Gainsight Object Glossary (All)
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Overview
Customer data is stored in different MDA objects and custom SFDC objects. Each of these objects contains standard fields shipped by Gainsight to store customer data. In addition, Admins can add custom fields and update the schema of the custom fields.
Following are a few SFDC objects which are categorized as per their usage in the respective Gainsight modules:
- Gainsight Objects in SFDC
- Cockpit Objects
- Success Plan/Playbook Objects
- Notifications Object
- Scorecards 1.0 Objects
Following are a few Gainsight objects which are categorized as per their usage in the respective Gainsight modules:
- Gainsight Standard Objects
- Journey Orchestator Module Objects
- Timeline Module Objects
- Scorecards 2.0 Module Objects
- Surveys 2.0 Module Objects
- Email Assist Module Objects
- People Maps Objects
- User Management Objects
- People Maps Objects
- C360 Sponsor Tracking Objects
- Shared 360 Objects
- Company Intelligence Objects
Gainsight Objects in SFDC
Some of the most important Gainsight objects created in SFDC are described here. For more information on other SFDC and Gainsight Objects used in different modules, refer to Gainsight Object Glossary.
Customer Info Object
This object is used to store information of the customers. For example; to display customer information in the Customers tab of C360/R360 sections.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Account | The customer name. This relation links Customer to Accounts. |
| ASV | Annual Subscription Value of the customer. |
| Churn | This field is used to store the Churn information of a customer from the SFDC object Transactions Header. |
| Current Score | Health Score of a Customer. |
| Customer Lifetime in Months | Lifetime of a customer in Months. |
| Customer Name | Customer name is same as the associated Account name. |
| Industry | Customer's industry is same as the associated Account's industry. |
| Latest NPS® Score | Latest Net Promoter Score®. |
| Lifecycle In Weeks | Lifetime of a customer in weeks. |
| Lifecycle In Year | Lifetime of a customer in years. |
| MRR | Current Monthly Recurring Revenue (MRR) of the Customer, net of all transactions to-date. |
| OCD | Original Contract Date of the customer (Customer acquisition date based on the first transaction (New Business)). |
| Original Contract Number | Original Contract Number of the customer (Optional reference # of the first transaction (New Business) with the customer). |
| Previous Score | Previous Health Score of a Customer. |
| Renewal Date | Next Renewal Date of the customer. |
| Revenue Band | To store the Revenue Band of the customer. |
| Stage | The stage of the Customer. Customer Stage is a configurable attribute that provides additional information on the customer journey/status. |
| Status | Describes if the customer is Active or Inactive. |
| Tag | Active/Churned/Established/Inactive/Onboarding/Up-sell. |
| Trend Indicator | Stores the current trend of a customer. |
| Users | The number of licensed users of the customer. |
GS Relationship (SFDC) Object
This object is used in R360 and other Gainsight modules. For example; it stores Relationship information in SFDC and use it across in Gainsight.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Account | The account name. This field fetches all the details of an Account. |
| CSM | The CSM information of the Relationship record. This field has a lookup to the User object to fetch user details. |
| Latest NPS® Score | Latest Net Promoter Score® (NPS®) of a Relationship. |
| Relationship Type | Relationship Type name of a Relationship. This field has a lookup to Relationship Type object to fetch relevant details. |
| Display Order | The display order of the answers that are displayed in a Survey. |
| Other Option (Boolean) | Flag that indicates whether a Survey question has other option (true/false). |
| Survey Id | A unique Id from the Survey view object that helps fetch Survey details. |
| Survey Question Id | A unique Id from the Survey Question object that helps fetch Survey question details. |
| NPS, Net Promoter, and Net Promoter Score are registered trademarks of Satmetrix Systems, Inc., Bain & Company and Fred Reichheld |
Cockpit/Call to Action Module Objects
Some of the most important SFDC objects used in the Cockpit/Call to Action modules are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.
Call To Action Object
This object is used in Cockpit and Call to Action (CTA). For example; Rules/Reports on CTAs and Success Plans (complete or incomplete, overdue, etc).
