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Gainsight Inc.

Getting Started with Rules Engine

Gainsight NXT

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.

Not sure what your team is using? Click here.

 

Rules Engine help you scale your data investment by harnessing cutting-edge technology to transform customer data into value delivered. Gainsight Rules Engine can perform multi-step, in-memory data processing to convert raw customer data to real-world action. Rules Engine can also perform multiple fetches and transformations in a single rule; including tasks to fetch data from multiple sources, merge, aggregate, pivot and then load to an object.

Datasets and Actions in Rules Engine.png


Gainsight NXT in Salesforce CRM
Content in this section supports Gainsight NXT accessing through Salesforce Login. To learn more about Gainsight NXT in Salesforce, click here.

 

Click here to expand for more information about creating Dataset from Salesforce Objects
If you have connected to Salesforce Connector, you can also use Salesforce Objects to create a Dataset. The steps and other configurations remain the same.

Salesforce Dataset.png​​

 


Sample Rules Engine High-Level Task Transformation

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Rules Engine helps you reduce the number of rules created and all MDA custom objects created, by enabling Admins to work with multiple data sets from multiple Objects; as well as process the data and perform actions.

Additional Resources

If you are viewing this article as part of the Configure Rules Engine documentation path, please use the arrows at the top of the article to proceed. Alternately, you can access these additional articles independently:

Training Resources

If you're new to Gainsight administration, we strongly encourage you to complete our free web-based training, and then to sign-up for live instructor-led sessions. In the live sessions, you'll have opportunities to hear best practices, tips and tricks for troubleshooting, and to complete practice exercises in a training org.

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