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Gainsight Object Glossary (All)

Overview  

Customer data is stored in different MDA objects and custom SFDC objects. Each of these objects contains standard fields shipped by Gainsight to store customer data. In addition, Admins can add custom fields and update the schema of the custom fields. To view the complete list of objects and their fields by feature area, click a topic below.

SFDC and MDA Objects 

Following are some of the modules in which SFDC objects are used and also other modules in which MDA Objects are used:

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.

Success Plan/Playbooks Module Objects

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

CTA Group Object

This object is used in Success Plans. For example; Rules/Reports on 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.
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 The date on which a success plan is closed.
Closed Lost Objective Count The 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 The number of objectives of status Closed Won in a success plan.
CTA Group Category The name of a success plan (number of objectives are categorized 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 The due date of a success plan.
Due Date Variance The 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 The 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 The owner of a success plan.
Percent Complete The percentage of completed objectives in a success plan. (Total number of closed objectives/Total number of objectives in a success plan).
Plan Description The description of a Success Plan.
Relationship The name of Relationship to which a success plan belongs.
Relationship Type The name of a Relationship Type to which a success plan belongs.
Source The source from which a success plan is generated (Manual/Rules).
Status The 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 The name of the template that is used to create a Success Plan.
Total Objective Count The total number of objectives in a success plan (Open Objective count + Closed Lost Objective Count + Closed Won Objective Count).

Success Plans Template

This object is used in Success Plans/Playbooks. For example; used in reports based on Success Plans.

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

Field Name Description
Entity Type Account/Relationship Type.
Playbook Name of the Playbook.
Relationship Type Name of the Relationship Type.

Notifications Module Objects

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

Notification Subscription 

This object is used in Notifications. For example; report on the fields that are used for auto-subscription to notifications.

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

Field Name Description
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.

Scorecards 1.0 Module Objects

Some of the most important SFDC objects used in the Scorecards 1.0 modules are described here. For more information on other SFDC and MDA Objects used in different modules, refer to  Gainsight Object Glossary.

Scorecard Fact  

This object is used in Scorecards 1.0 module to store the scores of the measures. For example; Mass Edit view in Reports and C360.

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

Field Name Description
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 

This object is used in Scorecards 1.0 module to store the historical scores of the measures. For example; C360 and Reporting.

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

Field Name Description
Account Name of an account. Fields from the Account object are fetched into this object.
Log Date Last log date of the scorecard 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  

This object is used in Scorecards 1.0 module to store the different types, groups, and set of measures under each group. For example; Reporting.

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

Field Name Description
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 

This object is used in Scorecards 1.0 module to store the scheme types for the scorecard. For example; Reporting.

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

Field Name Description
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  

This object is used in Scorecards 1.0 module to store the definition of the scores and scoring bands. For example; Reporting.

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

Field Name Description
Color The color defined to a scorecard.
Display The 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 The grade defined to a scorecard.
Is Active Flag that indicates whether a scheme definition is in use.
Score The score of a Scorecard.
Scoring Scheme Name Name of the Scoring Scheme.
To Last value in the Range assigned to a scorecard.

C/R360 Module Objects

Some of the most important SFDC objects used in the C/R360 modules are described here. For more information on other SFDC and MDA Objects used in different modules, refer to  Gainsight Object Glossary.

Customer Info   

This object is used in C/R360 modules to store information of the customers. For example; to display customer information in the Customers tab of C360/R360 sections.

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

Field Name Description
Account The 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 The 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 The number of licensed users of the customer.

GS Relationship (SFDC)   

This object is used in R360 module. For example; it stores Relationship information in SFDC and use it across in Gainsight.

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

Field Name Description
Account The account name. This field fetches all the details of an Account.
CSM The 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 The 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.

 

Journey Orchestrator Module Objects

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

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). 

Email Logs Object 

This object is used in Journey Orchestrator, Advanced Outreaches (Programs)Email Assist. For example; Rules/Reports based on success of email campaigns, number of Email Assist tasks sent, types of error messages being returned by systems, etc.

