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Gainsight Inc.

Gainsight Object Glossary

Customer data utilized by different features in Gainsight is stored in different MDA objects and the Gainsight custom objects in SFDC. Each of these objects has standard fields shipped by Gainsight to store different pieces of customer data. In addition, Admins can add custom fields and update schema of custom fields.

The following table lists some of the most important SFDC objects, their standard fields, sample uses in Gainsight, and the information each field stores.

Object Name Source Location Used In Sample Uses Field Name Notes on the Data Fields
Call To Action SFDC Cockpit / Call to Action (CTA) Rules/Reports on CTAs and Success Plans (complete or incomplete, overdue, etc.) Account Account Name
Age For how long a CTA is open (Closed Date - Created Date) or (Today - Created Date)
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. (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 t stores the Closed Milestone information (Name, etc.) associated with a CTA (If it is associated)
Flagged To indicate 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 To indicate 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 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 of a CTA
Reason of a CTA
Relationship Name of Relationship that a CTA belongs to
Relationship Type Name of a Relationship Type that a CTA type belongs to
Rule Action Id Rules Action from that a CTA is generated from
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 to
Snooze Reason for a CTA
Source Source from which a CTA is generated (Manual / Rules / Survey)
Status of a CTA
Task Count The number of Tasks in a CTA
Type Name CTA type Name
CTA Group SFDC Success Plans Rules/Reports on Success Plans (complete or incomplete, overdue, etc.) Account Name of the Account
Action Plan The information stored in the Plan Info > Action Plan section in a Success Plan
Active Date The date on which status of a Success Plan is changed to Active from Draft
Closed Date Date on which a success plan is closed
Closed Lost Objective Count Number of objectives of status Closed Lost in a success plan
Closed Overdue Flag that indicates whether a success plan is closed after the Due Date
Closed Task Count The number of Tasks that are closed in a success plan (Closed tasks from all objectives in a success plan)
Closed Won Objective Count Number of objectives of status Closed Won in a success plan
CTA Group Category Name of a success plan (The number of objectives are categorised as a success plan)
Days Due The number of days due to close a success plan (Original Due Date - Created Date)
Days Past Due Date The number of days past the original due date of a success plan
Days to Close The number of days that a success plan is open from the created date. (Closed Date - Created Date)
Days Until Close The number of days remaining to close a success plan from today (Due date - Today)
Due Date Due date of a success plan
Due Date Variance Number of days that a success plan due date is changed by (New Due Date - Old Due Date)
EntityType Account / Relationship
Open Objective Count The number of objectives currently in an ‘Open’ state in a success plan
Open Task Count The number of Tasks currently in an ‘Open’ state in a success plan (Open tasks from all objectives in a success plan)
Original Due Date of a success plan
Overdue Flag that indicates whether a success plan is past the due date (True / False)
Overdue Type Overdue / Due in Next 7 Days / Open (Due in more than 7 days) of a success plan
Owner of a success plan
Percent Complete of objectives in a success plan (Total number of closed objectives / Total number of objectives in a success plan)
Plan Description Description of a Success Plan
Relationship Name of Relationship that a success plan belongs to
Relationship Type Name of a Relationship Type that a success plan belongs to
Source Source from which a success plan is generated (Manual / Rules)
Status of a success plan (Draft / Active / Closed)
Success Plan Type Type that a success plan is associated with. (Success plan types are created by Admins, and CSMs assign a success plan to a type)
Template Name of the template that is used to create a Success Plan
Total Objective Count Total number of objectives in a success plan (Open Objective count + Closed Lost Objective Count + Closed Won Objective Count)
CSTask SFDC Calls to Action, CS Tasks Reports on the CS Tasks (complete or incomplete, overdue, etc.) 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 contains parent CTA that this task belongs to
CTA Status 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 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 Due date of a CTA Task
Due Date Variance 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 Whether email is sent from Cockpit for this task (Email Assist Tasks)
Original Due Date of the CTA Task
Overdue Status of a Task whether it is past the due date
Parent Dependent Task Name to which current task has a dependency.. (Ex: If a task due date is scheduled in dependence with another task closed date)
Playbook Name of the Playbook that the Task is retrieved from
Priority Priority of a Task (Low/Medium/High/etc.)
