The following table contains a list of all of the Rule Assets that are currently available in Vault. Click the asset name to open the asset preview window in Gainsight. If you are not currently logged in to Gainsight, you will be directed to login. From the preview window, you can also configure and download the asset into your org.

Tip: Right-click on the asset hyperlink to open the asset preview in a new window.

Folder Sub-folder Rule Title Description Asset Link
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Opportunity Lay CSM Transition Milestone V1 PURPOSE: Looks to see if the CSM has changed in the past week and lays a milestone if so; CUSTOM FIELDS: Yes, UsageData::CSM Snapshot; SCHEDULE: Weekly https://jbcxm.na7.visual.force.com/apex/vault?id=cs86ctgi7jzvcfza41j0i66qs
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Opportunity Create Renewal CTA based on Renewal Date V1 PURPOSE: Fire a CTA to engage in Renewal conversation 90 days ahead of a customer's Renewal Date; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=ch5f7rp37ks2ffpaj6tvbocj3
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Opportunity Change Stage, Milestone, CTA for Kickoff, Launched, Adopting from Closed CTAs V1 PURPOSE: When New Customer Kickoff, Onboarding, or Move to Adopting CTAs are closed, change the customer's stage, lay a Milestone, and trigger the next lifecycle CTA; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=fjcju9oa9sv41ytt1134za2pk
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Opportunity Load to Customer Info Kicked Off, Launched, Adopting Date from Milestones V1 PURPOSE: Take the Date of key lifecycle milestones and push them to custom fields on Customer Info, so the data is visible from other objects; CUSTOM FIELDS: CustomerInfo::Kicked-Off Date, Launched Date, Adopting Date; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=f8kmlnbp8ze0csjp18vnh3sza
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Opportunity Add New Customer, Lay Milestone, Create CTA based on Won Opportunity V1 PURPOSE: To add a new customer to Gainsight the morning after their SFDC Opportunity is won. Maps the ARR & OCD but other values need to be added by the admin. Also adds a New Customer milestone & CTA; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=22l48mf55jxgwrbe902tefdb8
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Opportunity Create New Renewal Opportunity Based on Closed New Business or Renewal PURPOSE: When a New Business or Renewal Oppty closes, create a new Renewal Opportunity; CUSTOM FIELDS: None. SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=badpl8as6mg0rk3hc9uav1hr7
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Opportunity: Split out Rules Add New Customer based on Closed/Won Opportunity V1
 
PURPOSE: To add a new customer to Gainsight the day after their SFDC Opportunity is won. Maps the ARR & OCD but other values need to be added by the admin; CUSTOM FIELDS: None; SCHEDULE: Daily. https://jbcxm.na7.visual.force.com/apex/vault?id=6e6fc2xmoxi2zixas8pp9a9bm
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Opportunity: Split out Rules Lay New Customer Milestone based on Won Opportunity V1 PURPOSE: Lay a New Customer milestone the day after a New Business Opportunity is Closed/Won. Customer must first be added to Gainsight; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=2qekusfutine2ixelxn51nq5w
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Opportunity: Split out Rules Create New Customer Kickoff CTA based on Won Opportunity V1 PURPOSE: Creates a New Customer Kickoff CTA the day after a New Business Opportunity is marked as Closed/Won to aid with onboarding. Customer must first be added to Gainsight; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=5ccbgeru1indoe89uz2wnb6z1
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Opportunity: Split out Rules Stage to Kicked-off, Lay Milestone, Create Onboarding CTA from Closed CTAs V1 PURPOSE: When New Customer Kick-off CTA is closed, change the customer's stage to Kicked Off, lay a Kicked Off Milestone, and create an Onboarding CTA; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=ob0ra9l31j2pu8j2pf93gysn
