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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IMPORTANT - Articles Impacted due to 6.34 October NXT Release
Due to the v6.34 October, 2022 release, this article has been impacted. Steps, images, and playable GIFs in this article will soon be updated to reflect the latest changes.
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This article explains to admins about how to configure lookup relationships on Gainsight data fields so that users can use MDA joins efficiently.
MDA joins are used to connect two different Gainsight objects, so that you can create rules or reports on these objects. Admins can create MDA Joins by creating a lookup relationship between two different Gainsight objects. Admins can join the following type of objects in Gainsight:
- Two standard objects
- Two custom objects
- Standard object to custom object
- Custom object to standard object
Business use case: Admins can use MDA Joins to merge data of Survey and Company objects:
- To create a report on the Survey Responses recorded by each Industry.
- To create a rule for Company and count of Survey responses received over the last 7 days for specific industries.
- Gainsight supports creating lookup relations only on the Gainsight objects for which joins are allowed.
- You can apply MDA joins on two Gainsight objects, if the objects have the ’Joins allowed’ property as ‘true’.
- The lookup relation between the two objects can be defined only on the GSID, String, and Email data type fields.
- Decide what needs to be put in your join table: typically the Company ID, Name, CSM information, other attributes, etc.
- At least one field that is an external identifier to your company data in Gainsight is necessary to integrate your external data with Gainsight data.
Add Lookup on a Gainsight Object
To add lookup on a Gainsight object:
- Navigate to Administration > Customer Data > Data Management (BETA). The Data Management page is displayed.
- In the Objects tab, click the three-vertical dots menu of the Object and select Edit Object. The Objects Informations page is displayed.
- (Optional) Modify the Object Display Name and Description.
- Click Next.
- Click the Expand icon to view the details of the Field.
- Click Show Advanced Options. The Advanced Options page is displayed.
- Select any of the following fields from the dropdown list to which you would like to create a lookup relation
|Object||Select the source Object to ingest data into this field.|
|Field||The corresponding fields of Object are displayed in this field. Select the source field to which lookup is added from the current field.|
This field helps you to reset the records, when the corresponding lookup record is deleted. This field has three options:
- By default, when you apply a lookup relation, LEFT OUTER JOIN is performed.
- A LEFT OUTER JOIN is performed on a base collection (the collection selected as data source).
- You can create a lookup relation on the objects up to two sub-levels. For example, Case Data > Company > Active User, where Case Data has a lookup relation on Company, and Company has a lookup relation on Active User. You cannot have a Gainsight Object containing lookup relation at the third sub-level such as Active User cannot have a lookup relation to any other Gainsight object.
- MDA Joins can be performed on the GSID, String, and Email data type fields.
For more information on Joins Type, refer to the following articles:
For more information on managing data in Gainsight, refer to the following articles:
- Gainsight Matrix Data Architecture Overview
- Gainsight Data Management
- Usage Data Overview
- Gainsight Objects
- Basic Operations in Data Management
- Advanced Operations in Data Management
- Gainsight Company Object
- Gainsight User Object
- Gainsight Person Object Model
- MDA Joins
- Data Import Lookup
- Usage Data Overview
- Dropdown List