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

Field Name Description
Associated Field Field from the associated object.
Associated Object Object name to which an email log is associated.
Associated Value The value stored in associated field from associated object.
Batch Name The name of the Batch.
Contact Name or User Name Recipient of the email - if sent internally, User Name is populated, if sent externally, Contact Name is populated.
Event Message An 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 The name of the template.
Triggered Date Date/time at which the email was scheduled to go out.
Triggered On Actual date/time that the email was sent.
Use Case

The options are:

  • Advanced Outreach (programs)
  • Campaigns (outreach)
  • Cockpit (email assist)
  • External sharing (sharing a feature)
Variant Name The name of the variant used (Default = no variant or default variant triggered).

Advanced Outreach (Programs) Object

This object is used to store important information about Programs. For example; create reports on important parameters of Programs.

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

Field Name Description
Advanced Outreach Id An unique Program Id.
Advanced Outreach Code A code used for unique identification of Programs in Reporting.
Advanced Outreach Model Name Model name of a Program (NPS Survey/CSAT Survey/Generic Survey/Email Chain).
Advanced Outreach Model Type Transactional (CSAT)/Non-Transactional (NPS, Generic, Email Chain, etc.)
Advanced Outreach Name An unique name of a Program.
Advanced Outreach Start Date Published date of a Program.
Advanced Outreach Status Draft (NEW in Reports)/Active (PROCESSING in Reports)/Pause/Scheduled/Stop.
Advanced Outreach Type Customer/Relationship
Default Account Name Optional. The 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 programs are stored in SFDC.
Relationship Type Id Relationship Type Id associated with a program. This field helps fetch information of a Relationship type from the MDA object Relationship Type.
Relationship Type Name The name of the Relationship Type associated with a program.
Survey Closed Date Closed date of the Survey attached to the Program.
Survey Name The name of the Survey sent through Programs.

Advanced Outreach Participants (Program Participants)

This object is used to store information about the Participants in Programs. For example; to retrieve information about the participants in a Program through Report Builder.

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

Field Name Description
Account Name Name of an account that a participant is associated with.
Advanced Outreach Id A Unique Program Id.
First Name First name of a Participant.
Last Name Last name of a Participant.
Full Name Full name of a Participant.
Context Id A unique ID that can be configured to tie a participant's response back to a specific activity/service offered. For example, the Context ID could be a support ticket number or a webinar code.
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 a program.
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 a Program: Review/Active/Completed/Drop (by system due to token mismatch, incorrect email address, etc.)/Knocked-off (Manual removal of participants from a Program).
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 SFDC contact Id of a participant.
SFDC User Id SFDC user Id of a participant.
Survey Page Open Count The survey page count open 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 Program to the participant.
Total Email Sent Total number of emails sent to a participant during a Program 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 (Program Emails) Object

This object is used to store information about emails in Programs. For example; to create a report on the information about emails sent by Programs.

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

Field Name Description
Advanced Outreach Id A Unique Program 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 a Program.
Undelivered Reason Email delivery failure reason.
Unsubscribed Flag that indicates whether an email address is unsubscribed from outreaches/programs.
Unsubscribed Date (DateTime) Date & Time on which an email address is unsubscribed from a program.

This object is used in Analytics on Programs. For example; to retrieve the analytics on URLs clicked in the Programs through Report Builder.

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

Field Name Description
Advance Outreach Id A Unique Program 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 (Program Analytics) Object 

This object is used in Analytics on Programs. For example; to retrieve analytics on Program Participant Activities through Report Builder.

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

Field Name Description
Advance Outreach Id A Unique Program Id.
Current Step Name where the participant is in the journey of a Program.
Distinct Count of Participants The total number of participants who executed a specific step.

AO Analytics (Program Analytics) Object 

This object is used in Analytics on Programs. For example; to retrieve analytics on Programs through Report Builder.

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

Field Name Description
Advanced Outreach Id A Unique Program Id.
Advanced Outreach Name Name of a Program.
Open Rate Ratio of emails opened by the participants to the emails sent in the journey of a program.
Survey Clicked Through Rate Ratio of the number of survey links clicked to the number of Survey links sent through a program.
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 Program.
Total Email Opened In a specific Program.
Total Email Send Emails sent as part of a specific Program.
Total Number of Participants In a specific Program.
Total Participant Responded To Survey The total number of participants who submitted the Survey in a Program.
Total Participants Opened Survey Page The total number of participants who opened the survey page in a Program.