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Opportunity: Split out Rules Stage to Launched, Lay Milestone, Create Adopting CTA from Closed CTAs V1 PURPOSE: When New Customer CTA is closed, change the customer's stage to Launched, lay a Launched Milestone, and create a Move to Adopting CTA; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=g8ge5nooni8gs6bh58340tgfo
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Opportunity: Split out Rules Stage to Adopting, Lay Milestone from Closed CTAs V1 PURPOSE: When an Move to Adopting CTA is closed, change the customer's stage to Adopting and lay an Adopting Milestone; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=5r68v8rhbei1zhg5q4omytru7
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Original Contract Date Add New Customer based on Closed/Won Opportunity V1
 
PURPOSE: To add a new customer to Gainsight the day after their SFDC Opportunity is won. Maps the ARR & OCD but other values need to be added by the admin; CUSTOM FIELDS: None; SCHEDULE: Daily. https://jbcxm.na7.visual.force.com/apex/vault?id=31dncr62r2bl3u8fq7hf6y1s3
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Original Contract Date Lay CSM Transition Milestone V1 PURPOSE: Looks to see if the CSM has changed in the past week and lays a milestone if so; CUSTOM FIELDS: Yes, UsageData::CSM Snapshot; SCHEDULE: Weekly https://jbcxm.na7.visual.force.com/apex/vault?id=ee219wrlc8msrrte61ac34zov
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Original Contract Date Create Renewal CTA based on Renewal Date V1 PURPOSE: Fire a CTA to engage in Renewal conversation 90 days ahead of a customer's Renewal Date; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=1y69afu0lee0qtkef9w3aj2el
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Original Contract Date Change Stage, Milestone, CTA for Kickoff, Launched, Adopting from Closed CTAs V1 PURPOSE: When New Customer Kickoff, Onboarding, or Move to Adopting CTAs are closed, change the customer's stage, lay a Milestone, and trigger the next lifecycle CTA; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=4xsmj042253hm0kp6a9u0gqj0
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Original Contract Date Lay New Customer Milestone, Create CTA based on Original Contract Date V1 PURPOSE: Lay a New Customer Milestone and trigger a New Customer CTA the day after Original Contract Date; CUSTOM FIELDS: None; SCHEDULING: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=ai7khl70hwbziya27dpxzcfj4
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Original Contract Date Load to Customer Info Kicked Off, Launched, Adopting Date from Milestones V1 PURPOSE: Take the Date of key lifecycle milestones and push them to custom fields on Customer Info, so the data is visible from other objects; CUSTOM FIELDS: CustomerInfo::Kicked-Off Date, Launched Date, Adopting Date; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=gfqjq8qvfraikk2bwte7zkglx
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Original Contract Date Create Anniversary Milestone 1: 1-year Anniversary V1 PURPOSE: Create a milestone to mark customer's 1-year Anniversary; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=1ivw9lg0b65znx5vu9ug8tvs3
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Original Contract Date Create Anniversary Milestone 2: 2+ year Anniversaries V1 PURPOSE: Create a milestone to mark customer's Anniversaries for every year after their 1st, based on the 1st-year milestone; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=ar355pwnyuc5g0qprc3197mfd
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Original Contract Date: Split out Rules Create New Customer Kick-off CTA based on Original Contract Date V1 PURPOSE: Trigger a New Customer CTA the day after Original Contract Date; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=fxr6c94ysrgfmf7svwglz93yn
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Original Contract Date: Split out Rules Lay New Customer Milestone based on Original Contract Date V1 PURPOSE: Lay a New Customer Milestone for the day of Original Contract Date; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=2z5qx0pm1mdbfvfq8rgv0ogzn
