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Gainsight Inc.

Projects and Project Settings

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.

 

Introduction

This article is the second item in a series of Adoption Explorer configuration articles. Gainsight recommends you to refer the initial articles of the series and then start with this article.

This article explains how admins can create a new project and configure the settings in the project. Navigating to Adoption Explorer > Administration displays a list of existing Projects and also allows you to create a new project.

Create New Project

To create a Project:

  1. Navigate to Adoption Explorer > Administration.

  2. Hover on the project name and click to edit the existing project (or) Click New Project on the top right corner, to create a new project. You will be navigated to the project Settings page where you can configure Basic and/or Advanced settings.

Configure Basic Settings

To configure basic settings:

  1. Enter the Project Name.

    Note: All the Objects created out of this Project are stored in Data Management, and the name of the Objects will always start with the Project Name assigned here. For Ex: If your project name is ABC Analytics, created to track the usage analytics for customer ABC International, then the object name in Data Management is tagged with project name and becomes ABC Analytics - Company/Person usage Info. Where Company/Person Time Series Daily  are the out of the box Adoption Explorer objects created at Company/Person level.

Basic.png

  1. Select Source Type: Select the Bring data from PX ? checkbox, if you want to bring your usage data from the Gainsight PX. Enabling this checkbox will pull the pre-aggregated Feature usage data and Engagement data from Gainsight PX to provide you with quick insights via out of the box metrics and layouts. Once you select the Bring data from PX ? checkbox, the Daily and Weekly checkboxes of the Company and Person level usage data will get selected automatically.

    Notes: Before you enable the checkbox, make sure that you have already established a connection between Gainsight PX and Gainsight CS, using PX Connector. For more information on Gainsight PX-Gainsight CS integration, refer to the Enable Gainsight PX Data in Adoption Explorer article.

  1. I have data to ingest at: In this option, you can configure the Company and Person Level Usage Data.

    1. Company/Customer:

      1. Select the Daily checkbox to create a Company Time Series Daily Object.
        Note:If you select the Daily checkbox, you will see that the checkbox for Weekly is also selected automatically, which means Daily usage data is automatically rolled-up to weekly.
      2. Select only the Weekly checkbox, if you want only the Company Time Series Weekly Object to be created.
      3. Select the Entitlement Data checkbox to create Company Entitlement Object. 
      4. Create lookup with Company: From the Create Lookup with Company dropdown list, select the External ID field (a GS Company attribute) that uniquely identifies the Companies in Gainsight’s Company Object. This mapping creates a lookup for Customer identifier to the Gainsight's Company object, and resolves the external Customer/Company identifier in usage data to Gainsight Company record.
  • To enable this project in C360, External Id in the Adoption Explorer object must be mapped to the external identifier field in the Gainsight's Company Object.
  • Alternatively, you can also create a custom field in the Gainsight's Company object from the Data Management page, and load the external ids (customer identifier records) into that field, and then map with the External ID field in the Adoption Explorer object. 

  1. Person/User:
    1. Select the Daily checkbox to create a Person Time Series Daily Object.
      Note:If you select the Daily checkbox, you will see that the checkbox for Weekly is also selected automatically, which means Daily usage data is automatically rolled-up to weekly.
    2. Select only the Weekly checkbox, if you want only the Person Time Series Weekly Object to be created.
    3. Select the Entitlement Data checkbox to create Person Entitlement Object.
    4. Create lookup with Person/Company Person: Select Person or Company Person, based on your business requirement. From the Create Lookup with Person/Company Person dropdown list, select the ID field (Person/Company Person attribute) that uniquely identifies the Person records in Gainsight’s Person/Company Person object.  This mapping creates a lookup for AE PersonID to the GS Person/Company Person object, and resolves the external Person identifier in usage data to Gainsight Person/Company Person record.

      Business Use Case: For instance, assume a person named Andy is working with a company called ABC as a Software Engineer, and as a consultant for a company called XYZ. Assume, Andy’s record with company ABC is stored in Person object, but Andy’s record with company ABC and XYZ are stored in Company Person object. So, when you map AE Person identifier to Person Object, usage reports created in AE gets you only the details of Andy’s contribution to ABC company. But, if you want to get the actual details of the person’s usage data from each company based on the person’s Role/Title in the company, you must map AE person identifier to Company Person object.
  1. Do you have data at: Select the Instance Level checkbox if the ingested data has instance level data.