Source 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 contains 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 Type (Contact/User/Manual) of To email address used to send email
Type Type of a CTA Task
Type Name indicates if this is a standard task or an email assist task
Unique Identifier with in playbook Unique identifier of a Playbook
Success Plans Template SFDC Success Plans, Playbooks Reports based on Success Plans Entity Type Account / Relationship Type
Playbook Name of the Playbook
Relationship Type Name of the Relationship Type
Notification Subscription SFDC Notifications Report on the fields that are used for auto-subscribtion to notifications Autosubscribe Fields The fields that are used to auto-subscribe to notifications. All user type fields from different objects can be used for auto subscription
Scorecard Fact (Scorecards 1.0) SFDC To store the scores of the measures Mass Edit view in Reports, C360 Scorecard Fact Name Name of a Scorecard (Fact)
Account Name of an Account
Current Score Value Value of the current score
Is Overridden Flag that indicates whether a specific score is latest or updated
Previous Score Value Value of the Previous score
Score Last Modified By User who last modified the score
Score Last Modified Date The date on which a score was last modified
Trend Indicator Trend of the score. Up / Down / Same
Scorecard History (Scorecards 1.0) SFDC To store the historical scores of the measures C360 and Reporting Account Name of an account. Fields from the Account object are fetched into this object
Log Date Last log date of the scorecards in this object
Scorecard Metric Weekly / Monthly. Fields from the Scorecard Metric object are fetched into this object through this field
Score Id Fields from the Scorecard Scoring Scheme Definition like score, color, grade, etc. are fetched into this object through this unique Id
Type Account / Relationship
Scorecard Metric (Scorecards 1.0) SFDC This is used to store the different types, groups, and set of measures under each group Reporting Allow Override This is used to specify whether the Grade / Score / Color is editable or not if already assigned
Group Id It gives name of the Group in a Scorecard
Input Type Manual / Calculated
Is Active Flag that indicates whether a metric is in use
Is Group Flag that indicates whether a scorecard has a Group
Metric Name Name of a Metric
Metric Type Manual / Smart Sign
Period Type Weeks / Months
Scorecard Scoring Scheme Fields from the Scorecard Scoring Scheme are fetched to this object through this field
Validity Period This is  used to specify the validity time of the Metric
Weight This is used to specify the weight in the overall customer level score calculation
Scorecard Scoring Scheme (Scorecards 1.0)  SFDC To store the scheme types for the scorecards Reporting Customer Scheme Flag that indicates whether you use the scheme for the customer overall health calculation
From First value in the Range assigned to a scorecard
Is Enabled Flag that indicates whether the scoring scheme is active or inactive
Scheme Type This is used to represent the scheme type. For Example, Grade, Score, Color, etc.
Scoring Scheme Name Name of the Scoring Scheme
System Defined Flag that indicates whether the Scoring scheme is created by user or default with application
To Last value in the Range assigned to a scorecard
Scorecard Scoring Scheme Definition
(Scorecards 1.0)
SFDC To store the definition of the scores and scoring bands Reporting Color Defined to a scorecard
Display Range from where the score is extracted from (Example: If score is 55, defined Range can be 50-75)
From First value in the Range assigned to a scorecard
Grade Defined to a scorecard
Is Active Flag that indicates whether a scheme definition is in use
Score of a Scorecard
Scoring Scheme Name Name of the Scoring Scheme
To Last value in the Range assigned to a scorecard
Customer Info SFDC To store information of the customers To display customer Information in Customers tab, C360 / R360 sections Account Customer Name. This relation links Customer to Accounts
ASV Annual Subscription Value of the customer
Churn This field is used to store the Churn information of a customer from the SFDC object Transactions Header
Current Score Health Score of a Customer
Customer Lifetime in Months Lifetime of a customer in Months
Customer Name Customer name is same as the associated Account name
Industry Customer's industry is same as the associated Account's industry
Latest NPS Score Latest Net Promoter Score
Lifecycle In Weeks Lifetime of a customer in weeks
Lifecycle In Year Lifetime of a customer in years
MRR Current Monthly Recurring Revenue (MRR) of the Customer, net of all transactions to-date
OCD Original Contract Date of the customer (Customer acquisition date based on the first transaction (New Business))
Original Contract Number Original Contract Number of the customer (Optional reference # of the first transaction (New Business) with the customer)
Previous Score Previous Health Score of a Customer
Renewal Date  Next Renewal Date of the customer
Revenue Band To store the Revenue Band of the customer
Stage Stage of the Customer. Customer Stage is a configurable attribute that provides additional information on the customer journey / status
Status Describes if the customer is Active or Inactive
Tag Active / Churned / Established / Inactive / Onboarding / Up-sell
Trend Indicator Stores the current trend of a customer
Users Number of licensed users of the customer
GS Relationship (SFDC) SFDC R360 To store Relationship information in SFDC and use it across in Gainsight Account Account Name. This field fetches all the details of an Account
        CSM CSM information of the Relationship record. This field has a lookup to the User object to fetch user details.
        Latest NPS Score Latest Net Promoter Score (NPS) of a Relationship
        Relationship Type Relationship Type name of a Relationship. This field has a lookup to Relationship Type object to fetch relevant details.
        Display Order of the answers that are displayed in a Survey
        Other Option (Boolean) Flag that indicates whether a Survey question has other option (true/false)
        Survey Id A unique Id from the Survey view object that helps fetch Survey details.