AO Participant Activity (Program Participant Activity) Object 

This object is used to store activities of the Participants in the Programs. For example; to create reports on tracking the journey of participants.

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

Field Name Description
Advanced Outreach Id A unique Program Id.
Current Step Name Current step of the participant in the journey of a Program.
Participant Id Unique Id of a participant.
Previous Step Name With respect to the current step of the participant in the journey of a Program.

AO Participant Source Configuration (Program Participant Source Configuration) Object 

This object is used to store information about the source of participants in a Program. For example; to fetch the Program participant list based on its source of ingestion in the Reports.

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

Field Name Description
Advanced Outreach Id A unique Program 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 (Program Model) Object 

This object is used to store Model information of a Program. For example; to create model information in the Reports.

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

Field Name Description
Advanced Outreach Model Name Model Name of a Program (NPS Survey/CSAT Survey/Generic Survey/Email Chain).
Advanced Outreach Model Type Transactional (CSAT)/Non-Transactional (NPS, Generic, etc).

AO CTA (Program CTA) Object 

This object is used in Journey Orchestrator module. For example; stores information about CTAs Triggering from Programs.

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

Field Name Description
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 (Program CTA Mapping) Object 

This object is used in Journey Orchestrator module. For example; stores information about CTAs triggered against the respective source Programs.

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

Field Name Description
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 Object 

This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. For example; to tie scorecards built on specific Company record in MDA.

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

Field Name Description
ARR Used to store the average recurring revenue (ARR) of the customer.
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 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.
SFDCRelationship 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.

User (MDA)

This object is used in Scorecards 2.0, Surveys 2.0, Journey Orchestrator, Timeline, and Dashboard Builder modules. For example; to store information about users in Gainsight

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

Field Name Description
Company ID It is of datatype GSID. This has a lookup to Company object.
Created Date It is of datatype DateTime. Indicates when the record was created.
Email It is of datatype Email. Stores the Email address of the user.
External ID It is of datatype String. A unique account identifier in an external system. It identifies an account uniquely apart from Email and Name.
First Name It is of datatype String. It stores first name of a user.
Gainsight License Enabled It is of datatype Boolean (True/False). It indicates whether a Gainsight License is assigned to this SFDC User or not.
GSID GSID of a user record. For example: CSM in a Relationship or Company has a look up to this record in User object.
Is Active It is of datatype Boolean (True/False). It indicates whether a user is active in SFDC or not.
Is Active User It is of datatype Boolean (True/False). It indicates whether a user is enabled in Administration > User Management page or not.
Last Name It is of datatype String. It store the last name of a user.
Modified Date It is of datatype DateTime. Displays the date when the record was last modified.
Name It is of datatype String. It store the name of a user.
SFDC User Id It is of datatype SFDC ID. It stores the equivalent User Id of a user in SFDC.
Username It is of datatype Email. Stores username of a User. Username is unique in Gainsight and is used as a key to identify a user in Gainsight.
Manager It is of data type GSID. This field helps Admins to create User - Manager hierarchies, ‘My team’, and ‘Portfolio view’ reports.
Timezone It stores the Timezone of a user’s location. Admins can ingest a user’s timezone value from the User Management page > Manual page and through Rules Engine (Load to User Action).
Is Super Admin This field is of data type Boolean (True/False). It indicates whether a user is identified as Super Admin who has superior permissions on Dashboards and Dashboard Folders.
System Type It is of datatype Dropdown list to choose either Internal or External. A user is identified as an internal user when the user is part of your organization. A user is identified as an external user when the user is part of your customer’s organization. To enter external user information into User object, user’s organization should have a record in the MDA object Company.

Relationship (MDA) Object 


This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. For example; to store information about Relationships context in Gainsight.

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

Field Name Description
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 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.

Relationship Type (MDA) Object 

This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. 

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

Field Name Description
Name Name of a Relationship.
SFDC Relationship Type Id A unique Id of a Relationship Type in SFDC.

Timeline Module Objects

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

Activity Timeline Object 

This object is used as Timeline Activity in C360/R360 and Email Assist Tasks. For example; reports based on Timeline Activities and associated information fetched from other objects.