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Account | The name of the Account. |
| Age | For how long a CTA is open (Closed Date - Created Date) or (Today - Created Date). |
| Assignee | The assignee of the CTA. User information from the SFDC object User is fetched here. |
| Call To Action Parent Id | This is used to store the parent CTA Id from which the current CTA is generated. This field is applicable to Recurring Lifecycle CTAs. |
| Closed Date | CTA Closed Date. |
| Closed Overdue | Flag that indicates whether a task is closed after the Due Date. |
| Closed Task Count | The number of CS Tasks that are closed in a CTA. |
| Close Source | This indicates how a CTA was closed. For example; Manually, By Rules, etc. |
| Created Date | Created date of a CTA. |
| CTA Group | This field helps fetch fields from the CTA Group object that has Success Plans information. |
| Days Due | The number of days due to close a CTA (Original Due Date - Created Date). |
| Days Past Due Date | The number of days past the due date of a CTA. |
| Days Until Close | Number of days due to close a CTA from today (Due date - Today). |
| Due Date | Due date of a CTA. |
| Due Date Variance | Number of days that a CTA due date is changed by (New Due Date - Old Due Date). |
| Entity Type | Account/Relationship. |
| Final Milestone | It stores the Closed Milestone information (Name, etc.) associated with a CTA (If it is associated). |
| Flagged | It indicates whether a CTA is flagged. |
| GS Recommended | Flag that Indicates whether a CTA is recommended by Gainsight, prioritized according to ARR, customer health, renewal date, NPS® score, CTA due date and priority. |
| GS Score | Score assigned to a CTA for Gainsight recommendation based on the above parameters. |
| GS Score Updated on | The date on which a CTA score is updated. |
| Is a Draft | Flag that indicates whether an objective which is linked to a success plan is in Draft state. |
| Is Closed | It indicates whether a CTA is closed. |
| Is Recurring | Flag that indicates whether a CTA is part of Recurring CTAs (True/False). |
| Milestone | It stores the Open Milestone Information (Name, etc.) associated with a CTA. |
| Milestone Enabled | Flag that indicates whether a Milestone is associated with a CTA (True/False). |
| Open Task Count | The number of Tasks currently in an ‘Open’ state in a CTA. |
| Original Due Date | The original due date of a CTA. |
| Overdue | Status of a CTA whether it is past the due date (True/False). |
| Overdue Type | Overdue/Due in Next 7 Days/Open (Due in more than 7 days). |
| Percent Complete | The Percentage of the Tasks closed in a CTA (Closed Task Count/Total Task Count). |
| Playbook | Name of a Playbook. |
| Priority | The priority status of a CTA. |
| Reason | The reason of a CTA. |
| Relationship | Name of Relationship to which the CTA belongs. |
| Relationship Type | Name of a Relationship Type to which a CTA type belongs. |
| Rule Action Id | Rules Action from which a CTA is generated. Note: When a Rule or Action setup is updated, corresponding Rule ID and Action ID are not updated. Value in this field is not changed for a specific CTA record. |
| Snoozed | Flag that indicates whether a CTA is snoozed (True/False). |
| Snoozed on | Date on which a CTA is snoozed. |
| Snoozed until | Date & Time until which a CTA is snoozed. |
| Snooze Reason | The reason of snooze for a CTA |
| Source | Source from which a CTA is generated (Manual/Rules/Survey/Activity/Advanced Outreach (Program)/Zendesk).
|
| Status | The status of a CTA. |
| Task Count | The number of Tasks in a CTA. |
| Type Name | The CTA type name. |
CSTask Object
This object is used in Calls to Action and CS Tasks. For example; Reports on the CS Tasks (complete or incomplete, overdue, etc).
