This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.
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This article explains which business data is required to start using Gainsight NXT and different ingestion channels to load this data into Gainsight. To start using Gainsight, load your business data into the following objects in Gainsight:
- Gainsight users as active users and non-Gainsight users those who should receive Gainsight pages like Dashboards, 360 layouts as inactive users into the Gainsight User object.
- Company’s accounts data into Company object
- Company’s contacts into Person object model
- Details about your company’s Relationship entities into the Relationship object
- Any other business data into any specific Gainsight custom objects.
Following are the resources that help you learn the Gainsight core objects and their attributes, and different ingestion channels to load data into these objects:
- Gainsight Company Object
- Admin Configuration of Company object
- Gainsight User Object
- Gainsight Person Object Model
Following are the resources that help you learn about the ingestion channels to load data into Gainsight objects:
- Primarily, you can sync User, Account, Contact data from SFDC into Gainsight using Salesforce Connector. For more information on the configuration of Salesforce Connector, refer the Salesforce Connector article.
- (Optional) If required, you can load data into Gainsight Company and Relationship objects from the Data Operation page. For more information on this, refer the Data Operation article.
- (Optional) If required, you can load user data either through manually or using CSV file from the User Management page. For more information on this, refer the Manage Users from User Management article.
- (Optional) If required, you can bulk load Person records into Gainsight from the Person Admin page. For more information on this, refer the Uploading Person Records into Gainsight article.
To learn more on the Gainsight Data Architecture, refer the Gainsight Data Management article.