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Original Contract Date: Split out Rules Stage to Kicked-off, Lay Milestone, Create Onboarding CTA from Closed CTAs V1 PURPOSE: When New Customer Kick-off CTA is closed, change the customer's stage to Kicked Off, lay a Kicked Off Milestone, and create an Onboarding CTA; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=5r19jy1nd1nr75jxkv9s0nk3q
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Original Contract Date: Split out Rules Stage to Launched, Lay Milestone, Create Adopting CTA from Close CTAs V1 PURPOSE: When New Customer CTA is closed, change the customer's stage to Launched, lay a Launched Milestone, and create a Move to Adopting CTA; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=ecnohgz5hgzvj68r7lom2y7jy
Operationalize Customer Lifecycle Lifecycle Design: Rules based off Original Contract Date: Split out Rules Stage to Adopting, Lay Milestone from Closed CTAs V1 PURPOSE: When an Move to Adopting CTA is closed, change the customer's stage to Adopting and lay an Adopting Milestone; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=xktvk3igb9h64igx9ark36yd
Operationalize Customer Lifecycle Executive Business Reviews Create first EBR CTA based on Original Contract Date V1 PURPOSE: Fires the first EBR CTA 150 days after a customer's Original Contract Date; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=dhc6rs4616so8lvttbuxijliu
Operationalize Customer Lifecycle Executive Business Reviews Create EBR CTAs based on previous EBR milestone V1 PURPOSE: Fires an EBR CTA every 6 months after the previous EBR's milestone; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=bb8crnncq4903f7iz7gtoiexr
Operationalize Customer Lifecycle Executive Business Reviews Lay EBR Milestone based on closed EBR CTA V1 PURPOSE: Lays a milestone after an EBR CTA is closed; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=jmqe0a6yd1gv7p34o1xo43k3
Operationalize Customer Lifecycle Sales-to-CSM Handoffs Create CTA for Sales-to-CSM Handoff V1 PURPOSE: To automatically create Sales-to-CSM Handoff CTAs after a new customer signs; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=eqhdxkc5e04bchoehxhqj6bdq
Operationalize Customer Lifecycle Team Planning Load to Customer Info the CSM Team based on Current CSM V1 PURPOSE: To allow easier segmentation of your customers in Rules and Reports. Make a new rule for each CSM Team; CUSTOM FIELDS: CustomerInfo::CSM Team (picklist); SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=ddyt7bbecebkwrfi4bo9a0vtk
Operationalize Customer Lifecycle Team Planning Load to Customer Info to Reset CSM Teams V1 PURPOSE: Reset all CSM Team values to No Team, if needed for any reason; CUSTOM FIELDS: CustomerInfo::CSM Team (picklist); SCHEDULE: None, run manually as needed https://jbcxm.na7.visual.force.com/apex/vault?id=ewtswxchhk5rlzjsvidqg40ha
Operationalize Customer Lifecycle Team Planning Load to Customer Info User Bucket based on Number of Users V1 PURPOSE: To allow for cleaner segmentation and grouping in reports, assign each customer an User Bucket based on their current number of Users; CUSTOM FIELDS: CustomerInfo::User Bucket; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=4h6o6wos06s7wdup44gv91p1u
Operationalize Customer Lifecycle 1: Many Communication Email Engagement: Create Opportunity CTA for Contact with High Email Open Rate PURPOSE: Trigger a CTA when a Contact has a very high open rate to an automated CoPilot email. Could indicate a potential advocate/sponsor. Since source data is in MDA, these CTAs are only assigned to a Default Owner and not a CSM. CUSTOM FIELDS: None. SCHEDULE: Weekly https://jbcxm.na34.visual.force.com/apex/vault?id=g2ljay449szltrju2gkfib01r
Operationalize Customer Lifecycle 1: Many Communication Email Engagement: Risk CTA for Customer with No Email Opens for One Outreach PURPOSE: Trigger a CTA when a Customer has not opened any of your emails from a given Copilot Outreach (specify in filters). Since source data is in MDA, these CTAs are only assigned to a Default Owner and not a CSM. CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=fsmtvhylq0eefq6zkmiydru64
