I had thought we could use the ‘Load to Gainsight Object’, and then select ‘Call to Action’, but it doesn’t appear to be an option. Any insight or workarounds is welcome, but ideally we would like the ability to transfer CTAs via Rules Engine, when we also Transfer Accounts. Thank you!
We're trying to export flattened NPS surveys to a custom S3 bucket, but the datetime format of the survey responded date that comes from GS isn't accepted by Redshift when we ingest that data - is there a way to change the datetime format when you're exporting to S3 via a rule?
Our previous Gainsight Admin left the company and I have taken over for him. We currently use Gainsight Salesforce Edition and are wondering if deactivating him in Salesforce and stripping him of his permissions will cause Gainsight Automation he has created to break/no longer work as intended. We have run into this issue in Salesforce before but I’m not sure if Gainsight is impacted in the same way. If anyone could provide a list of items we will need to consider before deactivating that would be awesome!
Whats the best way to create calculated fields in the rules engine with fields having "0" as value? Whenever I created calculated fields (for example average of email sends this month compared to average of email sends to the prior month) and it is showing a 99999 increase even though they have sent zero emails in the last 2 months. Is there a best way to avoid the miscalculation?
When we are mapping a dropdown (either Single or Multi) field in external action and if that field contains blank from the source, the rule says success but the success plan isn't being created. This is only happening when the source field is of picklist/multi picklist data type.
There was a Use case where numeric calculations has to be applied for resulting field based on the case conditions in Rules. In the Rules engine, Utilizing the calculation field inside the case expression field is not possible. So we have created multiple result fields with numeric calculations required in a transformation and used the case expression in the next transformation to utilize the created result fields in case condition.
I’m looking for help on creating a Rule to update an Account’s Engagement Type after all Escalation CTAs have been closed.If an Escalation CTA is closed, we want to update the Account’s Engagement Type to Established. That’s not a problem if there’s just one Escalation CTA open. What if there are multiple Escalation CTAs open?How do you create the Rule if an Account has...One Escalation CTA closed and 2 others are open, keep Engagement Type at Nurture All 3 Escalation CTAs are now closed, update Engagement Type to EstablishedThanks!
Hi Team, I understand what the viewer permission set is designed for, and we use it for our Sales team. The issue users are facing, is that there has been some confusion with SFDC Admins who have to assign these permission sets and if someone needs the Gainsight Standard permission set they're actually assigning ALL of them. If the highest most permissions (Gainsight Standard) would take precedence it wouldn't be an issue. What they’ve noticed, is that if multiple permission sets are applied they get some of the Gainsight Standard access (can view the C360, etc) but certain features are limited (like closing out CTAs). They’re able to fix by removing the viewer permission sets leaving just Gainsight Standard. It happens most often for a users if a user moves from a role that previously only had Viewer access, but now needs Standard access. The new permission set is getting added, but unless they explicitly ask, the viewer permission set is not being removed. Please share your thoughts
Our business has a self service model for downmarket plans and our implementation team typically contacts the customer within 1 hour of a customer being marked “closed won”. We want our onboarding team to use Success Plans because of external sharing but I’m wondering if there is a way we can ensure only 1 onboarding success plan is created per customer. Due to the quick turnaround time I want to run a Cron and have the rule pushing every 2 hours (which I understand is the quickest turnaround we can setup within GS). The only issue here is if I filter customers who are marked as “closed won” by [Subtract N days from Rule date = 0 / Rule date] then it will create 12 Success plans for that customer throughout the date of the rule because there is no way to create a unique Success Plan in the same way that you can for a CTA. Curious if anyone has found a workaround for this or if this tool was really built with daily updates in mind.
I’m thinking about adding an exception criteria to my health score. Here’s what I’m thinking:We use rules engine to create a calculated health score We have a manual measure called “CSM Sentiment” If the CSM Sentiment is not null, then overall health = csm sentiment. If CSM sentiment is null, then overall health = calculated health scoreI’m essentially giving the CSM the ability to override the calulcated score. If I set up the validation critiera, when is the overall score updated? Does the system evaluate the exception in real-time, changing the overall score OR does the system wait until the next rules engine job?
We have a pooled model. I do have the documentation on setting that up. Follow up though - once a person is assigned to a CTA, we want to fire the NEXT onboarding CTA but use the prior closed CTA assignee as the Owner. I have added the Assignee field to the show fields but no luck. And the rule is set to only fire the next CTA if the prior is closed won. Any suggestions?
I am trying to create a Rule to add an End Suppression Milestone to an Account 60 days after the Start Suppression Milestone was added. I know I can create two queries (one for Start Milestone <= 60 days and one to exclude accounts with the Stop Milestone <=60 days) and then merge for the Account list to add the Stop milestone. The issue I can across is that I should also be able to do this in a single query using Advanced Logic but the system removes the parenthesis upon save. Here is the Logic: Filter A: Milestone Name = Start MilestoneFilter B: Date <= Subtract 60 daysFilter C: Milestone Name does not equal ‘Stop Milestone’Filter D: Date >= Subtract 60 days Advanced Logic = (A AND B) AND (C AND D) When I enter that logic, all parenthesis are removed on save but ‘A AND B AND C AND D’ is not the same as ‘(A AND B) AND (C AND D)’. Is this by design, is there another way to accomplish this, or is this a bug? Thanks in advance.
Hi everyone, Hoping to get some thoughts on how to best acheive this. We are looking to add a new Renewal Risk Measure to our Health Score. The current requirements we are looking at are along the following lines:Set the renewal risk score manually by CSM on accounts with an assigned CSM Set a weekly batch job for other (non-assigned CSM accounts) based upon when renewal is due and overall health of account. If Renewal Risk goes Red - trigger a CTA automatically to the assigned CSM (where applicable). Where no assigned CSM possibly assign to the CSM Manager of the Segment? When the Renewal Opp closes, automatically reset the Renewal Risk Score to Green and close any open CTA’s. Wondering has anyone a similar process in place or how you might start out with this? Just looking advice or some additional input before I start creating the process. Thanks,Patrick
Is there a way to add columns to the analyzer export? I am in need of the Created By and Last Modified By columns for all rules, and neither a config snapshot, bulk scan, or analyzer export covers these columns. These are available as filters in the rule list but a bulk export with these specific columns is needed for ease of maintenance and record keeping. Currently workin in SFDC edition
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