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Account | Account Name in SFDC (SFDC ID). |
| Assigned | To whom a CS Task is assigned (SFDC User ID). This field helps fetch the user information from the SFDC object User. |
| Auto sync | Flag that indicates whether a task is auto synced to SFDC or not. |
| Call to Action | It contains parent CTA to which this task belongs. |
| CTA Status | It indicates status of parent CTA. |
| Closed Date | Closed date of a CS Task. |
| Closed Overdue | Flag that indicates whether a task is closed after the Due Date. |
| Created Date | Created date of a CTA Task. |
| Days Due | The number of days assigned to close a CS Task from created date (Original Due Date - Created Date). |
| Days Past Due Date | The number of days that a CTA Task passed the due date. |
| Days to Close | The number of days that a CS Task is open from the created date. (Closed Date - Created Date). |
| Days Until Close | The number of days due to close from today (Due date - Today). |
| Delta days | The number of days that a Task is open between the Due date and created date. (Due Date - Created Date). |
| Due Date | The due date of a CTA Task. |
| Due Date Variance | The number of days that a Task due date is changed by (New Due Date - Old Due Date). |
| Is Closed | Status of a Task whether it is Closed or not. |
| Is Email Sent | Indicates whether email is sent from Cockpit for this task (Email Assist Tasks). |
| Original Due Date | The original due date of the CTA Task. |
| Overdue | The status of a Task whether it is past the due date. |
| Parent | Dependent Task name to which current task has a dependency. (For example: If a task due date is scheduled in dependence with another task closed date). |
| Playbook | The name of the Playbook that the Task is retrieved from. |
| Priority | Priority of a Task (Low/Medium/High/etc). |
| Source | The source from which the CS task is created. Manual = created by a user, Activity = created from a timeline entry, from Rules, Survey, etc. |
| Status | Indicates the status of a Task (Open/Closed/etc.). |
| Subject | The subject of the task name. |
| Timeline Activity Id | This field helps fetch information of an email activity in Timeline that the current CS Task is generated from. |
| To Email Type | The type (Contact/User/Manual) of To email address used to send email. |
| Type | The type of a CTA Task. |
| Type Name | Indicates, if this is a standard task or an email assist task. |
| Unique Identifier with in playbook | The Unique identifier of a Playbook. |
| NPS, Net Promoter, and Net Promoter Score are registered trademarks of Satmetrix Systems, Inc., Bain & Company and Fred Reichheld |
Success Plan/Playbooks Module Objects
Some of the most important SFDC objects used in the Success Plan/Playbooks modules are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.
CTA Group Object
This object is used in Success Plans. For example; Rules/Reports on Success Plans (complete or incomplete, overdue, etc).
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Account | The name of the Account. |
| Action Plan | The information stored in the Plan Info > Action Plan section in a Success Plan. |
| Active Date | The date on which status of a Success Plan is changed to Active from Draft. |
| Closed Date | The date on which a success plan is closed. |
| Closed Lost Objective Count | The number of objectives of status Closed Lost in a success plan. |
| Closed Overdue | Flag that indicates whether a success plan is closed after the Due Date. |
| Closed Task Count | The number of Tasks that are closed in a success plan (Closed tasks from all objectives in a success plan). |
| Closed Won Objective Count | The number of objectives of status Closed Won in a success plan. |
| CTA Group Category | The name of a success plan (number of objectives are categorized as a success plan). |
| Days Due | The number of days due to close a success plan (Original Due Date - Created Date). |
| Days Past Due Date | The number of days past the original due date of a success plan. |
| Days to Close | The number of days that a success plan is open from the created date. (Closed Date - Created Date). |
| Days Until Close | The number of days remaining to close a success plan from today (Due date - Today). |
| Due Date | The due date of a success plan. |
| Due Date Variance | The number of days that a success plan due date is changed by (New Due Date - Old Due Date). |
| EntityType | Account/Relationship. |
| Open Objective Count | The number of objectives currently in an ‘Open’ state in a success plan. |
| Open Task Count | The number of Tasks currently in an ‘Open’ state in a success plan (Open tasks from all objectives in a success plan). |
| Original Due Date | The original due date of a success plan. |
| Overdue | Flag that indicates whether a success plan is past the due date (True/False). |
| Overdue Type | Overdue/Due in Next 7 Days/Open (Due in more than 7 days) of a success plan. |
| Owner | The owner of a success plan. |
| Percent Complete | The percentage of completed objectives in a success plan. (Total number of closed objectives/Total number of objectives in a success plan). |
| Plan Description | The description of a Success Plan. |
| Relationship | The name of Relationship to which a success plan belongs. |
| Relationship Type | The name of a Relationship Type to which a success plan belongs. |
| Source | The source from which a success plan is generated (Manual/Rules). |
| Status | The status of a success plan (Draft/Active/Closed). |
| Success Plan Type | Type that a success plan is associated with. Success plan types are created by Admins, and CSMs assign a success plan to a type. |
| Template | The name of the template that is used to create a Success Plan. |
| Total Objective Count | The total number of objectives in a success plan (Open Objective count + Closed Lost Objective Count + Closed Won Objective Count). |
Success Plans Template Object
This object is used in Success Plans/Playbooks. For example; used in reports based on Success Plans.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Entity Type | Account/Relationship Type. |
| Playbook | Name of the Playbook. |
| Relationship Type | Name of the Relationship Type. |
Notifications Module Objects
Some of the most important SFDC objects used in the Notifications module are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.