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

Field Name Description
Account Id An 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. This helps to fetch information from the objects Company, Relationship Type, etc.
Context Name Account/Relationship Type/CTA to which an Activity belongs.
Created by The name of the user who created an Activity.
Created Date The date on which an Activity is logged in Gainsight.
Duration (in Mins) Duration of a call or meeting in an Activity.
Last Modified By The name of the user who last modified an Activity. Currently, only the user who created an Activity can modify it.
Last Modified Date The date on which the Activity was last modified.
Notes Important notes of the Activity.
Relationship Id An 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 An email of a user who created an Activity.
User Id An unique Id that helps to fetch user information (User Name, Email, Company Name, etc.) from the MDA object User.
User Name The name of a user who created an Activity.

User (MDA)

This object is used in Scorecards 2.0, Surveys 2.0, Journey Orchestrator, Timeline, and Dashboard Builder modules. For example; to store information about users in Gainsight

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

Field Name Description
Company ID It is of datatype GSID. This has a lookup to Company object.
Created Date It is of datatype DateTime. Indicates when the record was created.
Email It is of datatype Email. Stores the Email address of the user.
External ID It is of datatype String. A unique account identifier in an external system. It identifies an account uniquely apart from Email and Name.
First Name It is of datatype String. It stores first name of a user.
Gainsight License Enabled It is of datatype Boolean (True/False). It indicates whether a Gainsight License is assigned to this SFDC User or not.
GSID GSID of a user record. For example: CSM in a Relationship or Company has a look up to this record in User object.
Is Active It is of datatype Boolean (True/False). It indicates whether a user is active in SFDC or not.
Is Active User It is of datatype Boolean (True/False). It indicates whether a user is enabled in Administration > User Management page or not.
Last Name It is of datatype String. It store the last name of a user.
Modified Date It is of datatype DateTime. Displays the date when the record was last modified.
Name It is of datatype String. It store the name of a user.
SFDC User Id It is of datatype SFDC ID. It stores the equivalent User Id of a user in SFDC.
Username It is of datatype Email. Stores username of a User. Username is unique in Gainsight and is used as a key to identify a user in Gainsight.
Manager It is of data type GSID. This field helps Admins to create User - Manager hierarchies, ‘My team’, and ‘Portfolio view’ reports.
Timezone It stores the Timezone of a user’s location. Admins can ingest a user’s timezone value from the User Management page > Manual page and through Rules Engine (Load to User Action).
Is Super Admin This field is of data type Boolean (True/False). It indicates whether a user is identified as Super Admin who has superior permissions on Dashboards and Dashboard Folders.
System Type It is of datatype Dropdown list to choose either Internal or External. A user is identified as an internal user when the user is part of your organisation. A user is identified as an external user when the user is part of your customer’s organisation. To enter external user information into User object, user’s organisation should have a record in the MDA object Company.

Activity Attendee Object 

This object is used as Timeline Activity in Reporting and Rules Engine modules. 

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

Field Name Description
Activity Id The ID of the associated Activity.
Attendee Type This field describes if the Attendee is internal or external.
External Attendee GS Id The Gainsight ID of the associated External Attendee.
External Attendee SFDC Id The SFDC ID of the associated External Attendee.
Internal Attendee GS Id The Gainsight ID of the associated internal Attendee.
Internal Attendee SFDC Id The SFDC ID of the associated internal Attendee.

GS Error Logs Object 

Note: This Object is only applicable to SFDC.

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

Field Name Description
Area Name This field is always set to ANT (Activities and Timeline).
Created Date The date time on which the error was logged for the first time.
Entity ID The ID of the associated Activity entity.
Entity Type This field is always set to Activity.
Error count Number of times the sync failed.
Exception type This field is always set to ACTIVITY_SFDC_SYNC_FAILED.
Last Modified Date The Date time on which the sync last failed.
Message The actual failure message.
Name The Name or Subject of the Activity.

 

Scorecards 2.0 Module Objects

Some of the most important MDA objects used in the Scorecards 2.0 module are described here.  For more information on other SFDC and MDA Objects used in different modules, refer to  Gainsight Object Glossary.