        Survey Question Id A unique Id from the Survey Question object that helps fetch Survey question details.

The following table lists some of the most important MDA objects, their standard fields, sample uses in Gainsight, and the information each field stores.

Object Name Source Location Used In Sample Uses Field Name Notes on the Data Fields
Email Logs MDA Journey Orchestrator, Advanced Outreaches, Email Assist Rules/Reports based on success of email campaigns, number of Email Assist tasks sent, types of error messages being returned by systems, etc. Associated Field Field from the associated object
Associated Object Object name to which an email log is associated with
Associated Value Value stored in associated field from associated object
Batch Name Name of the Batch
Contact Name or User Name Recipient of the email - if sent internally, User Name will be populated, if sent externally, Contact Name will be populated
Event Message Error message returned by the receiving email system
Opened Binary value, 1 = the email was opened, 0 = the email was not opened
Open Count Number of times the email was opened
Template Name Name of the template
Triggered Date Date/time that the email was scheduled to go out
Triggered On Actual date/time that the email was sent
Use Case Campaign = email was sent via Journey Orchestrator, Cockpit = email was sent via Email Assist task, and Program = email was sent via Program
Variant Name Name of variant used (Default = no variant or default variant triggered)
Activity Timeline MDA Timeline Activity in C360/R360, Email Assist Tasks Reports based on Timeline Activities and associated information fetched from other objects Account Id Unique Id that helps to fetch customer information (Company Name, CSM, Current Score, etc.) from the MDA object Company
Activity Date The date on which an Activity occurs
Context Id Account Id/Relationship type Id/CTA Id to which an Activity belongs to. This helps to fetch information from the objects Company, Relationship Type, etc.
Context Name Account/Relationship Type/CTA to which an Activity belongs to
Created by Name of the user that created an Activity
Created Date Date on which an Activity is logged in Gainsight
Duration (in Mins) Duration of a call or meeting in an Activity
Last Modified By Name of the user that last modified an Activity (Currently, only the user that created an Activity can modify it.)
Last Modified Date The date on which the Activity was last modified
Notes of the Activity
Relationship Id Unique Id that helps to fetch information about Relationship (Relationship Name, CSM, Current Score, etc.) from the MDA object Relationship
Reporting Category Category of an Activity (Standard or Custom)
Source The source from which an Activity is generated: Account/Relationship/CTA/Account Widget/Opportunity Widget
Subject Subject of an Activity
User Email Email of a user that created an Activity
User Id Unique Id that helps to fetch user information (User Name, Email, Company Name, etc.) from the MDA object User
User Name Name of a user who created an Activity
*Advanced Outreach MDA To store important information about Programs Create Reports on important parameters of Programs Advanced Outreach Id A unique AO Id
Advanced Outreach Code A code used for unique identification of AO in Reporting
Advanced Outreach Model Name Model Name of an AO (NPS Survey / CSAT Survey / Generic Survey)
Advanced Outreach Model Type Transactional (CSAT) / Non-Transactional (NPS, Generic, Email Chain, etc.)
Advanced Outreach Name Unique name of an AO
Advanced Outreach Start Date Published date of an AO
Advanced Outreach Status Draft (NEW in Reports) / Active (PROCESSING in Reports) / Pause / Stop
Advanced Outreach Type Customer / Relationship
Default Account Name (Optional) Account name which is a record in SFDC Account object but is not a Gainsight customer
Log Emails To Salesforce Flag that indicates whether emails sent as part of advanced outreaches are stored in SFDC
Relationship Type Id Relationship Type Id associated with an AO. This field helps fetch information of a Relationship type from the MDA object Relationship Type
Relationship Type Name Name of the Relationship Type associated with an AO
Survey Closed Date Closed date of the Survey attached to the Program
Survey Name Name of the Survey sent via AO
*AO Participants MDA To store information about the Participants in Programs To retrieve information about the participants in a Program through Report Builder Account Name Name of an account that a participant is associated with
Advanced Outreach Id A Unique AO Id
First Name of a Participant
Last Name of a Participant
Full Name of a Participant
Last Email Link Clicked The last instance of a clicked link displayed in email
Last Email Sent (DateTime) The last instance of an email sent from AO
Last Email Status Delivered / Not Delivered to the Participant
Manager First Name First name of participant’s manager
Manager Last Name Last name of participant’s manager
Manager Full Name Full name of participant’s manager
Manager Email Address Email address of a participant’s manager
Participant State Indicates the state of a Participant in the journey of an AO. Review / Active / Completed / Drop (by system due to token mismatch, incorrect email address, etc.) / Knocked-off (Manual removal of participants from an AO)
Participant Id Unique Id of a participant
Recipient Email Address Email address of a Participant
Relationship Contact Name Name of the Relationship Contact
Relationship Name Name of a Relationship
Relationship Status Status of a Relationship
Relationship Type Name Name of the Relationship type
Sender First Name First name of the organizer / Administrator who sends a Program
Sender Last Name Last name of the organizer / Administrator
Sender Full Name Full name of the organizer / Administrator
Sender Email Address Email address of the organizer / Administrator
SFDC Account Id SFDC Account Id for which a participant is associated with
SFDC Contact Id of a participant
SFDC User Id of a participant
Survey Page Open Count of the participant
Survey Page Opened Flag that indicates whether a specific survey page is opened by the participant
Survey Responded Flag that indicates whether a specific survey is responded to by the participant
Survey Responded Date The date on which a specific survey is responded to by the participant
Survey Response Status Submit / Partial Submit (Responded to a survey but not submitted) of a survey by the participant
Survey Score NPS score (0-10) of a survey submitted by the participant
Survey Send Date The date on which a survey is sent by AO to the participant
Total Email Sent Total number of emails sent to a participant during an AO journey
Person Type (Who ID) This field helps to join the AO Participants object with either Person object or Person Avatar (User, etc) object. This helps to build reports on the AO Participant object and join the selected fields from the Person or Person Avatar object.