Notification Subscription Object
This object is used in Notifications. For example; report on the fields that are used for auto-subscription to notifications.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Autosubscribe Fields | The fields that are used to auto-subscribe to notifications. All user type fields from different objects can be used for auto subscription. |
Scorecards 1.0 Module Objects
Some of the most important SFDC objects used in the Scorecards 1.0 modules are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.
Scorecard Fact Object
This object is used in Scorecards 1.0 module to store the scores of the measures. For example; Mass Edit view in Reports and C360.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Scorecard Fact Name | Name of a Scorecard (Fact). |
| Account | Name of an Account. |
| Current Score Value | Value of the current score. |
| Is Overridden | Flag that indicates whether a specific score is latest or updated. |
| Previous Score Value | Value of the Previous score. |
| Score Last Modified By | User who last modified the score. |
| Score Last Modified Date | The date on which a score was last modified. |
| Trend Indicator | Trend of the score. Up / Down / Same. |
Scorecard History Object
This object is used in Scorecards 1.0 module to store the historical scores of the measures. For example; C360 and Reporting.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Account | Name of an account. Fields from the Account object are fetched into this object. |
| Log Date | Last log date of the scorecard in this object. |
| Scorecard Metric | Weekly / Monthly. Fields from the Scorecard Metric object are fetched into this object through this field. |
| Score Id | Fields from the Scorecard Scoring Scheme Definition like score, color, grade, etc. are fetched into this object through this unique Id. |
| Type | Account / Relationship |
Scorecard Metric Object
This object is used in Scorecards 1.0 module to store the different types, groups, and set of measures under each group. For example; Reporting.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Allow Override | This is used to specify whether the Grade / Score / Color is editable or not if already assigned. |
| Group Id | It gives name of the Group in a Scorecard. |
| Input Type | Manual / Calculated |
| Is Active | Flag that indicates whether a metric is in use. |
| Is Group | Flag that indicates whether a scorecard has a Group. |
| Metric Name | Name of a Metric. |
| Metric Type | Manual / Smart Sign |
| Period Type | Weeks / Months |
| Scorecard Scoring Scheme | Fields from the Scorecard Scoring Scheme are fetched to this object through this field. |
| Validity Period | This is used to specify the validity time of the Metric. |
| Weight | This is used to specify the weight in the overall customer level score calculation. |
Scorecard Scoring Scheme Object
This object is used in Scorecards 1.0 module to store the scheme types for the scorecard. For example; Reporting.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Customer Scheme | Flag that indicates whether you use the scheme for the customer overall health calculation. |
| From | First value in the Range assigned to a scorecard. |
| Is Enabled | Flag that indicates whether the scoring scheme is active or inactive. |
| Scheme Type | This is used to represent the scheme type. For Example, Grade, Score, Color, etc. |
| Scoring Scheme Name | Name of the Scoring Scheme. |
| System Defined | Flag that indicates whether the Scoring scheme is created by user or default with application. |
| To | Last value in the Range assigned to a scorecard. |
Scorecard Scoring Scheme Definition Object
This object is used in Scorecards 1.0 module to store the definition of the scores and scoring bands. For example; Reporting.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Color | The color defined to a scorecard. |
| Display | The range from where the score is extracted from (Example: If score is 55, defined Range can be 50-75). |
| From | First value in the Range assigned to a scorecard. |
| Grade | The grade defined to a scorecard. |
| Is Active | Flag that indicates whether a scheme definition is in use. |
| Score | The score of a Scorecard. |
| Scoring Scheme Name | Name of the Scoring Scheme. |
| To | Last value in the Range assigned to a scorecard. |
Gainsight Standard Objects
Gainsight Standard objects used across Gainsight are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.
