Rules & Permissions
Share your questions and best practices on Rules and Permissions for Gainsight CS here.
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At Pulse Academy Live on April 9, Karl Rumelhart, will share more information about an exciting new product initiative called Gainsight Labs. In order to roll out some new and experimental features to customers, we're going to offer a Chrome plugin. You'll be able to try out the new features and share your feedback, which will help Gainsight to improve and iterate on new functionality before rolling it out to all users. Initially, the extension comes with the Global Timeline View, a consolidated Draft View with an option to delete stale drafts, and new Timeline Charts like Heatmap, Punchcard, and Top Contributors. Please post here if you're interested in participating in Gainsight Labs! (If you aren't a Community member yet, click the Register option in the right hand corner. Then enter your name, work email address, and setup a password. Wa-la!) [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/18994-snnqjg_inline.jpg[/img]
I need to create a comprehensive report on active rules in the rules engine including what actions will result in the rule running and when the rule is scheduled. Is there a way to create such a report? I think I have to do this manually but would love it if that was not the case.
I need the ability to suppress the creation of CTA "B" if the customer already has CTA "A" opened. In our use case, the customer lifecycle is fairly linear, so until issue "A" is cleared up, of course issue "B" is going to be an issue because "B" is dependent on "A." (In real terms, if the customer hasn't loaded their users, for example, of course there is going to be an issue with their usage of the product.) Our CSMs do not want to see CTA "A" and "B" together. They just want to see CTA "A" ... and when that's closed out, the system can evaluate whether CTA "B" is now an issue. I've built a bionic rule that does the following: 1. Data task identifies all customers where "B" is an issue. 2. Data task identifies all customers where CTA "A" currently exists in Open status. 3. Merge task combines the two data sets, keeping only the customers that are eligible for CTA "B" and do NOT already have CTA "A" raised. Action: Raise CT
The use case here is regarding - [list] [*] Share information with Customers/Partners - Ability to share information,demonstrate value and collaborate with customers [*] Share information with other internal teams (execs)- This is someone who does not have Gainsight access(both non GS and non SFDC user) but would want to access the view generated for the customer. [/list][b]Proposed Solution[/b] There has been discussion regarding Gainsight for Customers and how Gainsight can integrate with other customer portals and authenticate end users in the past [url=https://community.gainsight.com/gainsight/topics/gainsight-for-customers]here[/url]. But there are a few use cases where you would want to share information in a adhoc basis based on the context like - A upcoming EBR Meeting, Exec Meeting with a customer, Success Plans Review with the customer post onboarding etc. The idea here is the ability to create and share layouts(C360,R360,Dashboards etc.) via links and share
Sometimes, when I am feeling lonely and not receiving any inbox alerts, I fire off a whole bunch of test-runs of rules just to know at least Gainsight still loves me :) Happy Friday everyone! PS - Please bring back email attachment rule results!!! It is such a time-saver!
We have an MDA table that contains a calculated health score for each week going back a full year. We would like to run a rule that loads those historical (weekly) scores to the Scorecard so that we can see how it has changed over time. We've created a rule that should work, but it only loads the latest value. Is there a way to accomplish what we're after?
Hi Gainsight community,I am trying to populate the list of systems installed on an account through a “Systems installed” multi select picklist which i have created. How do i create a rule to populate multiple items for the same account. The rule takes once record at a time and only populates the last item. For eg Account 123 has install base serial numbers abc, def, ghi, jklI want to populate for all accounts their unique serial numbers in a multi-select dropdown. I created a multi-select dropdown and called it “Systems installed”, it wanted me to add one value atleast so added a default value while creating the field in the company object. But when i ran the rule for the account which has 17 such serial numbers it errored out. ThanksAnil 2020-10-29T00-49-57_UTC - GSOBJ_1012 : Invalid/Inactive value provided for picklist. [Field Name: Installed_Systems__gc] at row number 12020-10-29T00-49-57_UTC - GSOBJ_1012 : Invalid/Inactive value provided for picklist. [Field Name: Installed_Sys
We have enterprise CSMs who manage multiple accounts, some with 100+ locations. Each of the individual locations have CTAs specific to that location, but some times need to be updated in mass. My request is for the ability to mass update CTAs to change their due date or mass snooze CTAs for the same amount of time.