GS Person Id (Who ID) This field helps to join with a specific record in either Person object or Person Avatar (User, etc) object. This helps to build reports on the AO Participant object and join the selected fields from the Person or Person Avatar object.
Source Type (What ID) This field helps to join the AO Participants object with the MDA standard object. This helps to build reports on the AO Participants object and join selected fields from the MDA standard object.
GS Source Id (What ID) This field helps to join the AO Participants object with a specific record in the MDA standard object. This helps to build reports on the AO Participants object and join the selected fields from the MDA standard object.
*AO Emails MDA To store information about emails in the Programs To create a report on the information about emails sent by Programs Advanced Outreach Id A Unique AO Id
Bounce Date The date on which a specific email is bounced
Bounce Type Hard / Soft. For more information on these bounce types, refer Journey Orchestrator Analytics
Email Clicked Flag that indicates whether a specific email is clicked by the participant
Email Clicked Date Date on which a specific email is clicked by the participant
Email Id Email address of the participants
Email Open Count The total number of instances a specific email is opened by the original recipient
Email Opened Flag that indicates whether a specific email is opened
Email Send Flag that indicates whether a specific email is sent to the participants in a Program
Email Template Id Id of the email template
Email Template Name Name of the template
From Address Sender’s email address
Last Email Opened Date (DateTime) The last instance of an email opened by a participant
Link Clicked Count The number of instances that a link shared by an email is clicked by the participants
Page Open Count The number of instances that a Survey Page is opened by the participants
Participant Id Unique Id of a participant
Rejected Flag that indicates whether an email is rejected due to incorrect recipient address
Rejected Date The date on which an email is rejected by a participant
Spam Flag that indicates whether an email is marked as spam by a participant
Spam Date The date on which a participant is marked an email as spam
To Address Recipient (Participant) email address
Undelivered Flag that indicates whether an email is not delivered to the participants in an AO
Undelivered Reason Email delivery failure reason
Unsubscribed Flag that indicates whether an email address is unsubscribed from outreaches
Unsubscribed Date (DateTime) Date & Time on which an email address is unsubscribed from an AO
*AO Link Clicked Analytics MDA Analytics on Programs To retrieve the analytics on URLs clicked in the Programs through Report Builder Advance Outreach Id A Unique AO Id
Linkclickedcount The number of times an individual Link is clicked attached in an email
Url The URL for which the clicked count is tracked
*AO Participant Activity Analytics MDA Analytics on Programs To retrieve analytics on Program Participant Activities through Report Builder Advance Outreach Id A Unique AO Id
Current Step Name where the participant is in the journey of an AO
Distinct Count of Participants The total number of participants who executed a specific step
*AO Analytics MDA Analytics on Programs To retrieve analytics on Programs through Report Builder Advanced Outreach Id A Unique AO Id
Advanced Outreach Name Name of an AO
Open Rate Ratio of emails opened by the participants to the emails sent in the journey of an AO
Survey Clicked Through Rate Ratio of the number of survey links clicked to the number of Survey links sent through an AO
Survey Conversion Rate Ratio of the number of Surveys submitted to the number of Surveys Opened
Total Active Participants The total number of participants that are active in a specific Program
Total Email Bounced In a specific AO
Total Email Opened In a specific AO
Total Email Send Emails sent as part of a specific AO
Total Number of Participants In a specific AO
Total Participant Responded To Survey The total number of participants who submitted the Survey in an AO
Total Participants Opened Survey Page The total number of participants who opened the survey page in an AO
*AO Participant Activity MDA To store activities of the Participants in the Programs To create reports on tracking the journey of participants Advanced Outreach Id A unique AO Id
Current Step Name Current step of the participant in the journey of an AO
Participant Id Unique Id of a participant
Previous Step Name With respect to the current step of the participant in the journey of an AO
* AO Participant Source Configuration MDA To store information about the source of participants in a Program To fetch the Program participant list based on its source of ingestion in the Reports  Advanced Outreach Id A unique AO Id
Event Name Name of the Event used to collect the participants
Participant Operation Type One-time (Add All Participant in Power list in Reports) / Scheduled (Add All Participant in Power list and any in Future in Reports). Indicates whether all the Participants are added into Powerlist now or it’s scheduled
Participant Source Name Name of the Power List
Participant Source Type CSV / Power List / Query Builder / Event
* AO Predefined Advanced Outreach Model MDA To store Model information of a Program To create model information in the Reports Advanced Outreach Model Name Model Name of an AO (NPS Survey / CSAT Survey / Generic Survey / Email Chain)
Advanced Outreach Model Type Transactional (CSAT) / Non-Transactional (NPS, Generic, etc.)