Company Object
This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. For example; to tie scorecards built on specific Company record in MDA.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| ARR | Used to store the average recurring revenue (ARR) of the customer. |
| Company Id | Unique GSID of the Company, this Relationship is associated with. |
| CSM | CSM information of the Relationship record. This field has a lookup to the User object. Values in this field are populated using derived mappings in the data ingestion channel. |
| Current Score | Health score of a customer. This is overall health score of the current scorecard for a company. |
| Lifetime in Months | The number of months from the original contract date. |
| MRR | Current Monthly Recurring Revenue (MRR) of the Customer, net of all transactions to-date. |
| Name | Used to store the name of a Company. |
| NPS® | Used to store the Net Promoter Score® (NPS®) of the Customer. This field cannot be editable. |
| Onetime Revenue | Onetime Revenue of the Relationship. |
| Original Contract Date | Original Contract Date of a Relationship (Customer acquisition date based on the first transaction (New Business)). |
| Previous Score | Previous Health Score of a Customer. |
| Scorecard Id | Fields from the Scorecard Master like Name, entity type, modified by, etc. can be fetched into this object through this unique Id. This field mentions from which scorecard the score is being fetched. This is the active scorecard id for the respective Relationship, there can be multiple scorecards in the system, but only one can be active at a time. |
| SFDCRelationship Id | Equivalent unique Id from SFDC object Relationship. |
| Stage | Stage of the Customer. Customer Stage is a configurable attribute that provides additional information on the customer journey/status. The default values of this field include New Customer, Kicked Off, Launched, Adopting, Will Churn, Churn. |
| Status | Describes if the customer is Active or Inactive. The default values for this field include Active, Inactive, and Churn. |
| Trend | Trend of a score. Up/Down/Same. This field is not editable and shows the difference between previous score and current score. |
| Type Id | A unique Id from Relationship Type object. |
Relationship (MDA) Object
This object is used in multiple applications across Gainsight. This object is used to store information about Relationships context in Gainsight.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| ARR | Used to store the average recurring revenue (ARR) of the customer. |
| Billing Address | Used to store the billing address of the customer. |
| Company Type | Used to store the type of company. |
| CSM | CSM information of the Company record. This field has a lookup to the User object. Values in this field are populated using derived mappings in the data ingestion channel. |
| Current Score | Health score of a customer. This is overall health score of the current scorecard for a company. |
| Customer Lifetime in Months | The number of months from the original contract date. |
| Employees | The number of Employees in the Company. |
| Industry | Industry of the company belongs to, ex: Software, Networking, Automobile, etc. |
| Lifecycle in weeks | Lifetime of a customer in weeks. |
| MRR | Current Monthly Recurring Revenue (MRR) of the Customer, net of all transactions to-date. |
| Name | Used to store the name of the Relationship. |
| NPS® | Used to store the Net Promoter Score® (NPS®) of the Customer. This field cannot be editable. |
| Original Contract Date | Original Contract Date of the customer (Customer acquisition date based on the first transaction (New Business)). |
| Parent Company | Parent company of the customer. This field has a lookup to self object Company. This field is populated using derived mappings in the data ingestion channel. |
| Previous Score | Previous Health Score of a Customer. |
| Renewal Date | Next Renewal Date of the customer. |
| Scorecard Id | Fields from the Scorecard Master like Name, entity type, modified by, etc. can be fetched into this object through this unique Id. This field mentions from which scorecard the score is being fetched. This is the active scorecard id for the respective company; there can be multiple scorecards in the system, but only one can be active at a time. |
Relationship Type (MDA) Object
This object is used in multiple applications across Gainsight. This object is used to store details about different Relationship Types.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Name | Name of a Relationship. |
| SFDC Relationship Type Id | A unique Id of a Relationship Type in SFDC. |
User (MDA) Object
This object is used in Scorecards 2.0, Surveys 2.0, Journey Orchestrator, Timeline, etc. This object is used to store information about users in Gainsight.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Company ID | It is of datatype GSID. This has a lookup to Company object. |