Scorecard Fact Object  

This object is used to store the scores of the measures in the Scorecards 2.0 module. For example; Mass Edit view in Reports, C360/R360.

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

Field Name Description
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 Object  

This object is used to store the historical scores of the measures in the Scorecards 2.0 module. For example; R360 and Habits Reports.

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

Field Name Description
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 Object  

This object is used to store the historical scores of the measures in the Scorecards 2.0 module. For example; C360 and Habits Reports.

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

Field Name Description
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 Object  

This object is used to store all the scorecard in the Scorecards 2.0 module. For example; used in Reporting.

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

Field Name Description
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 scorecard.
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 Object  

This object is used to store the measures in the Scorecards 2.0 module. For example; used in Reporting.

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

Field Name Description
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 Object  

This object is used to store the definition of the scores and scoring bands in the Scorecards 2.0 module. For example; used in Reporting.

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

Field Name Description
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.

Company Object

This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. For example; to tie scorecard built on specific Company record in MDA.

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

Field Name Description
ARR Used to store the average recurring revenue (ARR) of the customer.
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 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 scorecard in the system, but only one can be active at a time.
SFDCRelationship 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.

User (MDA)

This object is used in Scorecards 2.0, Surveys 2.0, Journey Orchestrator, Timeline, and Dashboard Builder modules. For example; to store information about users in Gainsight

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

Field Name Description
Company ID It is of datatype GSID. This has a lookup to Company object.
Created Date It is of datatype DateTime. Indicates when the record was created.
Email It is of datatype Email. Stores the Email address of the user.
External ID It is of datatype String. A unique account identifier in an external system. It identifies an account uniquely apart from Email and Name.
First Name It is of datatype String. It stores first name of a user.
Gainsight License Enabled It is of datatype Boolean (True/False). It indicates whether a Gainsight License is assigned to this SFDC User or not.
GSID GSID of a user record. For example: CSM in a Relationship or Company has a look up to this record in User object.
Is Active It is of datatype Boolean (True/False). It indicates whether a user is active in SFDC or not.
Is Active User It is of datatype Boolean (True/False). It indicates whether a user is enabled in Administration > User Management page or not.
Last Name It is of datatype String. It store the last name of a user.
Modified Date It is of datatype DateTime. Displays the date when the record was last modified.
Name It is of datatype String. It store the name of a user.
SFDC User Id It is of datatype SFDC ID. It stores the equivalent User Id of a user in SFDC.
Username It is of datatype Email. Stores username of a User. Username is unique in Gainsight and is used as a key to identify a user in Gainsight.
Manager It is of data type GSID. This field helps Admins to create User - Manager hierarchies, ‘My team’, and ‘Portfolio view’ reports.
Timezone It stores the Timezone of a user’s location. Admins can ingest a user’s timezone value from the User Management page > Manual page and through Rules Engine (Load to User Action).
Is Super Admin This field is of data type Boolean (True/False). It indicates whether a user is identified as Super Admin who has superior permissions on Dashboards and Dashboard Folders.
System Type It is of datatype Dropdown list to choose either Internal or External. A user is identified as an internal user when the user is part of your organization. A user is identified as an external user when the user is part of your customer’s organization. To enter external user information into User object, user’s organization should have a record in the MDA object Company.

Relationship (MDA) Object 


This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. For example; to store information about Relationships context in Gainsight.

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

Field Name Description
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 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 scorecard in the system, but only one can be active at a time.

Relationship Type (MDA) Object 

This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. 

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

Field Name Description
Name Name of a Relationship.
SFDC Relationship Type Id A unique Id of a Relationship Type in SFDC.

Surveys 2.0 Module Objects

Some of the most important MDA objects used in the Surveys 2.0 module are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.

Company Object 

This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. For example; to tie scorecards built on specific Company record in MDA.

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

Field Name Description
ARR Used to store the average recurring revenue (ARR) of the customer.
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 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.
SFDCRelationship 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.