Scorecard Fact
(Scorecards 2.0)
MDA To store the scores of the measures Mass Edit view in Reports, C360 / R360 Company Id Unique Id of an account from the MDA object Company. This field helps to fetch information of an account from the MDA object Company
Created Date The date on which a Scorecard is created
Current Score Id Fields from the Scorecard Scheme Definition like Color, Name, Score, etc. can be fetched into this object through this unique Id
Measure Id Fields from the Scorecard Measures like Name, Nature, etc. can be fetched into this object through this unique Id
Modified Date The date on which a Score is modified
Previous Score Id Fields from the Scorecard Scheme Definition like Color, Name, Score, etc. can be fetched into this object through this unique Id
Score Modified By User who last modified the score
Scorecard Id Fields from the Scorecard Master like Name, entity type, modified by, etc. can be fetched into this object through this unique Id
Trend Trend of the score. Up / Down / Same
Relationship Scorecard History
(Scorecards 2.0)
MDA To store the historical scores of the measures R360 and Habits Reports Company Id Unique Id from the MDA object Company from which details about Company will be fetched into this object
Created By User who created a Scorecard
Created Date The date on which a Scorecard is created
Modified By User who last modified the scorecard
Modified Date The date on which a Scorecard is modified
Overall Score (Relationship) Overall score of a specific Relationship
Relationship Id Unique Id from the MDA object Relationship from which details about the Relationship are fetched into this object
Account Scorecard History
(Scorecards 2.0)
MDA To store the historical scores of the measures C360 and Habits Reports Company Id Unique Id from the MDA object Company from which details about Company will be fetched into this object
Created By User who created a Scorecard
Created Date The date on which a Scorecard is created
Modified Date The date on which a Scorecard is modified
Modified By User who last modified the scorecard
Overall Score (Account) Overall score of a specific account
Scorecard Master
(Scorecards 2.0)
MDA To store all the scorecards Reporting Active Flag that indicates whether a specific scorecard is in use
Created By User who created a Scorecard
Created Date The date on which a Scorecard is created
Entity Type Account / Relationship
Is Default Flag that indicates whether a specific scorecard is marked as the default among multiple scorecards
Modified By User who last modified the scorecard
Modified Date The date on which a Scorecard is modified
Name Name of the Scorecard
Scorecard Measures
(Scorecards 2.0)
MDA To store the measures Reporting Active Flag that indicates whether a specific scorecard is in use
Created By User who created a Scorecard
Created Date The date on which a Scorecard is created
Entity Type Account / Relationship
Input Type Manual / Calculated
Level Type Measure / Group / Rollup (Overall)
Modified By User who last modified the scorecard
Modified Date The date on which a Scorecard is modified
Name Name of a Scorecard
Scoring Scheme Definition
(Scorecards 2.0)
MDA To store the definition of the scores and scoring bands Reporting Active Flag that indicates whether a scheme definition is in use
Color Defined for a scheme definition
Created By User who created a Scorecard
Created Date The date on which a Scorecard is created
Deleted Flag that indicates whether a scheme definition is deleted
Label Range from which the score is extracted (Example: If score is 55, defined Range can be 50-75)
Modified By User who modified a Scorecard
Modified Date The date on which a Scorecard is modified
Name Name of a Scorecard
Range From First value of the Range assigned to a scorecard
Range To Last value of the Range assigned to a scorecard
Score Score values
AO CTA MDA Journey Orchestrator Triggering CTAs from Journey Orchestrator Account Account Name. It fetches Account details through lookup from Account.
        Action Type Upsert (Create) or Close CTA
        Area Name The product in which a CTA is triggered, either CTA in Salesforce Edition or CTA in Standard Edition.