| Created Date | It is of datatype DateTime. Indicates when the record was created. |
| It is of datatype Email. Stores the Email address of the user. | |
| External ID | It is of datatype String. A unique account identifier in an external system. It identifies an account uniquely apart from Email and Name. |
| First Name | It is of datatype String. It stores first name of a user. |
| Gainsight License Enabled | It is of datatype Boolean (True/False). It indicates whether a Gainsight License is assigned to this SFDC User or not. |
| GSID | GSID of a user record. For example: CSM in a Relationship or Company has a look up to this record in User object. |
| Is Active | It is of datatype Boolean (True/False). It indicates whether a user is active in SFDC or not. |
| Is Active User | It is of datatype Boolean (True/False). It indicates whether a user is enabled in Administration > User Management page or not. |
| Last Name | It is of datatype String. It store the last name of a user. |
| Modified Date | It is of datatype DateTime. Displays the date when the record was last modified. |
| Name | It is of datatype String. It store the name of a user. |
| SFDC User Id | It is of datatype SFDC ID. It stores the equivalent User Id of a user in SFDC. |
| Username | It is of datatype Email. Stores username of a User. Username is unique in Gainsight and is used as a key to identify a user in Gainsight. |
| Manager | It is of data type GSID. This field helps Admins to create User - Manager hierarchies, ‘My team’, and ‘Portfolio view’ reports. |
| Timezone | It stores the Timezone of a user’s location. Admins can ingest a user’s timezone value from the User Management page > Manual page and through Rules Engine (Load to User Action). |
| Is Super Admin | This field is of data type Boolean (True/False). It indicates whether a user is identified as Super Admin who has superior permissions on Dashboards and Dashboard Folders. |
| System Type | It is of datatype Dropdown list to choose either Internal or External. A user is identified as an internal user when the user is part of your organisation. A user is identified as an external user when the user is part of your customer’s organisation. To enter external user information into User object, user’s organisation should have a record in the MDA object Company. |
Person Object
Person is a standard object in Gainsight that stores unique records of the people in the real world. Let’s consider a person named John Damon, his personal attributes like his Name, Email, Mobile phone, Twitter profile, LinkedIn profile, etc. are stored in this object.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Created Date | It indicates when the record was created. |
| Email address of the person | |
| External ID | A unique person identifier in an external system. It identifies a person uniquely apart from Email and Name. |
| First Name | First name of the person |
| GSID | GSID of a person record. For example: Usage Data ID in the data from Segment integration with Gainsight has a look up to this record in Person object. |
| Last Name | Last name of the person |
| Middle Name | Middle name of the person |
| Modified Date | It displays the date when the record was last modified. |
| Name | Name of the person |
| Location | It stores the location of a person. Admins can map this field in the Rule action types: Load to Company Person and Load to Relationship Person. |
| Timezone | It stores the Timezone of a person. Admins can map values in this field and load data in the Bionic Rule action types: Load to Company Person and Load to Relationship Person. |
| Dynamic Resolution Key | It is used by Gainsight for internal Master Data Management (MDM) process, not to store any person data for customer usage. |
| Master Avatar Type Code | It is used by Gainsight for internal MDM process, not to store any person data for customer usage. |
| Master Record ID | It is used by Gainsight for internal MDM process, not to store any person data for customer usage. |
| Comments | It enables CSMs to view or add any additional information about a person such as personal interests/hobbies, temperament, current concerns, etc. You can capture unique characteristics of a Person (such as conversation tips), to help you or colleagues in future conversations with that individual in the newly introduced Comments field of the C360 Person section. Comments made here about that Person will be available across all contexts of Companies and Relationships that the Person is associated with. |
Company Person Object
Company Person is a standard object that stores attributes of the people in association with a company. Let’s consider John Damon works at Acme, his attributes while working at Acme that includes Company name, Title/Designation, Office phone, Manager, etc. are stored in this object.