Operationalize Customer Lifecycle 1: Many Communication Email Engagement: Risk CTA for Customer with No Email Opens for Past Month PURPOSE: Trigger a CTA when no Contacts at a Customer have opened any CoPilot emails in the past month. Since source data is in MDA, these CTAs are only assigned to a Default Owner and not a CSM. CUSTOM FIELDS: none; SCHEDULE: Weekly https://jbcxm.na34.visual.force.com/apex/vault?id=6raph2b43n09hwigjoe8bgzlf
Operationalize Customer Lifecycle 1: Many Communication Set Engagement Score to NA PURPOSE: To set Engagement Scorecard value to NA before running the Set Score rule. CUSTOM FIELD: None SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=gg2rc0wqcl1uh0gkvgbm47t2e
Operationalize Customer Lifecycle 1: Many Communication Set Score based on Email engagement PURPOSE: Set score based on Email engagement. CUSTOM FIELDS: None SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=24yuq94jya61swd9uareo0qxr
Operationalize Customer Lifecycle 1: Many Communication Email Engagement: Create CTA for Unsubscribed Contact PURPOSE: Trigger a CTA when a Contact unsubscribes from an outreach. CUSTOM FIELDS: None SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=7iidej3z963gx6jzft84tibm6
Operationalize Customer Lifecycle 1: Many Communication Trigger CTAs on Bounced Emails PURPOSE: Trigger CTA when email sent through Gainsight experiences a hard or soft bounce. CUSTOM FIELDS: None SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=41xne9c9kd7nlwbccr7m9j3y0
Operationalize Customer Lifecycle 1: Many Communication Create CTA if no open CTAs for account in 60 days PURPOSE: To create a CTA if an account has not had any open CTAs created in the past 60 days. Uses the data unavailable toggle. CUSTOM FIELDS: none; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=dlj8x3hje5tbmeqtzoin756e4
Operationalize Customer Lifecycle 1: Many Communication Accounts that haven't had a CTA in 60 days PURPOSE: Identify accounts that haven't received recent attention so you can proactively engage with them; CUSTOM FIELDS: none https://jbcxm.na7.visual.force.com/apex/vault?id=dlj8x3hje5tbmeqtzoin756e4
Operationalize Customer Lifecycle 1: Many Communication Load last Copilot touch to Customer Info PURPOSE: Load last Copilot touch to Customer Info CUSTOM FIELD: Customer Info:: Last Copilot Touch SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=65f478keuhtrnqwxknrb22obq
Manage Customer Risk Habits Risk Habits Risk 1: Identify Daily Active Users V1 PURPOSE: Identify Daily Active Users based on their Usage. Any usage field can sub for Page Views; CUSTOM FIELDS: UsageData::Page Views and UsageData::Daily Active Users; SCHEDULE: Weekly, once Usage Data has been populated with last week's usage. https://jbcxm.na7.visual.force.com/apex/vault?id=5q3oziuqkyl8k390odah9mgof
Manage Customer Risk Habits Risk Habits Risk 2: Sum Daily Active Users and Page Views to Account Level V1 PURPOSE: Identify Daily Active Users based on their Usage; CUSTOM FIELDS: UsageData::Page Views and UsageData::Daily Active Users; SCHEDULE: Weekly. Run after Habits Risk 1 Rule. https://jbcxm.na7.visual.force.com/apex/vault?id=2c74wldezci2wdedwi8y29no3
Manage Customer Risk Habits Risk Habits Risk 3: Set Score Based on Percentage of Daily Active Users V1 PURPOSE: Use a Calculated Field to determine the percentage of Daily Active Users. Then set Habits Score based on that percentage; CUSTOM FIELDS: UsageData::Page Views and UsageData::Daily Active Users; SCHEDULE: Weekly, after Habits Risk 2 Rule. https://jbcxm.na7.visual.force.com/apex/vault?id=f17zdh17k1nlb3pnsbty8ol8y
Manage Customer Risk Habits Risk Load 0s to Usage Data (USERLEVEL) for Recent Users V1 PURPOSE: Load 0s for Users with Usage in the past 90 days. Then use subsequent rules to lay data on top of these 0s. Update the Setup Action to your Week Label configuration; CUSTOM FIELDS: UsageData::Page Views (number); SCHEDULE: Weekly https://jbcxm.na7.visual.force.com/apex/vault?id=44pmphef6lrel8flhzd0sz9pm