        CTA Id Unique GSID of a CTA created or closed
        CTA Name Name of the CTA created or closed
        CTA Status Status of a CTA
        Entity Type Account (Company) or Relationship
        Is Name Identifier True/False. While creating CTA, when you click ‘include in identifiers’ checkbox to trigger a CTA with unique identifier, CTA is recorded as True in this field.
        Relationship Id GS Relationship Id from SFDC for Relationship CTAs in Salesforce Edition. Relationship Id from MDA for Relationship CTAs in Standard Edition.
        Source Step Id A unique GSID from AO Participant Activity object to fetch details of a step from which a CTA is triggered from a Program.
AO CTA Mapping MDA Journey Orchestrator   GS Advanced Outreach Id A unique GSID from AO Advance Outreach object to fetch details of a JO Program
        GS CTA Id Unique GSID of a AO CTA record that fetches details of this record.
        GS Participant Id A unique GSID from AO Participant object to fetch details of a Participant
        Step Id A unique GSID from AO Participant Activity object to fetch details of a step from which a CTA is triggered from a Program.
Company MDA Scorecards 2.0, Surveys 2.0, Journey Orchestrator To tie scorecards built on specific Company record in MDA ARR Used to store the average recurring revenue (ARR) of the customer
        Billing Address Used to store the billing address of the customer
        Company Type Used to store the type of company
        CSM CSM information of the Company record. This field has a lookup to the User object. Values in this field are populated using derived mappings in the data ingestion channel.
        Current Score Health score of a customer. This is overall health score of the current scorecard for a company
        Customer Lifetime in Months The number of months from the original contract date
        Employees The number of Employees in the Company
        Industry of the company belongs to, ex: Software, Networking, Automobile, etc.
        Lifecycle in weeks Lifetime of a customer in weeks
        MRR Current Monthly Recurring Revenue (MRR) of the Customer, net of all transactions to-date
        Name Used to store the name of the company
        NPS Used to store the Net Promoter Score (NPS) of the Customer. This field cannot be editable.
        Original Contract Date Original Contract Date of the customer (Customer acquisition date based on the first transaction (New Business))
        Parent Company Parent company of the customer. This field has a lookup to self object Company. This field is populated using derived mappings in the data ingestion channel.
        Previous Score Previous Health Score of a Customer
        Renewal Date Next Renewal Date of the customer
        Scorecard Id Fields from the Scorecard Master like Name, entity type, modified by, etc. can be fetched into this object through this unique Id. This field mentions from which scorecard the score is being fetched. This is the active scorecard id for the respective company; there can be multiple scorecards in the system, but only one can be active at a time.
        SFDC Account Id Unique Id from SFDC Account object for this Company record
        Stage Stage of the Customer. Customer Stage is a configurable attribute that provides additional information on the customer journey / status. The default values of this field include New Customer, Kicked Off, Launched, Adopting, Will Churn, Churn.
        Status Describes if the customer is Active or Inactive. The default values for this field include Active, Inactive, and Churn.
        Tags Used to store the tags of a customer. Tags can be used to tag a customer with some functional relevance.
        Ticker Symbol Stock market number in general where a company is associated with
        Trend Trend of a score. Up / Down / Same. This field is not editable and shows the difference between previous score and current score.
        Users Number of licensed users of the customer
        Website Website of a company
Relationship (MDA) MDA Scorecards 2.0, Surveys 2.0, Journey Orchestrator   ARR Used to store the average recurring revenue (ARR) of the Relationship entity
        Company Id Unique GSID of the Company, this Relationship is associated with.
        CSM CSM information of the Relationship record. This field has a lookup to the User object. Values in this field are populated using derived mappings in the data ingestion channel.
        Current Score Health score of a customer. This is overall health score of the current scorecard for a company
        Lifetime in Months The number of months from the original contract date
        MRR Current Monthly Recurring Revenue (MRR) of the Customer, net of all transactions to-date
        Name Used to store the name of a Relationship
        NPS Used to store the Net Promoter Score (NPS) of the Customer. This field cannot be editable.
        Onetime Revenue of the Relationship
        Original Contract Date Original Contract Date of a Relationship (Customer acquisition date based on the first transaction (New Business))
        Previous Score Previous Health Score of a Customer
        Scorecard Id Fields from the Scorecard Master like Name, entity type, modified by, etc. can be fetched into this object through this unique Id. This field mentions from which scorecard the score is being fetched. This is the active scorecard id for the respective Relationship, there can be multiple scorecards in the system, but only one can be active at a time.
        SFDC Relationship Id Equivalent unique Id from SFDC object Relationship
        Stage Stage of the Customer. Customer Stage is a configurable attribute that provides additional information on the customer journey / status. The default values of this field include New Customer, Kicked Off, Launched, Adopting, Will Churn, Churn.
