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Cockpit/Call to Action Module Objects

Some of the most important SFDC objects used in the Cockpit/Call to Action modules are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.

Call To Action Object

This object is used in Cockpit and Call to Action (CTA). For example; Rules/Reports on CTAs and Success Plans (complete or incomplete, overdue, etc).

The following table lists the data fields available in this object:

Field Name Description
Account The name of the Account.
Age For how long a CTA is open (Closed Date - Created Date) or (Today - Created Date).
Assignee The assignee of the CTA. User information from the SFDC object User is fetched here.
Call To Action Parent Id This is used to store the parent CTA Id from which the current CTA is generated. This field is applicable to Recurring Lifecycle CTAs.
Closed Date CTA Closed Date.
Closed Overdue Flag that indicates whether a task is closed after the Due Date.
Closed Task Count The number of CS Tasks that are closed in a CTA.
Close Source This indicates how a CTA was closed. For example; Manually, By Rules, etc.
Created Date Created date of a CTA.
CTA Group This field helps fetch fields from the CTA Group object that has Success Plans information.
Days Due The number of days due to close a CTA (Original Due Date - Created Date).
Days Past Due Date The number of days past the due date of a CTA.
Days Until Close Number of days due to close a CTA from today (Due date - Today).
Due Date Due date of a CTA.
Due Date Variance Number of days that a CTA due date is changed by (New Due Date - Old Due Date).
Entity Type Account/Relationship.
Final Milestone It stores the Closed Milestone information (Name, etc.) associated with a CTA (If it is associated).
Flagged It indicates whether a CTA is flagged.
GS Recommended Flag that Indicates whether a CTA is recommended by Gainsight, prioritized according to ARR, customer health, renewal date, NPS score, CTA due date and priority.
GS Score Score assigned to a CTA for Gainsight recommendation based on the above parameters.
GS Score Updated on The date on which a CTA score is updated.
Is a Draft Flag that indicates whether an objective which is linked to a success plan is in Draft state.
Is Closed It indicates whether a CTA is closed.
Is Recurring Flag that indicates whether a CTA is part of Recurring CTAs (True/False).
Milestone It stores the Open Milestone Information (Name, etc.) associated with a CTA.
Milestone Enabled Flag that indicates whether a Milestone is associated with a CTA (True/False).
Open Task Count The number of Tasks currently in an ‘Open’ state in a CTA.
Original Due Date The original due date of a CTA.
Overdue Status of a CTA whether it is past the due date (True/False).
Overdue Type Overdue/Due in Next 7 Days/Open (Due in more than 7 days).
Percent Complete The Percentage of the Tasks closed in a CTA (Closed Task Count/Total Task Count).
Playbook Name of a Playbook.
Priority The priority status of a CTA.
Reason The reason of a CTA.
Relationship Name of Relationship to which the CTA belongs.
Relationship Type Name of a Relationship Type to which a CTA type belongs.
Rule Action Id Rules Action from which a CTA is generated.

Note: When a Rule or Action setup is updated, corresponding Rule ID and Action ID are not updated. Value in this field is not changed for a specific CTA record.
Snoozed Flag that indicates whether a CTA is snoozed (True/False).
Snoozed on Date on which a CTA is snoozed.
Snoozed until Date & Time until which a CTA is snoozed.
Snooze Reason The reason of snooze for a CTA
Source Source from which a CTA is generated (Manual/Rules/Survey/Activity/Advanced Outreach (Program)/Zendesk).
  • Manual: refers to the CTAs that were created by a User, manually.
  • Rules: refers to the CTAs triggered  automatically via business rules based on customer data or time factors.
  • Survey: refers to the CTAs triggered from Surveys.
  • Activity: refers to the CTA's that were created from a Timeline Activity.
  • Advanced Outreach: refers to the CTA's that were triggered from Journey Orchestrator Programs.
  • Zendesk: refers to the CTA's that were triggered from Zendesk. 
Status The status of a CTA.
Task Count The number of Tasks in a CTA.
Type Name The CTA type name.

CSTask Object

This object is used in Calls to Action and CS Tasks. For example; Reports on the CS Tasks (complete or incomplete, overdue, etc).

The following table lists the data fields available in this object:

Field Name Description
Account Account Name in SFDC (SFDC ID).
Assigned To whom a CS Task is assigned (SFDC User ID). This field helps fetch the user information from the SFDC object User.
Auto sync Flag that indicates whether a task is auto synced to SFDC or not.
Call to Action It contains parent CTA to which this task belongs.
CTA Status It indicates status of parent CTA.
Closed Date Closed date of a CS Task.
Closed Overdue Flag that indicates whether a task is closed after the Due Date.
Created Date Created date of a CTA Task.
Days Due The number of days assigned to close a CS Task from created date (Original Due Date - Created Date).
Days Past Due Date The number of days that a CTA Task passed the due date.
Days to Close The number of days that a CS Task is open from the created date. (Closed Date - Created Date).
Days Until Close The number of days due to close from today (Due date - Today).
Delta days The number of days that a Task is open between the Due date and created date. (Due Date - Created Date).
Due Date The due date of a CTA Task.
Due Date Variance The number of days that a Task due date is changed by (New Due Date - Old Due Date).
Is Closed Status of a Task whether it is Closed or not.
Is Email Sent Indicates whether email is sent from Cockpit for this task (Email Assist Tasks).
Original Due Date The original due date of the CTA Task.
Overdue The status of a Task whether it is past the due date.
Parent Dependent Task name to which current task has a dependency. (For example: If a task due date is scheduled in dependence with another task closed date).
Playbook The name of the Playbook that the Task is retrieved from.
Priority Priority of a Task (Low/Medium/High/etc).
Source The source from which the CS task is created. Manual = created by a user, Activity = created from a timeline entry, from Rules, Survey, etc.
Status Indicates the status of a Task (Open/Closed/etc.).
Subject The subject of the task name.
Timeline Activity Id This field helps fetch information of an email activity in Timeline that the current CS Task is generated from.
To Email Type The type (Contact/User/Manual) of To email address used to send email.
Type The type of a CTA Task.
Type Name Indicates, if this is a standard task or an email assist task.
Unique Identifier with in playbook The Unique identifier of a Playbook.
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