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Gainsight Inc.

Supported Migration Items

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.

 

This article lists all items supported by the cross-org migration feature. For more information on the migration process, refer to Cross-Org Migration Overview.

Assets

This is a list of asset items supported for migration (click to expand).
  1. Rules (Custom and Bionic Rules)
  2. Reports (reports built off of the scorecard fact object are not supported at this time)
  3. Success Plans (fields in Plan Info are not supported at this time)

  4. Playbooks

  5. Surveys   

  6. Dataspaces

  7. Dashboard

  8. Email Templates

  9. Scorecards

Items supported in MDA Schema step

This is a list of supported items available for selection on the MDA Schema step (click to expand).
  1. Both Redshift and Postgres Custom objects (Low and High Volume Objects) can be migrated. 

  2. Lookup properties are not migrated and lookup fields are ignored. 

  3. Update keys configured are not migrated. 

  4. During migration, field display names will not be changed.

  5. Icons are not supported for migration.

  6. Only Standard and Custom columns are considered for migrations. 

  7. During the update, Index property is not copied. 

  8. During update, the primary property cannot be overridden or copied. 

  9. During update when the target collection has data already, the default value will not be changed. 

  10. During update when the target collection has data already, if target column has different maxLength property, the column will be ignored from the update. 

  11. Formula (or calculated) fields will not be updated. It will always be created as a new field.

  12. Support Bulk Insert for Schema and Meta.

  13. Custom to Standard object migration - custom objects created in a source org can be migrated to a target org (standard object) using the cross-org migration tool.

    • To enable this migration, this parameter needs to be set in the source and target org in the tenantMaster > configs property: "MIGRATOR_ALLOW_STANDARD_OBJECT_MIGRATION" : "true"
    • If you have any schema related to the custom object (in source org), be sure to map it in the MDA Schema step to migrate it to the Target org. 

 

Items supported in Metadata Step

This is a list of supported items available for selection on the Metadata step, broken up by section.

Picklist

This is a list of supported items for all Global, Account, and Relationship Level Picklist Configurations (click to expand).
  1. CTA Status (Alert Status) 

  2. CTA Priority (Alert Severity)

  3. CTA Snooze Reason (Relationship Activity)

  4. CTA Reason (Alert Reason)

  5. Customer Status

  6. Customer Stage 

  7. Adoption Measure

  8. Milestones

GSMetaInfo

This is a list of supported items for all Account & Relationship Level GSMetaInfo Configurations (click to expand).
  1. Objective Categories

  2. Success Plan Types 

  3. Task Type

  4. Scorecard Metric (Sc Metric)

  5. Due Date Source Type

  6. Due Date Skip Option

  7. Success Plan Status

  8. CTA Group Category

  9. CTA Types - All the Global, Account, and Relationship Type CTA Types gets migrated. 

  10. Scorecard Metric - Account level scorecard metrics are migrated. 

  11. Scoring Scheme Definition - Account level scoring scheme definitions are migrated. 

  12. Application Settings Definition - While migrating Application setting object, the following properties get migrated. 

    • Cockpit Related Configuration Parameters 

      • Cockpit Configuration (JBCXM__CockpitConfig__c)
  13. GSRelationshipType - Relationship Attributes and Card View Configuration gets migrated. If you select any metadata related to a Relationship Type will also migrate the Relationship Type. For a Rel Type to get migrated you have to select at least one related metadata. 

  14. Scorecard Configuration 

    • What We Migrate

      1. Account level scorecards metrics and scorecard scheme definitions are migrated. 

      2. Scoring Scheme Mapping - Update the configuration related to whether Color/Number/Grading scheme is enabled. 

    • What We Don’t Migrate

      1. Configuration option “Load Snapshot to Engagement every month” will not get updated. 

  15. Picklist/Multipicklist under Schema (Both Standard and Custom) data type. For more on dropdown lists, refer to Dropdown List and Multi Select Dropdown List.

  16. URL data type

  17. Bulk Insert for Schema and Meta. For more information, refer to the Bulk Insert for Schema and Meta section in this article.

Items supported in Choose Assets Step

This is a list of supported items available for selection on the Choose Assets step, broken up by section.

Rules

Custom Rules created on Data Spaces are not supported for migration. 

This is a list of rules assets supported for migration (click to expand).
  1. MDA Rules   

    • Load to MDA action is supported.

    • All the objects used must exist in the target org with the same name.

    • All the fields used in the rule must exist in target org with the exact field name and type.

    • Any lookup object or field used in the rule must have the same lookup object and field in target org. 

    • Lookup up to three-levels is supported. 

  2. Bionic Rules can be migrated. Load to Feature and Set Score action type is not supported. If a rule contains this action it will not be migrated. 

  3. Rules having Set Score as an Action Type can now be migrated.

  4. Migrate bucket details for Rules which have an S3 dataset. For more information, refer to the Migrate Rules with S3 Dataset section in this article.

Reports

This is a list of report assets supported for migration (click to expand).
  1. MDA Reports

    • Orgs must have Integration with HAPostgres. 

    • MDA object and its fields get validated during migration. Migration happens only if MDA object is successfully validated. 

    • Object validation include ObjectName, used Object fields(fieldName), dataType, and joins.

    • Duplicate Reports of the same name will not be migrated (validation from Report API). 

  2. Data Space Reports

    • Reports of type Data Space, which are present in source and Target org can be migrated. 

    • You can also migrate dataspace reports from source to target org directly if it is not present in target org. 

    • Reports which can include five level join fields created in data space.

    • If report includes a data space, it will also be migrated. 

  3. Picklist and Multi-picklist values are supported.

  4. MDA/Data Space report, if a report with the similar name is already present in target org, it cannot be migrated. 

  5. An update in data space requires an update in the associated reports, otherwise, the migration will fail. 

  6. WhoID/WhatID and Record data types can be migrated. For more information, refer to the WhoID/WhatID Data Types and RecordID Datatype sections in this article. 

Dashboard

This is a list of dashboard assets supported for migration (click to expand).
  1. The dashboard is supported in migration.

  2. All the dependent reports are also fetched and migrated along with dashboard. 

  3. If MDA report is already present, then it will be Verified in target org. 

  4. MDA and Dataspace Reports are supported.

  5. If any report fails, the associated dashboard migration fails.

Data Space

This is a list of data space assets supported for migration (click to expand).
  1. All the dependent reports also fetched and migrated along with dashboard.

  2. Unique name constraint applied, so duplicate data space (same name) cannot be migrated.

Playbooks

This is a list of playbook assets supported for migration (click to expand).
  1. All type of playbooks are supported (Company + Relationship)

  2. Playbooks get migrated along with the tasks if all the dependencies are met.

  3. Playbooks containing Email type tasks can be migrated.

Surveys

This is a list of survey assets supported for migration (click to expand).
  1. Multilingual Surveys that include static resources (languages) are now migrated when you are migrating a Survey.

  2. Surveys in any stage are migrated to the draft stage in the target org

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