Manage Customer Risk Habits Risk Load 0s to Usage Data (ACCOUNTLEVEL) for Active Customers V1 PURPOSE: Load 0s into Usage Data for each Active customer. Then use subsequent rules to lay data on top of these 0s. Update the Setup Action according to your Week Label configuration; CUSTOM FIELDS: UsageData::Page Views (number); SCHEDULE: Weekly https://jbcxm.na7.visual.force.com/apex/vault?id=bu305ri44wixrogfl538igjs7
Manage Customer Risk Habits Risk Create Usage Drop CTA When Usage Falls >50% Compared to Prior 3 Week Avg V1 PURPOSE: Identify risky drops in Usage. A Calculated Field compares usage from the past week to the prior 3 week average and triggers a CTA if the drop is more than 50%; CUSTOM FIELDS: UsageData::Page Views; SCHEDULE: Weekly https://jbcxm.na7.visual.force.com/apex/vault?id=74c2dj74ez5btsfnxiqftc1zh
Manage Customer Risk Habits Risk Create Usage Drop CTA When Usage Rises >50% Compared to Prior 3 Week Avg V1 PURPOSE: Identify quick rises in Usage. A Calculated Field compares usage from the past week to the prior 3 week average and triggers a CTA if the increase is more than 50%; CUSTOM FIELDS: UsageData::Page Views; SCHEDULE: Weekly https://jbcxm.na7.visual.force.com/apex/vault?id=awt4qlormg6y7aczrqenkko4e
Manage Customer Risk Sentiment Risk Create CTAs based on Yesterday's NPS Responses V1 PURPOSE: To avoid configuring NPS CTAs for each Survey, use this Rule to trigger a CTA for every NPS Response; CUSTOM FIELDS: None; SCHEDULE: Daily at 12:00AM https://jbcxm.na7.visual.force.com/apex/vault?id=2c1t7firvy1bz3u5fyxu4ry6a
Manage Customer Risk Sentiment Risk Create Fatigue Risk CTA based on existing Flagged Risk CTAs V1 PURPOSE: Fires a Fatigue Risk CTA if 3+ Flagged Risk CTAs have been opened in the past 6 months; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=6aw7lytyx1l1c60ancwm5bnnu
Manage Customer Risk Sentiment Risk Sentiment Risk: Set Score 1: Set Greens V1 PURPOSE: Resets Default Values (Green) for Sentiment Risk Scorecard Measure. CUSTOM FIELDS: None; SCHEDULE: Daily, right before Sentiment Risk Set Score 2 rule https://jbcxm.na7.visual.force.com/apex/vault?id=eruispkxn5gwdx4ks4n9iezj6
Manage Customer Risk Sentiment Risk Sentiment Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 PURPOSE: Loads Red/Yellow values to Sentiment Risk Scorecard based on open and flagged CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na7.visual.force.com/apex/vault?id=2ozlrhhliry8faahplwectb05
Manage Customer Risk Sentiment Risk Create Milestone for NPS Survey Response V1 PURPOSE: To create a milestone each time a customer responds to an NPS Survey; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=3y8ishtxzfthap5qp9sfkqwy0
Manage Customer Risk Sentiment Risk NPS Bucketing 1: Load Default to Customer Info V1 PURPOSE: Set all customers' Average NPS Bucket to No Recent Responses. Rule 2 will then write over this for the accounts that have recent responses; CUSTOM FIELDS: CustomerInfo::Average NPS Bucket (picklist); SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=ddq8o5pd65y3gpzq96hpvyeif
Manage Customer Risk Sentiment Risk NPS Bucketing 2: Load Promoter, Passive and Detractor to Customer Info V1 PURPOSE: Sets an average NPS Bucket based on the trailing 6 month average. This allows for easier segmentation and Group By in Report Builder; CUSTOM FIELDS: CustomerInfo::Average NPS Bucket (picklist); SCHEDULE: Daily, after NPS Bucketing Rule 1 https://jbcxm.na7.visual.force.com/apex/vault?id=a3kggiou7e1ub92ytv44oxtfb
Manage Customer Risk Company Risk Company Risk: Set Score 1: Set Greens V1 PURPOSE: Resets Default Values (Green) for Company Risk Scorecard Measures; CUSTOM FIELDS: None; SCHEDULE: Daily, before Company Risk Set Score 2 rule https://jbcxm.na7.visual.force.com/apex/vault?id=ea4lccgrmq430ykuazpnpu6gm
Manage Customer Risk Company Risk Company Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 PURPOSE: Loads Red/Yellow values to Company Risk Scorecard based on open and flagged CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na7.visual.force.com/apex/vault?id=egitdnv6zkbe9fibpqfx2uhch
Manage Customer Risk Company Risk Create Sponsor Tracking CTA V1 PURPOSE: Sponsor tracking rule to alert when there has been a change in a Business Sponsor's information; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=cf7huqk9dni45ie0cbd2c2w7c
