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Gainsight Inc.

Data Operation

Overview

Data operation is an Administration page that helps Admins view, edit, and delete the existing records in the MDA standard objects Company and Relationship. Admins can also add new records in these standard objects through this page. It is a channel through which Admins can insert or update data in the mentioned standard objects similar to the existing connectors, S3 Connector and Gainsight Bulk API. Admins can sync SFDC data into these MDA standard objects through Gainsight Connect.

Data Operation Screen

Data_Operation.png

To visit the Data Operation page:

  1. Navigate to Administration > Data Operation.
  2. Select an MDA standard object Company or Relationship.

Admins can see the following options in the Data Operation page:

  1. Standard Objects: Select an MDA standard object Company or Relationship in which you want to view or edit the existing records and add new records.
  2. Total record count: Displays the total number of records existing in the object you have selected.
  3. Delete: If you select the record(s) that you want to delete and click this button, the selected records will be deleted. 
  4. Refresh: If you click this button, it reloads the page and displays the exact number of records available now.
  5. Manage Columns: This option helps you filter and display the records in the object as per your requirement. If you click this button, you can see all the fields available in the object to add fields, operators, and values based on your requirements. To apply the filters:
    1. Select a field in the object.
    2. Select an operator, greater or equal, greater than, less or equal, less than, etc.
    3. You can select the checkbox to include the null records while applying the filters.
    4. Click + ADD FILTER to add multiple filters. You can add operators like AND and OR between the filters while applying the filters. Applying filters will fetch the users list as per the requirement. 
    5. Click the Delete button to remove the already applied filters.
    6. Click APPLY to apply the added filters, then the records are displayed as per the selected filters.
    7. When you click the Refresh button, the applied filters are removed and all records are shown in the Data Operation page.

Manage Columns.png

  1. Filter Results: You can select the fields in the object that you want to display in the Data Operation screen. You can Check All, Uncheck All, or Apply the selected fields.

Filter Results.png

  1. + RECORD: This option helps you add new records in the object. For more information, refer the section Adding a new record.

Viewing and Editing the existing records in an object

To view or edit the information in an existing record in an object:

  1. Select an MDA standard object Company or Relationship.
  2. Click the View or Edit button in a specific record. View or Edit screen appears.
  3. In the View screen, you can view all of the system, standard, and custom fields in the object.
  4. In the Edit screen, you can edit values in the standard and custom fields but you can only view the values in the system fields in the object.
  5. To edit values in the standard or custom fields of a record, make the required changes in the Edit screen and click Update.

Viewing and Editing records.gif

  1. To identify the system fields in an object:
    1. Navigate to Administration > Data Management > [Select any standard object mentioned above].
    2. You can identify the system fields that have Data Editability value is No.

Data Editability.png

Adding a new record

To add a new record to the MDA standard object:

  1. Select an MDA standard object Company or Relationship.
  2. Click + RECORD. Add screen appears.
  3. Enter values in the standard and custom fields. You cannot enter values into the system fields.

Note: Entering a value in the Name field is mandatory.

Add a New Record.gif

Delete the existing records

CAUTION:

  • There is no way to recover the deleted record(s), so be sure before deleting the existing Company and Relationship records.
  • Deleting the Relationship or Participant records will affect any associated Programs and Outreaches. For more information on these effects, refer to Adding Participants to a Program and Create Journey Orchestrator Power Lists (aka, email contact list).
  • Make sure SFDC Customer Info and SFDC Relationship is deleted first, before using Data Operations, as GS Connect will sync to the MDA object that Data Operations pull from.

To delete an existing record in an object from the Data Operation page:

  1. Navigate to Administration > Data Operation.
  2. Select the MDA standard object, either Company or Relationship.
  3. Select the checkboxes of the records that you want to delete.

Deleting existing records (Data Operation).gif

  1. Click the Delete record button in the page header. You will get a confirmation message that has link to the current object graph to check all the dependencies. For more information on the Object Graph, refer Gainsight Data Management.
  2. Click CONFIRM to complete deleting the selected records.
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