    1. Instance Level: Instance in Adoption Explorer refers to anything ranging from Company Subdivision, Locations, Departments, etc. For example, Gainsight is a Company, Gainsight India and Gainsight USA are the instances of Gainsight.
      Note: Once the project is saved, you cannot modify this setting.

    2. Aggregate data by Instance: Select this checkbox, if you want to track Company and Instance level in that specific project.

    3. Create lookup with Relationship: From the Create lookup with Relationship dropdown list, select the External ID (GS Relationship attribute) that uniquely identifies the Relationships in Gainsight’s Relationship Object. This mapping creates a lookup for AE InstanceID to the GS Relationship object, and resolves the external Instance identifier in usage data to Gainsight Relationship record.

    4. Default External Company Id: Enter the Default External Company Id. This value will be used when a Company Id is missing at instance value. 

    5. Default External Company Name: Enter the Default External Company Name. This value will be used when a Company Name is missing at instance value. 

  2. Click Create
    Notes: You can create a project by configuring Basic settings as mentioned above. If you want to create a project by configuring Advanced settings, refer to the below section. You can also configure Advanced Settings, once after you Save the Project with Basic settings.

Configure Advanced Settings

To configure advanced settings:

  1. Click the Show Advanced Settings option. Advanced Settings window appears. Configure the following options:

    1. Enter Project Schedule Time, at which the data ingestion begins from the external sources. The project schedule time is the Org time zone, and you can see the org time zone converted to the user time zone in the Schedule & Availability Info section.
      Note: Ensure that all your sources are available before the scheduled time.

Time [2].png

  1. Enter the email addresses in the Send Success Notification To textbox, to send success notifications to those emails.
  2. Enter the email addresses in the Send Failure Notification To textbox, to send failure notifications to those emails.
  3. Select the Send Download links in notification Email ? checkbox, to send download links in the notification email.
  4. Once you configure the advanced settings, click Close
  1. Click Create

Schedule & Availability Info  

You can view the Schedule & Availability information in the Advanced Settings page.

Available Sources 

Once you configure external sources in a project, all the configured data sources and the delay time in usage data availability are shown in this section.

Currently, Adoption Explorer supports the following data sources:

  • Amazon S3 (S3): Usage data from S3 will be ingested into the Adoption Explorer objects in 24 hours.

  • Gainsight: Usage data from Gainsight will be ingested into the Adoption Explorer objects in 24 hours.

  • Google Analytics (GA): Usage data from GA is available after 48 hours, so in Adoption Explorer if any GA source is configured, data will be ingested into the Adoption Explorer objects in 72 hours.

  • Salesforce (SFDC): Usage data from SFDC will be ingested into Adoption Explorer objects, in 24 hours.

  • Postgres: Usage data from Postgres will be ingested into the Adoption Explorer objects in 24 hours.

  • Redshift: Usage data from Redshift will be ingested into the Adoption Explorer objects in 24 hours.

  • MySQL: Usage data from MySQL will be ingested into the Adoption Explorer objects in 24 hours.

  • Snowflake: Usage data from Snowflake will be ingested into the Adoption Explorer objects in 24 hours.

If an Adoption Explorer object is configured with more than one data source type, schedule will happen at the farthest availability time of the data source. For example, if a Company Time Series (Daily) Object is configured with S3 and GA sources, the schedule will happen in 72 hours, as 72 hours is the farthest availability time.

Schedule Info 

This section displays an overview of the project schedule information, like:

  • Last Run For Date

  • Last Run Status

  • Next Run For Date

  • Next Schedule At (Org Time Zone converted to the User Time Zone)

  • Timezone

Note: You can see the Schedule Info only when the project is in Active status. 

RunForDate Vs ScheduleDate

  • RunForDate is the date which belongs to the Usage Data. For example, if a User has viewed 10 pages on 2020-01-01 and if this information is tracked on Google Analytics, then “2020-01-01” is the RunForDate.

  • ScheduleDate is the date on which the usage data from GA is ingested into the Adoption Explorer object. The maximum wait time for the usage data to be ingested into the Adoption Explorer object is 72 hours, so the schedule date will be on “2020-01-04”.

Info.png

Once you have configured the project settings, you can now ingest usage data into the Adoption Explorer objects created. For information on how to ingest usage data into the Adoption Explorer objects, refer to the Configure Adoption Explorer Objects article.

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