Gainsight provides the following objects as part of its Data Management:
- Standard Objects
- Custom Objects
- System Objects
All customer orgs are provisioned with the following standard objects:
- Relationship Type
These standard objects store important customer data like Company, Account/Relationship and user information in Gainsight's Matrix Data Architecture (MDA). This lets the users to perform actions from other functionalities in Gainsight application directly on the standard objects. For more information on the User object, refer Gainsight User Object.
You can view the standard objects in Administration > Data Management as shown in the following image.
A set of standard fields with predefined mappings are shipped by Gainsight. Customers can add custom fields, update schema of the custom fields, and implement Read and Join tasks (from Reporting, CoPilot, and Scorecards). Gainsight Connect helps you to import data from Salesforce to MDA standard objects. Admins can import data into the standard objects from a CSV file through S3 Connector and Gainsight Bulk API. Admins can view and edit the existing records in the MDA standard objects Company, Relationship, and Relationship Type through Data Operation Admin page. Admins can also add new records in these standard objects through this page. Once data is imported into the standard fields, Admins cannot delete it.
The standard objects are visible in the Rules Engine under the source only when there is an MDA join.
You can import data in these objects using:
Gainsight Person Object Model
Gainsight Person is an object model that has unique records to represent people in the real world.
Let’s consider a person named John Damon who works at Acme and look at the attributes that we would like to store about John. The attributes can be divided into three categories:
- The personal attributes of John like his Name, Email, Mobile phone, Twitter profile, LinkedIn profile, etc.
- The attributes of John while working at Acme that includes Company name, Title/Designation, Office phone, Manager, etc.
- The attributes of John associated to a Relationship at Acme like a project implementation or business unit. In this scenario, the attributes are like Role, etc.
The above three categories of attributes are stored in the Person object model in the following three MDA objects:
- Company Person (Equivalent to Contact)
- Relationship Person
For more information on the Gainsight Person object model, refer Gainsight Person Object Model.
Standard objects have the following fields:
|Schema Editability?||Data Editability?|
These Objects are set up, shipped and controlled entirely by Gainsight. They are system driven and cannot be customised or modified by Admins. In these objects, neither the schema nor the data is editable. Data cannot be uploaded or deleted from system objects. A good example for a System Object is Zendesk (support ticket data). Admins can view the system objects in Administration > Operations > Data Management.
Admins can create and edit the Custom Objects and can control them. In these objects, the schema is editable and the data can be uploaded, used, and deleted. There are three system fields: GSID, GS Created Date, and GS Modified Date generated automatically in all the custom objects. These are system driven fields and cannot be customised or modified by Admins. Admins can manage the custom fields in Administration > Operations > Data Management. Data can be imported into the custom objects through Gainsight S3 Connector and Gainsight Bulk API.