        Status Describes if the customer is Active or Inactive. The default values for this field include Active, Inactive, and Churn.
        Trend Trend of a score. Up / Down / Same. This field is not editable and shows the difference between previous score and current score.
        Type Id A unique Id from Relationship Type object
Relationship Type (MDA) MDA Scorecards 2.0, Surveys 2.0, Journey Orchestrator   Name Name of a Relationship
        SFDC Relationship Type Id A unique Id of a Relationship Type in SFDC

Survey User Answer

MDA   To store information about answers responded to Survey questions. Answer Id Unique Id of a Survey answer from the Survey User Answer object. Id of an each allowed answer.
        Answer Rank Sequence Number of an answer for Ranking question
        Answer Text To store Comment of an answer
        Participant Id Unique Id of a Participant from Survey Participant object
        Question Id Unique Id of a Question from Survey Question object
        Responded Date DateTime when an answer was responded
        Survey Id Unique Id of a Survey from Survey View object
Survey Translation MDA   To store information about translation of survey data when a survey is multilingual Answer Id Unique Id of a Survey answer from Survey User Answer object. Id of an each allowed answer.
        Category Category of a survey that is translated: Static Text / Survey / Question / Library Question / Allowed Answer
        Code A simple unique identifier of a Static Text
        Language Id A unique Id of a Language that is created by Admin
        Library Question Id A unique Id from Library Question object
        Survey Id A unique Id from Survey View object
        Survey Question Id A unique Id from Survey Question object
Survey Question Library MDA   To store information of reusable questions that can be used in multiple surveys Active Flag that indicates whether a library question is Active or not. You can use only use Active questions. Yes / No
        Allow Comment Flag that indicates whether a library question allows to insert comments or not. Yes / No
        Comment Label Label of a comment box that displays before you add any comment in the comment box.
        Display Order Display order of the library questions while configuring a survey
        Reporting Label Label of a library question in Reporting on any flattening object
        Selector To store different kind of options to select either a single select or multi select items, Ex: Radio / Multi select checkbox / Single Select Checkbox
        Title To store title of a Library question
        Type To store the type of a Question: Single select / Multi select / NPS
        Folder Id A unique Id of a Folder from Survey Folder object in which a library question is stored.
Survey Page MDA   To store information about Survey pages Display Order Display order of Survey pages
        Title Stores title of a Survey page
Survey Question MDA   To store information of a survey question that is used in a Survey Active Flag that indicates whether a question is Active or not. You can use only use Active questions. Yes / No
        Allow Comment (Boolean) Flag that indicates whether a question allows to insert comments or not. Yes / No
        Comment Label Label of a comment box that displays before you add any comment in the comment box
        Display Order Display order of the questions while configuring a survey
        Page Id A unique Id of a Page where a specific question is used.
        Reporting Label Label of a question in Reporting on any flattening object
        Selecto To store different kind of options to select either a single select or multi select items, Ex: Radio / Multi select checkbox / Single Select Checkbox
        Survey Id A unique Id from Survey View object
        Title To store title of a Survey Question
        Type To store the type of a Question: Single select / Multi select / NPS
Survey Folder MDA   To store information of a Survey folder that is used to store multiple library questions Name Name of the Survey Folder that stores few library questions
Survey View MDA   To store information of each Survey Allow Internal Submission (Boolean) Flag that indicates whether a survey allows Internal Submission (internal employee to respond to a Survey on behalf of another user)
        Category To store category of a Survey Anonymous / non-anonymous / partial anonymous
        Code A simple unique code to identify a survey
        Description Description to a Survey. Displayed as Header in the Survey Page.
        End Date Survey Expire date (Date by which a participant has to respond to a Survey)
        Entity Type Company / Relationship
        Last Response Tracked At To store DateTime when a Survey has been responded last time.
        Link Expiry Days To store the number of days that a Survey link is active (after which the survey expires)
        Name Name is mandatory. It appears to the end user when you do not assign a Title to a Survey.
        NPS Survey (Boolean) Flag that indicates whether a Survey is of type NPS. It is true if a Survey has NPS question.
        Owner Id A unique Id of owner who created the survey
        Partial Submit Days The number of days after which a survey that has been partially saved is responded as partially submitted.
        Published Date Date on which the survey is published to send across
        Published URL Site URL of a Survey
        Question Count The number of Questions in a Survey
        Relationship Type Id A unique Id of a Relationship Id
        Start Date The date by when you can publish a Survey. Unless a Survey is published, you cannot send it across from any distribution channel
        Status of a Survey: Design / Published / Closed (Expired)
        Title Display Name in UI and it is shown as Survey Title in the end user Response page
        Type of a Survey: Transactional (A survey that is sent on a specific context) / Non-Transactional
NPS Survey Response MDA   To store information about an NPS Survey and its Response Company Id A unique Id from the Company object that a survey is associated with
        Company Person Id A unique Id from the Company Person object, details of a participant associated with a Company.