Manage Customer Risk Bugs Risk Create Bugs Risk CTA for SFDC Case marked as Verified Bug V1 PURPOSE: To create a Risk CTA when a Support Ticket/SFDC Case is officially marked as a Bugs Risk; CUSTOM FIELDS: Add 'Verified Bug' to the SFDC Case::Status field; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=gfykmmmmip83e7g8k98vq23x7
Manage Customer Risk Bugs Risk Bugs Risk: Set Score 1: Set Greens V1 PURPOSE: Resets Default Values (Green) for Bugs Risk Scorecard Measures; CUSTOM FIELDS: None; SCHEDULE: Daily, before Bugs Risk Set Score 2 rule https://jbcxm.na34.visual.force.com/apex/vault?id=gyhdfntc6kwiimntmzwdhfxku
Manage Customer Risk Bugs Risk Bugs Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 PURPOSE: Loads Red/Yellow values to Bugs Risk Scorecard based on open and flagged CTAs; CUSTOM FIELD: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na34.visual.force.com/apex/vault?id=7w6s65ayums1xz1jd9am99wzx
Manage Customer Risk Product Risk Create Product Risk CTA for SFDC Case marked as Product Risk V1 PURPOSE: To create a Risk CTA when a Support Ticket/SFDC Case is officially marked as a Product Risk; CUSTOM FIELDS: Add 'Product Risk' to the SFDC Case::Status field; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=5grtxk0pgo699hz5jllnjykat
Manage Customer Risk Product Risk Product Risk: Set Score 1: Set Greens V1 PURPOSE: Resets Default Values (Green) for Product Risk Scorecard Measures; CUSTOM FIELDS: None; SCHEDULE: Daily, before Product Risk Set Score 2 rule https://jbcxm.na34.visual.force.com/apex/vault?id=13hr0eati4m917v4ql11w890s
Manage Customer Risk Product Risk Product Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 PURPOSE: Loads Red/Yellow values to Product Risk Scorecard based on open and flagged CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na34.visual.force.com/apex/vault?id=4e0sngxbbll9robnb6cm4obpk
Manage Customer Risk Support Risk Support Risk: Create CTA for Case Open 21 Days V1 PURPOSE: Trigger a CTA for a Case open for 21 days. The Support Risk Scorecard can then be set based off the presence of these CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=cfw8wonjjkn42ynawbek7sbr6
Manage Customer Risk Support Risk Support Risk: Create CTA for New Open High Priority Case V1 PURPOSE: Trigger a CTA when a High priority case has been made in the past day. The Support Risk Scorecard can then be set based off the presence of these CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=ct25a20xs8qyyy83yb3y1jacp
Manage Customer Risk Support Risk Support Risk: Create CTA for 5+ Cases in the Past Week V1 PURPOSE: Trigger a CTA when a customer opens 5 Cases in a week. The Support Risk Scorecard can then be set based off the presence of these CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na7.visual.force.com/apex/vault?id=4plmmkylzwrruke15nqk0goxd
Manage Customer Risk Support Risk Support Risk: Set Score 1: Set Greens V1 PURPOSE: Resets Default Values (Green) for Support Risk for all active customers; CUSTOM FIELDS: None; SCHEDULE: Daily. Schedule your other Support Set Score Rules to run immediately after. https://jbcxm.na7.visual.force.com/apex/vault?id=7cpwm7p0r2f547a96eowxdw7u
Manage Customer Risk Support Risk Support Risk: Set Score 2: Set Yellows based on CTAs V1 PURPOSE: Loads Yellow values to Support Risk Scorecard based on open CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, following the Support Risk: Set Score 1 Rule. https://jbcxm.na7.visual.force.com/apex/vault?id=3nbx3ryq9qusbyymg9sax3zi
Manage Customer Risk Support Risk Support Risk: Set Score 3: Set Reds based on Flagged CTAs V1 PURPOSE: Loads Red values to Support Risk Scorecard based on flagged CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, after the Support Risk: Set Score 2 https://jbcxm.na7.visual.force.com/apex/vault?id=24czjncmvqetjm8uminyjxwg5
Demonstrate Value Management Visibility Create CTA for Monthly Chatter Updates V1 PURPOSE: Fires a monthly CTA to remind CSMs to post Chatter Updates for their accounts; CUSTOM FIELDS: None; SCHEDULE: Monthly https://jbcxm.na7.visual.force.com/apex/vault?id=gqcsh1kwhwml5gnicdpxcsgx0