Good Morning- I'm the new Gainsight Admin for my org, and we're currently working on using the rules engine to write lifecycle stages to both Gainsight and to SFDC. I have a functioning rule to pull from our Lifecycle Stage picklist field in SFDC and write to the Lifecycle Stage field in GS. I have functioning rules to populate 'New Customer' and 'Onboarding' lifecycle stages to SFDC, based on fields in SFDC. I'm running into issues with two rules that I have written to populate 'Adoption and 'Renewal' lifeycle stages into SFDC. The issue is that when I replicate the logic we have built in SFDC in a GS Rule, the results don't match. Example: SFDC Logic: Filtered By: Edit Stage not equal to Closed Won,Closed Lost [url=https://na8.salesforce.com/00OC0000006qbeU#]Clear[/url] AND Type equals Renewal,Auto-Renewal [url=https://na8.salesforce.com/00OC0000006qbeU#]Clear[/url] &n
Today’s tutorial covers how to create URLs in the Rules Engine. A good use case for this, as I describe in the video, is if you need to tokenize links to multiple Salesforce records in the CTA comments or scorecard comments. In my example, I tokenize links to two Opportunity Products and then include those in the CTA comments. The guide for how to put these URLs together can be found via this link: https://www.w3schools.com/tags/att_a_href.asp. The instructions are to use the concatenate formula field in a transformation task, then put in the following code: <a href=” hit enter Input your URL - in my case it was https://na85.salesforce.com/ hit enter Then tokenize whatever it is you want to link to; in my case the opportunity product ID hit enter “> hit enter Type in the text you want the link to display; in my case “Link to Product” hit enter </a> hit enter and save Let me know if you have any questions!
Hi all, I am prepping to take the Gainsight Admin exam. I was wondering if there are any other exam prep materials out there aside from the training videos? Anyone else who took the exam have any helpful tips? Thanks! Joe
I'm trying to use the outer join "Retain all records from both datasets" option in a Merge task in a Bionic Rule that is bringing together data from three separate MDA tables. I want to merge on the field that corresponds to the Email Address of the client. Not all clients are represented in each set of data (ie - in this case there is no one table that includes all clients). However, because I can't include both "User Email" and "User Email" in the Show Fields, some of the email addresses are getting left off of the results and I'm left with data points (number of downloads, for example) that have no contact identification information. I therefore can't load this data to the MDA table using this field as an identifier. When I rename the fields to "User Email" "User Email 2" "User Email 3", etc, I am able to view the email for all results however I'm not sure of the best way to load this to the MDA table, as I now have multiple fields conta
With the UI revamp, the Gainsight VisualForce widget for the Salesforce Account page is now to tall. Firstly, I had to make the section in the Page Layout taller, doubling it from 200px to 400px: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160921-65997-17bvdki-Image_2016-09-21_at_2-50-21_PM_inline.png[/img] However, the information in the widget is still being cropped: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160921-26187-14uei76-Image_2016-09-21_at_2-48-15_PM_inline.png[/img] However, if I make the page section even taller, the Gainsight box does not continue to expand to fill it; I just end up with a bunch of empty space in the section. Even if it [i]did expand, that would probably not be the best approach, since screen real estate on the Account page is at a premium, and I don't want to drop a 1000-pixel app into the middle of it. The content of the VisualForce page would ideally be drastically
Hi everyone - Have you ever wanted to historically report on a customer's ARR over time, only to find that it's actually really hard to find that information since there's no historical record of it? How about trying to figure out the average amount of days your customers are in a certain lifecycle stage? Or trying to figure out who all the named CSMs have been on an account over the course of a year or two? The easiest way in Gainsight to keep track of such information is by creating a snapshot table in the MDA. In this video, I explain how to set up an MDA object as well as a rule that can load to such a table. Please let me know if you have any questions in the comments below. [video]https://player.vimeo.com/video/347814865[/video]