        Email Email Id of the participant which is fetched from Survey Participant object.
        Language Id Details of a language in which an end user has responded
        Name Participant Name
        NPS Score NPS Score of a Survey
        Participant Id A unique Id of a Participant fetched from the Survey Participant object.
        Person Id A unique Id from Person object
        Relationship Id A unique Id from the Relationship object that a Survey is associated with.
        Relationship Person Id A unique Id from the Relationship Person object, details of a participant associated with a Relationship.
        Responded Date The date on which an NPS Survey is responded.
        Score Type Score type of an NPS survey: Promoter / Detractor / Passive
        Sentiment Sentiment is stored from the analytics on the Survey comments
        Survey Id A unique Id from the Survey view object that helps fetch Survey details.
Survey Allowed Answer MDA Survey 2.0 To store information about the number of answers supported for any Survey (for an NPS Survey, the number of allowed answers is 11 (0 to 10)) Answer Score Score assigned to each answe
        Display Order of the answers that are displayed in a Survey
        Other Option (Boolean) Flag that indicates whether a Survey question has other option (true/false)
        Survey Id A unique Id from the Survey view object that helps fetch Survey details.
        Survey Question Id A unique Id from the Survey Question object that helps fetch Survey question details.
        Title of the answers
Survey Text Analytics MDA Survey 2.0 To store information about analytics applied on the Survey comments Aspect System dynamically analyses the Survey comments and provides a random Aspect (Ex: If system identifies a word ‘Cockpit’ in the survey comment, the Aspect can be ‘Cockpit’.
        Company Id A unique Id from the Company object that fetches details of a Company
        NPS Response Id A unique Id from the NPS Survey Response object that fetches details about NPS Survey
        Run Date The date on which Analytics applied on the Survey comments
        Sentence It stores each Sentence in a Survey comment
        Sentence Category It stores either Positive, Negative, or any suggestions that system dynamically categorises.
        Survey Id A unique Id of a Survey that helps fetch details of a Survey
        Survey User Answer Id A unique Id from Survey User Answer object that fetches details of a Survey answer from each user.
        Participant Id A unique Id of a participant fetched from Survey Participant object and helps fetch details of a participant
Survey Participant MDA Survey 2.0 To store details of Survey Participants AO Participant Id A unique Id of a participant from AO Participants object if the survey is sent from Journey Orchestrator.
        Company Id A unique Id from the Company object that fetches details of a company, a survey is associated with
        Distribution Channel A channel from which a survey is distributed: AO / Email Assist / any anonymous channel
        Email Email Id of a participant
        External Id of a participant when the participant details are fetched from. Salesforce Id of participant when surveys are migrated from 1.0 to 2.0.
        External Source External source of Participant when surveys are migrated: It can be either Salesforce or SurveyMonkey
        First Name of a participant
        Full Name of a participant
        Internal Question Submission Date When a survey is responded internally by another person (Ex: CSM) as a survey response to end user’s survey submission. The date on which an internal question is submitted.
        Internal Question submitted (Boolean) Flag that indicates whether an internal question is submitted or not. (true/false)
        Internal Question Submitted By It stores the user details who submitted the internal question. This field fetches details from the User object.
        Language Id A unique Id of Language in which a participant has responded in
        Last Name of a participant
        Last Response Record Time A datetime on which a participant has responded to a Survey
        Person Id A unique Id from Person object that this participant is tied to. This field fetches details from the Person details of this participant
        Relationship Id A unique Id from Relationship object that this participant is associated with. This field helps fetch details from the Relationship object.
        Responded (Boolean) Flag that indicates whether a participant has responded to a specific Survey or not.
        Responded By User details of a person who has responded to a Survey on behalf of a participant. This field fetches details from the User object through Lookup (internal Submission)
        Responded Date The date on which a participant has responded to a specific Survey.
        Response Status Partially saved / Partially submitted / Submitted
        Survey Id A unique Id of a Survey from the Survey View object that helps fetches details of a specific Survey.
        Survey Opened Date The date on which a participant has opened a Survey
        Survey Sent Date The date on which a Survey is distributed to the participants
        Survey Opened (Boolean) Flag that indicates whether a Survey is opened by a participant or not
        Test Participant (Boolean) Flag that indicates whether a Survey sent to a participant is Test Participant.
        Token A unique identifier from which a Survey is distributed from.

Note: The Gainsight feature 'Advanced Outreaches' or 'AO' is renamed to 'Programs' in the application but the application object and field names for Advanced Outreaches feature will have the term 'Advanced Outreaches' (Ex: 'AO Emails' is an object name but is not renamed to Program Emails).