User (MDA)

This object is used in Scorecards 2.0, Surveys 2.0, Journey Orchestrator, Timeline, and Dashboard Builder modules. For example; to store information about users in Gainsight

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

Field Name Description
Company ID It is of datatype GSID. This has a lookup to Company object.
Created Date It is of datatype DateTime. Indicates when the record was created.
Email It is of datatype Email. Stores the Email address of the user.
External ID It is of datatype String. A unique account identifier in an external system. It identifies an account uniquely apart from Email and Name.
First Name It is of datatype String. It stores first name of a user.
Gainsight License Enabled It is of datatype Boolean (True/False). It indicates whether a Gainsight License is assigned to this SFDC User or not.
GSID GSID of a user record. For example: CSM in a Relationship or Company has a look up to this record in User object.
Is Active It is of datatype Boolean (True/False). It indicates whether a user is active in SFDC or not.
Is Active User It is of datatype Boolean (True/False). It indicates whether a user is enabled in Administration > User Management page or not.
Last Name It is of datatype String. It store the last name of a user.
Modified Date It is of datatype DateTime. Displays the date when the record was last modified.
Name It is of datatype String. It store the name of a user.
SFDC User Id It is of datatype SFDC ID. It stores the equivalent User Id of a user in SFDC.
Username It is of datatype Email. Stores username of a User. Username is unique in Gainsight and is used as a key to identify a user in Gainsight.
Manager It is of data type GSID. This field helps Admins to create User - Manager hierarchies, ‘My team’, and ‘Portfolio view’ reports.
Timezone It stores the Timezone of a user’s location. Admins can ingest a user’s timezone value from the User Management page > Manual page and through Rules Engine (Load to User Action).
Is Super Admin This field is of data type Boolean (True/False). It indicates whether a user is identified as Super Admin who has superior permissions on Dashboards and Dashboard Folders.
System Type It is of datatype Dropdown list to choose either Internal or External. A user is identified as an internal user when the user is part of your organisation. A user is identified as an external user when the user is part of your customer’s organisation. To enter external user information into User object, user’s organisation should have a record in the MDA object Company.

Relationship (MDA) Object 

This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. For example; to store information about Relationships context in Gainsight.

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

Field Name Description
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 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.

Relationship Type (MDA) Object 

This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. 

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

Field Name Description
Name Name of a Relationship.
SFDC Relationship Type Id A unique Id of a Relationship Type in SFDC.

Survey User Answer Object 

This object is used to store information about answers responded to Survey questions in the Surveys 2.0 module.

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

Field Name Description
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 Object 

This object is used to store information about translation of survey data when a survey is multilingual in the Surveys 2.0 module. 

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

Field Name Description
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 Object 

This object is used to store information of reusable questions that can be used in multiple surveys in the Surveys 2.0 module. 

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

Field Name Description
Active Flag that indicates whether a library question is Active or not. You can use only use Active questions. 
Allow Comment Flag that indicates whether a library question allows to insert comments or not. 
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 Object 

This object is used to store information about Survey pages in the Surveys 2.0 module. 

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

Field Name Description
Display Order Display order of Survey pages.
Title Stores title of a Survey page.

 

Survey Question Object 

This object is used to store information of a survey question that is used in a Survey in the Surveys 2.0 module. 

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

Field Name Description
Active Flag that indicates whether a question is Active or not. You can use only use Active questions. 
Allow Comment (Boolean) Flag that indicates whether a question allows to insert comments or not. 
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.
Select to 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 Object 

This object is used to store information of a Survey folder that is used to store multiple library questions in the Surveys 2.0 module. 

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

Field Name Description
Name Name of the Survey Folder that stores few library questions

Survey View Object 

This object is used to store information of each Survey in the Surveys 2.0 module. 

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

Field Name Description
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 Object 

This object is used to store information about an NPS Survey and its Response in the Surveys 2.0 module. 

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

Field Name Description
Comment The NPS comment
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.
True NPS Stores the value 100 (Promoter) / 0 (Passive) / -100 (Detractor) for the NPS response. Average the values of this field to compute the True NPS categorized by Participant / Company attributes.

Survey Allowed Answer Object 

This object is used 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)) in the Surveys 2.0 module. 

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

Field Name Description
Answer Score Score assigned to each answer.
Display Order The 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 The title of the answers.

Survey Text Analytics Object 

This object is used to store information about analytics applied on the Survey comments in the Surveys 2.0 module. 

