Rules & Permissions
Share your questions and best practices on Rules and Permissions for Gainsight CS here.
- 576 Posts
- 2,100 Replies
Is there a good audit log or report to identify the customers names when a Bionic Rule creates CTAs based on a event trigger? In Execution Logs I see number the CTA counts of the created CTAs, but no real way I could see to identify which account received the CTAs. i.e. rule made 5 CTAs when executed… But which five accounts? Seems helpful to note a customer identifier (name) in logs if there is a rule that makes CTAs automatically when the same CTAs are also regularly created manually.
-- Request from one of the Customer -- End users usually change their email addresses in client application somewhat frequently. They are bringing their unique ID into Gainsight MDA from Segment, and would like to update email on the Person, but Load to Person and Load to Company Person force email as an identifier. They want to use their External ID so that email can be updated. Email is not a good unique identifier because it changes too often. Is there any alternate approach to achieve this or plan to handle via Load to Person / Company Person rule actions?
Hi There, Currently, when you add filter or a new field to a dataset and click on Preview, Rules Engine first saves the new additions and then generate a Preview results, which is not correct because the entire point of a Preview button is to test out a change before committing it. Can the behavior be changed, such that when we save then only the new addition should get saved. This would also be very helpful while debugging because now when we see rule Last Modified date, we aren’t sure whether, someone really modified something or just previewed the dataset. Thanks ~Shiv
How do you suggest I automatically load data each day into the Multi Select Drop Down List within the MDA if the Rules Engine doesn't support it? Open to suggestions other than doing it manually...each day...forever... [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20171129-93436-775xnv-image_inline.png[/img]
Has anyone had any luck integrating the Pendo app with the C360? Pendo's [url=https://www.pendo.io/product/success-app/]website[/url] shows Gainsight displaying an awesome visualization of a customer's activity, which is usually only accessible [i]within the Pendo app. But I can't find any documentation about setting it up. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170414-114668-1ca7tcg-gainsight-app_inline.png[/img]
We have a Daily ingest that we are starting to use directly from Looker. Looker always Ads some Hash to make each file unique. here is an example. Daily_Usage_by_Resource_Class_2020-05-14T2103_VvnvxW.csv. I need to find a way that automates using a starts with, or find a way to Pattern this to a daily ingest.
Error - ""Could not find relationship type for the corresponding relationship identifier. Make sure that the right relationship type is added to the show fields." - creating actions for rule
Hi gang. I've created a company level rule to change the ROI health score depending on a success plan and verified outcomes. I'm trying to create the same rule at the relationship level but getting an error when adding actions: "Could not find relationship type for the corresponding relationship identifier. Make sure that the right relationship type is added to the show fields." Not sure what I'm missing. Any ideas? A newbie when it comes to rules so I’m sure it’s something basic. A couple of screenshots attached.
Yes. In Salesforce Edition, all Gainsight Licenses come with the Salesforce Platform License which allows you to access Gainsight without buying a license from Salesforce. Of course, with NXT, this discussion is a moot point. So how does this work? Gainsight is a Force.com application. This comes with certain advantages. One of them is that in order to use this Force.com application, you don't need to buy a Salesforce license first and then buy the application license. Salesforce allows a basic license called Salesforce Platform license for users of this custom app (in this case, Gainsight). Note, however, that platform license puts restrictions on use of Salesforce. There are lots of documentation available around that, in case you are interested including the one linked above. Let's say you have a user called Kate Bennett. You will assign them Salesforce Platform license as below: You will assign a Gainsight license to Kate as shown below: So what will Kate view when she l
In our business every Quarter a number of opportunities are closed (won/lost). The following design depicts the opportunities won by each CSM in the last 120 days. I’m considering only active customers for which opportunities were won. Below is the overall data flow diagram Fetch Customers and CSMs (fetch task) – Fetch all the active customers and their respective CSMs data. In my case, owner is the acting acting CSM hence I’m fetching Owner Id Name. Fetch Opportunities last 120 days (fetch task) – Here I’m fetching latest opportunity data for each CSM in the last 120 days. Merge Data (Merge task) – I’m doing a left join because I wanted to retain all the active customers and CSMs Determine Accounts with Opportunities (Transformation task) – we are determining the accounts which had opportunities in the last 120 days based on the flag field shown after the transformation task *From the aforementioned Merge, if we find accoun
I created a Data Designer object and can now see it as an MDA object and can use it in reports. I would like to update the contents through a bionic rule vs through scheduling the Data Designer job to run. Is that possible? When I go into the Rule ‘Permissions - Rule Load Objects’ and select MDA, I do not see my Data Designer table in the drop down in order to add it. So it appears I cannot update it through a bionic rule, is that true?
Hello All, I hope you are doing well these days. I need to create a rule to trigger a CTA for each project and customer, in order to set the manual sentiment on health score regularly. I think what I need here is the rule to look for the Project Sentiment, and if it is stale (it gets like that after 2 months if it hasn't changed), trigger a CTA for the CSM to re-evaluate the Sentiment. I have tried to create a rule but I do not seem to find the project sentiment and the “stale” in order to trigger the action. Any guideline/steps on how to do this? Thanks in advance.