Demonstrate Value Management Visibility Create CTA for Weekly Flagged Risk Chatter Updates V1 PURPOSE: Fires a CTA to remind CSMs to provide weekly Chatter Updates for their 'flagged risk' customers. You can also apply a Reason filter if you'd like to flesh out your Chatter Update CTAs by Risk Type; CUSTOM FIELDS: None; SCHEDULE: Weekly https://jbcxm.na7.visual.force.com/apex/vault?id=2g8m7f0b4ek61gxyhnhenncvn
Demonstrate Value Financial Reporting Load ARR to Usage Data for Weekly ARR Snapshot V1 PURPOSE: To take a weekly snapshot of how much ARR exists in each Account (very helpful for financial reporting over time); CUSTOM FIELDS: Usage Data::ARR Snapshot; SCHEDULE: Weekly, on early Sunday morning https://jbcxm.na34.visual.force.com/apex/vault?id=7dfgwrjllejt09aoi4j8zlnjc
Drive Expansion & Advocacy Upsell Identification Create Upsell CTA for Green Customers at 1 & 2 year mark V1 PURPOSE: To create a CTA to engage Customers with Green Health Scores in Upsell Conversation at their 1- & 2-year Anniversary; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=1r90alaodncnvv7mz1ycwirxc
Drive Expansion & Advocacy Finding Customer Advocates Advocacy Success: Create CTA for Disengaged Advocate PURPOSE: Create a CTA when a Customer becomes disengaged from the advocacy program; See 'Advocacy Success: RO Innovation and Influitive Integration' on Gainsight Go for set up https://jbcxm.na34.visual.force.com/apex/vault?id=3wl9u08qr61ibok5a3m2523ow
Drive Expansion & Advocacy Finding Customer Advocates Advocacy Success: Create CTA for High Value Activity Completed PURPOSE: To create a CTA after a customer fulfills a 'high value' Advocacy activity; See 'Advocacy Success: RO Innovation and Influitive Integration' on Gainsight Go for set up https://jbcxm.na34.visual.force.com/apex/vault?id=4oprhz4ntjv7ksfhet6vsksyr
Drive Expansion & Advocacy Finding Customer Advocates Advocacy Success: Create CTA for Strong Advocacy Participation PURPOSE: To create a CTA when customer has shown strong participation in the Advocacy Program; See 'Advocacy Success: RO Innovation and Influitive Integration' on Gainsight Go for set up https://jbcxm.na34.visual.force.com/apex/vault?id=f9bfo3tfa54sq4qo7ban64cvi
Drive Expansion & Advocacy Finding Customer Advocates Advocacy Success: Load Customer Health Score to Account PURPOSE: To load customers' Health score to the Account object to be synced into Influitive and RO Innovation; See 'Advocacy Success: RO Innovation and Influitive Integration' on Gainsight Go for set up https://jbcxm.na34.visual.force.com/apex/vault?id=12r3cmomw76xdpxxal9mkupwr
Drive Expansion & Advocacy Finding Customer Advocates Advocacy Success: Measure Influenced Average Contract Value PURPOSE: To aggregate the ACV from Opportunities that are associated to a fulfilled Reference Request and load that to CustomerInfo; See 'Advocacy Success: RO Innovation and Influitive Integration' on Gainsight Go for set up https://jbcxm.na34.visual.force.com/apex/vault?id=eaj04lg860960b3f9s2nuxyyc
Drive Expansion & Advocacy Finding Customer Advocates Advocacy Success: Set Advocacy Score PURPOSE: To set Advocacy Scores based on HealthIndex and Advocacy Program data; See 'Advocacy Success: RO Innovation and Influitive Integration' on Gainsight Go for set up https://jbcxm.na34.visual.force.com/apex/vault?id=2eyk7064r9isojqhr2rfk2jl4
Drive Expansion & Advocacy Finding Customer Advocates Advocacy Success: Load Customer Join Date PURPOSE: To load the date for when Customers joined the Advocacy Program; See 'Advocacy Success: RO Innovation and Influitive Integration' on Gainsight Go for set up https://jbcxm.na34.visual.force.com/apex/vault?id=772d9yfqs6alobs8d9lgen3gt
Drive Expansion & Advocacy Finding Customer Advocates Advocacy Success: Load Total Influitive Points PURPOSE: To load a running total of Influitive Points at the Account level for each customer; See 'Advocacy Success: RO Innovation and Influitive Integration' on Gainsight Go for set up https://jbcxm.na34.visual.force.com/apex/vault?id=4vd50nvbpeknwin3gnf9ia3h7