When using a DateTime field in filter criteria and applying a less than or equal to filter, the DateTime is not being resolved correctly in the query. Example: [b]Filter Criteria[/b] [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160506-75731-yqv97o-2016-05-06_13-57-05_inline.png[/img] [i] [b]Rule results on test run [/b][i] [b]Rule Name: [/b]Admin: Load Post-Sales Relationships [b]Rule Criteria: [/b]CreatedDate >= 2016-05-05T07:00:00.000+0000 AND CreatedDate <= 2016-05-06T07:00:00.000+0000 AND Partner_Management_Status__c = 'Unmanaged' OR Deal_Type__c = 'Direct' AND Account_Name__r.JBCXM__CustomerInfo__c != null [b]Execution Time: [/b]05/06/2016 12:00 PM As you can see, the test was run at 12:00 PM (the org is in PST), so the UTC conversion for greater than or equal to CreatedDate is correct (7:00 UTC is 12:00 AM PST on the 5th). However, the second criteria for less than or equal to Rule Date is not resolving co
Has anyone found a good way to remove tags via rules engine? We can easily add them, but could not find a way to delete them or replace them over time. We are looking to create some custom dashboards using a set of specific tags, but they would need to be dynamic for changing conditions.
I do not believe our permissions sets in our instance are setup correctly for Gainsight access and looking for a matrix that lists what is contained in each of the permission sets so we can verify things are correct. where may i find this type of matrix? here is the article that refers to the default permission sets i have found, but not finding where the details of exactly what i sin these permission sets: [url=https://support.gainsight.com/Product_Documentation/Administration/Setting_up_Gainsight_for_Salesforce_Administrators/Gainsight_and_SFDC_Permission_Sets]https://support.gainsight.com/Product_Documentation/Administration/Setting_up_Gainsight_for_Salesfor...[/url]
Hi All - I need some help! I'm trying to find a way to notify our reps when we have an account that has no main point of contact idenfied in Salesforce/Gainsight. Our way of flagging these people is through a checkbox - and it's all manual. We have a number of organizations in that do not have at least one main point of contact checked as true on the account. Salesforce is pretty limited in it's ability to create reports or build a rollup summary field. So I thought Gainsight may have a solution for this tricky problem! [b][/b] [b]Why is this important? [/b]We trigger a number of our auto-emails to only send to the main account contact. When there is no individual identified, the auto-emails in JO do not send. Looking forward to any suggestions or insights this community may have! Thanks! Alison
Hi, I have a question regarding the merge operation in SF. Let's say I have 2 accounts in SF while only one of them has a record in GS, meaning only one of them has a Customer Info record related to it. The 2 records in SF are duplicate records so we want to merge them. What will happen in GS as a result? I can see in the Data Anomalies section that right now I have some accounts that have multiple Customer Info records and this is because of the merge. Do you know why is that? Thanks!
Pivot tasks help you transform data into a polished, actionable dataset in Bionic Rules. In the 6-min. video below, Karl Rumelhart, Gainsight's Chief Product Officer, shares a quick demo on how to configure pivot tasks to transform event data. Let us know if these short DIY videos are helpful! We're hoping you might be inspired to record your own DIY video and share it here on the Community! To share your own video here, upload it to vimeo or youtube for example, and then add the link in your Community post. [video]https://player.vimeo.com/video/257988872[/video]
Hello Guys, Probably someone has already tried this, any help is appreciated :) Basicaly we want to send EBR invitations with Copilot customized with a URL to the CSM Agenda (i.e. Youcanbook.me or similar). What I've already done: Step 1.1 - Created a new field called "Agenda URL" in SFDC User object. Step 1.2 - Created a new field called "Agenda URL CSM" in SFDC Customer Info object. Step 2 - CSMs will manually update the agenda url User field inside Salesforce. Step 3 - I want to pull this field into Customer Info object. PROBLEM: Using rules engine I can't match User IDs, only Account IDs. I would need to match User IDs in order to mass update all Customers with the Agenda URL of its respective CSM. Has anyone already accomplished something similar? Thanks! Bruno
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