In the SFDC version of Gainsight, there are a few lifecycle formula fields that come standard on the customer info object. One particular useful one is called Life cycle weeks per year. This does not exist in NXT: Use case: This field takes a customer’s start date and calculates how many weeks today is from that date, but evaluates on a relative 52 week timeline vs absolute. For example: If the customer’s start date is 11/1/18 and today is 11/8/19, this field would return 1 week vs 53 weeks. This is extremely helpful for building automated lifecycle management programs, because you can add customers to programs based on lifecycle weeks vs anchoring on a renewal date or a calendar year. With this field, you can build programs to send to customers every Q1 and Q3 based on their start date vs. a renewal date or calendar date. Without this field, you have to either work off renewal date (tricky because of annual contracts and multi-year contacts and because renewal dates can change based
Hello - I have a rule that pushes a comments field to SFDC from Gainsight. After it pushes to SFDC, I need to clear out that comments field in Gainsight. If I make the clearing of the comments field a child to the push to SFDC, how does that work for partial success in the push to SFDC? If the push to SFDC is successful for 80/100, will the child rule to clear the comments field only run on the 80 that were successful? If so, is that the best way to do that? I thought about adding the clearing of the field as a second action within the Load to SFDC rule after it loads, but wasn’t sure if the 2nd action would run if the 1st one failed on a record. Thanks
We have found a couple of cases where the fields (sales stage and account executive) are not updating in Gainsight (R360) from SFDC. I have checked the rules that pull the data into Gainsight and they seem to be running properly, in fact they are updating these fields in other accounts. I dont know what is happening for these particular cases. Any idea? i.e Account XYZ Sales Stage SFDC; Renewal 75% Gainsight; Prospecting Thanks in advance.
The filters present in the Action Criteria are applied only on the source data but not on the target. For example, If Source data have multiple records with Same account number as below - [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180507-124486-1qnv267-Sample_inline.jpg[/img] Now if we try to update this exclude the record with value yes by using it in criteria and and apply the identifier on Account then the rule is updating all the records including the Field [b]Exclude[/b] which has Yes too. So user is requesting to post as an enhancement request where the Action criteria is applied on target too.
I need to create a bionic rule that sends an email using a data space as the source object. I have the ID field included in the data space and selected as the primary account reference. However, when I create the rule, I get the following error: "Only the Load to SFDC, Load to MDA and Load to Company action types are shown in the Actions Setup screen as account lookup fields are not available in the last output task." I've tried every ID field possible as the account reference, but none of them work. The account reference works fine for a custom rule though. Have I missed something, or have others run into the same issue?
Has anyone else experienced issues with their MDAs/Rules Engine/S3 Connectors this week? Specificall
Hi! I am having S3 failures for our usage data uploads and any rules that are fetching from those MDA tables due to 'invalid GSID at row number _' Has anyone else experienced issues with GSIDs? This all started failing this week and I have made no changes to the MDA or any process that uses the GSID, of which I know very little. I'm not sure what this GSID even is or what it is required for. Any help on this would be much appreciated so that I can start to troubleshoot this!
When I preview a bionic rule setup and the dataset task is from MDA, the rule filters do not show up on the preview pane: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190625at6-53-00AM-6ad0b032-6818-4b5f-8434-6eeac578964d-399012681.png[/img] In the same rule, when I preview a dataset task built off of Data Spaces, the filters show: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190625at6-53-19AM-33f7e399-b859-4dcd-9746-e842c05a0232-741396191.png[/img]
With the v5.9 release, Gainsight can share in-app messages, polls, tooltips, and walkthrough guides. We're excited to roll out this new functionality as it allows us to provide product tips and contextual help, help new users get started, introduce new features, and guide users through a new task or process. We are asking users for their role with an in-app poll, so that we can share relevant in-app content with you in the future. We apologize that the poll popped up more than once for many of you. Responding to the poll does not add you to an email distribution list or mean that you've opted-in to any program. It simply allows us to share the right in-app content with you, as well as filter out information that's not helpful for you in the future. We're also working to resolve an issue with the Configure Adv. Outreach Guide that prevents the complete guide from displaying. We appreciate your patience as we work through these matters. For more information, see [url=https://sup
Hi! Quick question - I’m trying to create a CTA rule that will route the CTA based on the account owners location and the user’s location, so that we route to the closest CSM depending on the offices. Am I able to do this in one bionic rule, with different actions, without having to do a merge? OR is it recommended to break this out into different CTA rules? Just want to select the best practice option and I wasn’t sure on this.
I've been working with a customer that's making the big switch to Lightning UI in Salesforce, and while I know that Gainsight is Lightning compatible, we're finding alot of things that are a bit tougher to do using the Lightning UI versus the Salesforce Classic UI. The biggest hiccup is the inability to customize tabs in the Gainsight app for Lightning UI. We can still access the different areas of the product via the pop out in the Gainsight UI, but we lose the ability to add/reorder tabs in the SF header bar. My understanding, after quite a bit of digging and brainstorming with the customer, is that while Gainsight is Lightning compatible, it cannot be upgraded to a "Lightning App" which eliminates some features such as the tab ordering that I mentioned above. The overarching concern here is that having to switch around between apps instead of just scaling through the SF UI like we can do in Classic View is going to hurt Gaisight usage, as users may become frustrated with the ext
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