Enable Cross-functional Visibility Health Scoring Set Score 1: Set Greens for all Measures V1 PURPOSE: Resets Default Values (Green) for all Scorecard Measures (except Habits). Schedule your other Set Score to run immediately after; CUSTOM FIELDS: None; SCHEDULE: Daily, right before Set Score 2 rules https://jbcxm.na7.visual.force.com/apex/vault?id=clfpm3do5jymbic9cilf75bma
Enable Cross-functional Visibility Health Scoring Readiness Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 PURPOSE: Loads Red/Yellow values to Readiness Risk Scorecard based on open and flagged CTAs, CUSTOM FIELDS: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na7.visual.force.com/apex/vault?id=fyrwrks5lgzt8fujmh85yy0pl
Enable Cross-functional Visibility Health Scoring Company Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 PURPOSE: Loads Red/Yellow values to Company Risk Scorecard based on open and flagged CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na7.visual.force.com/apex/vault?id=1b7gkyvyzd0wjvvqvfln8ud3f
Enable Cross-functional Visibility Health Scoring Sentiment Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 PURPOSE: Loads Red/Yellow values to Sentiment Risk Scorecard based on open and flagged CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na7.visual.force.com/apex/vault?id=c3ld0zspo5tobsu7s6f1k7t3s
Enable Cross-functional Visibility Health Scoring Product Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 PURPOSE: Loads Red/Yellow values to Product Risk Scorecard based on open and flagged CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na7.visual.force.com/apex/vault?id=5jkpaw2cghv2mkobbljyw71ss
Enable Cross-functional Visibility Health Scoring Implementation Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 PURPOSE: Loads Red/Yellow values to Implementation Risk Scorecard based on open and flagged CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na7.visual.force.com/apex/vault?id=f9qr5o1uslindqekej4r8uf3n
Enable Cross-functional Visibility Health Scoring Bugs Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 PURPOSE: Loads Red/Yellow values to Bugs Risk Scorecard based on open and flagged CTAs; CUSTOM FIELD: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na7.visual.force.com/apex/vault?id=18ny3qfa7ogmy1qlnjdrw7r3e
Enable Cross-functional Visibility Health Scoring Support Risk: Set Score 2: Set Yellows based on CTAs V1 PURPOSE: Loads Yellow values to Support Risk Scorecard based on open CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, following the Support Risk: Set Score 1 Rule. https://jbcxm.na7.visual.force.com/apex/vault?id=3pcvuywv25ohb3cz1xzcjpz18
Enable Cross-functional Visibility Health Scoring Support Risk: Set Score 3: Set Reds based on Flagged CTAs V1 PURPOSE: Loads Red values to Support Risk Scorecard based on flagged CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, after the Support Risk: Set Score 2 https://jbcxm.na7.visual.force.com/apex/vault?id=ismkhc1c4s0s7rbgrkqhll9c
Admin N/A Load Current Stage and CSM to Usage Data from Customer Info V1 PURPOSE: By saving CSM and Stage each week, we can improve our historical reporting and automate CSM Transition milestones; CUSTOM FIELDS: UsageData::CSM Snapshot (string) and UsageData::Stage Snapshot (String); SCHEDULE: Weekly https://jbcxm.na7.visual.force.com/apex/vault?id=2rgb7oo63twif9w6qj3uj5ocd
ROI of Customer Success N/A Load Stage Snapshot to Usage Data PURPOSE: To save Customer Stage each week and therefore see progression over time. This will allow you to report back on POCs who turned into 'full' customers; CUSTOM FIELDS: Usage Data::Stage Snapshot https://jbcxm.na34.visual.force.com/apex/vault?id=guezfnuzmdxadn8s4vvy25gnl
ROI of Customer Success N/A Load Starting & Ending Health Score to Customer Info from Usage Data PURPOSE: To track movement of Customer Health Score from the beginning to ending of previous quarter, allowing you to track Health 'Saves' (Red to Yellow) and Health 'Wins' (Yellow to Green); CUSTOM FIELDS: Customer Info::Health (Start of Last Quarter), Customer Info::Health (End of Last Quarter) https://jbcxm.na34.visual.force.com/apex/vault?id=dn0adr5r5czt1yg7tg6i761df