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

Field Name Description
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’.
Aspect Group Logical groups of Aspects. Ex. the Aspects “business partner” and “business need” would be grouped together under the "business" Aspect group as this is a logical way of categorizing them together.
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 categorizes.
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 Object 

This object is used to store details of Survey Participants in the Surveys 2.0 module. 

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

Field Name Description
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 (Program)/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 The first name of a participant.
Full Name The 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 The 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.

Dashboard Builder Module Objects

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

User (MDA)

This object is used in Scorecards 2.0, Surveys 2.0, Journey Orchestrator, Timeline, and Dashboard Builder modules. For example; to store information about users in Gainsight

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

Field Name Description
Company ID It is of datatype GSID. This has a lookup to Company object.
Created Date It is of datatype DateTime. Indicates when the record was created.
Email It is of datatype Email. Stores the Email address of the user.
External ID It is of datatype String. A unique account identifier in an external system. It identifies an account uniquely apart from Email and Name.
First Name It is of datatype String. It stores first name of a user.
Gainsight License Enabled It is of datatype Boolean (True/False). It indicates whether a Gainsight License is assigned to this SFDC User or not.
GSID GSID of a user record. For example: CSM in a Relationship or Company has a look up to this record in User object.
Is Active It is of datatype Boolean (True/False). It indicates whether a user is active in SFDC or not.
Is Active User It is of datatype Boolean (True/False). It indicates whether a user is enabled in Administration > User Management page or not.
Last Name It is of datatype String. It store the last name of a user.
Modified Date It is of datatype DateTime. Displays the date when the record was last modified.
Name It is of datatype String. It store the name of a user.
SFDC User Id It is of datatype SFDC ID. It stores the equivalent User Id of a user in SFDC.
Username It is of datatype Email. Stores username of a User. Username is unique in Gainsight and is used as a key to identify a user in Gainsight.
Manager It is of data type GSID. This field helps Admins to create User - Manager hierarchies, ‘My team’, and ‘Portfolio view’ reports.
Timezone It stores the Timezone of a user’s location. Admins can ingest a user’s timezone value from the User Management page > Manual page and through Rules Engine (Load to User Action).
Is Super Admin This field is of data type Boolean (True/False). It indicates whether a user is identified as Super Admin who has superior permissions on Dashboards and Dashboard Folders.
System Type It is of datatype Dropdown list to choose either Internal or External. A user is identified as an internal user when the user is part of your organisation. A user is identified as an external user when the user is part of your customer’s organisation. To enter external user information into User object, user’s organisation should have a record in the MDA object Company.

Email Assist Module Objects

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

Email Logs Object 

This object is used in Journey Orchestrator, Advanced Outreaches (Programs)Email Assist. For example; Rules/Reports based on success of email campaigns, number of Email Assist tasks sent, types of error messages being returned by systems, etc.

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

Field Name Description
Associated Field Field from the associated object.
Associated Object Object name to which an email log is associated.
Associated Value The value stored in associated field from associated object.
Batch Name The name of the Batch.
Contact Name or User Name Recipient of the email - if sent internally, User Name is populated, if sent externally, Contact Name is populated.
Event Message An 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 The name of the template
Triggered Date Date/time at which 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 The name of the variant used (Default = no variant or default variant triggered).

Activity Timeline Object 

This object is used as Timeline Activity in C360/R360 and Email Assist Tasks. For example; reports based on Timeline Activities and associated information fetched from other objects.

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

Field Name Description
Account Id An 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. This helps to fetch information from the objects Company, Relationship Type, etc.
Context Name Account/Relationship Type/CTA to which an Activity belongs.
Created by The name of the user who created an Activity.
Created Date The date on which an Activity is logged in Gainsight.
Duration (in Mins) Duration of a call or meeting in an Activity.
Last Modified By The name of the user who last modified an Activity. Currently, only the user who created an Activity can modify it.
Last Modified Date The date on which the Activity was last modified.
Notes Important notes of the Activity.
Relationship Id An 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 An email of a user who created an Activity.
User Id An unique Id that helps to fetch user information (User Name, Email, Company Name, etc.) from the MDA object User.
User Name The name of a user who created an Activity.

 

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