The following table lists the data fields available in this object:
| Field Name | Description |
| Company ID | It contains the IDs of the companies, a person is associated with. This field has lookup to GSID field in the Company object. |
| Created Date | It indicates when the record was created |
| GSID | GSID of a company person record |
| IsPrimaryCompany | Flag that indicates whether a company record is the person’s primary company |
| Role | It stores the Role of a Person associated with a company. Gainsight is shipping five Roles out of the box: User, Admin, Executive Sponsor, Decision Maker, and Power User. You can create custom Roles as per your requirement. |
| Title | It stores the Title of a person in association with a company. |
| Manager | It stores the GSID of a person’s manager in association with the company. It has lookup to another person record (manager of the user) in the same object (Self object lookup). |
| Active | Flag that indicates whether a person is associated with a company. Status of a person if he/she is associated with a company is True and status of all the previous associations with other companies are False. |
| Modified Date | It displays the date when the record was last modified. |
| Person ID | It has lookup to GSID field in the Person object. |
Relationship Person Object
Relationship Person is a standard object that stores attributes of the people in association with a Relationship. Let’s consider John Damon at Acme is working with a project implementation which is represented as a relationship. John’s attributes in association with this Relationship, such as Business unit name, Relationship ID, Role played by John in that Relationship, etc., are stored in this object.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Company ID | It contains the IDs of the companies a Relationship is associated with. This field has lookup to GSID field in the Company object. |
| Company Person ID | GSID of a Company Person record that this Relationship person is associated with |
| Created Date | It indicates when the record was created |
| GSID | GSID of a Relationship person record |
| IsPrimaryCompany | Flag that indicates whether a record is the person’s primary company |
| Role | It stores the Role of a Person associated with a Relationship. Gainsight is shipping five Roles out of the box: User, Admin, Executive Sponsor, Decision Maker, and Power User. You can create custom Roles as per your requirement. |
| Title | It stores the Title of a person in association with a Relationship. |
| Manager | It stores the GSID of a person’s manager in association with the Relationship. It has lookup to another person record (manager of the user) in the same object (Self object lookup). |
| Active | Flag that indicates whether a person is associated with a Relationship. Status of a person if he/she is associated with a Relationship is True and status of all the previous associations with other Relationships are False. |
| Modified Date | It displays the date when the record was last modified |
| Person ID | It has has lookup to GSID field in the Person object |
| Relationship ID | It has lookup to GSID field in the Relationship object. |
| Relationship Type ID | It has lookup to GSID field in the Relationship Type object. |
Journey Orchestrator Module Objects
Some of the most important MDA objects used in the Journey Orchestrator module are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.
Note: The Gainsight feature 'Advanced Outreaches' or 'AO' is renamed to 'Programs' in the application but the application object and field names for Advanced Outreaches feature will have the term 'Advanced Outreaches' (Ex: 'AO Emails' is an object name but is not renamed to Program Emails).
Email Logs Object
Email Log contains an aggregated entry for a single recipient email. There will be only one entry in the Email Log for a recipient email irrespective of the number of events that occur for that email.
This object is used in Journey Orchestrator, Advanced Outreaches (Programs), Email Assist. For example; Rules/Reports based on success of email campaigns, number of Email Assist tasks sent, types of error messages being returned by systems, etc.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Associated Field | Field from the associated object. |
| Associated Object | Object name to which an email log is associated. |
| Associated Value | The value stored in associated field from associated object. |
| Batch Name | The name of the Batch. |
| Contact Name or User Name | Recipient of the email - if sent internally, User Name is populated, if sent externally, Contact Name is populated. |
| Event Message | An error message returned by the receiving email system. |
| Opened | Binary value, 1 = the email was opened, 0 = the email was not opened. |
| Open Count | Number of times the email was opened. |
| Template Name | The name of the template. |
| Triggered Date | Date/time at which the email was scheduled to go out. |
| Triggered On | Actual date/time that the email was sent. |
| Use Case |
The options are:
|
| Variant Name | The name of the variant used (Default = no variant or default variant triggered). |
Email Logs V2
Email Log V2 object contains an aggregated entry for a single recipient email as well as for analytics information. This object is used in Journey Orchestrator Programs and Email Assist. The following table lists the data fields available in this object:
The name of the email template version.
| Fields | Description |
| Address Type | This field stores the type of influencer, either within your Organization (any Company Person) or within the Company (any Gainsight User). |
| Bounce Type | The type of an automated message from an email system, either Hard or Soft bounce. |
| Bounced | A bounced email is an automated message from an email system, informing the sender of a previous message that the message has not been delivered. |
| Bounced Date | The date on which the email was bounced. |
| Bounced Reason | The actual reason why the email has bounced. |
| Category Ids | IDs of an opt-out page category. |
| Company Id | Unique GSID of the Company. |
| Company Person Id | A unique Id from the Company Person object, details of a participant associated with a Company. |
| Created Date | The date on which the email logs are created. |
| Email Content Id | A unique identifier of the email. |
| Email Id | Email address of the participants. |
| Email Id in Lower Case | Indicates whether the email address of a sender is in lower case. |
| Email Template Id | A unique identifier of the email template. |
| Email Template Name | The name of the email template. |
| Email Template Version Id | A unique identifier of the email template version. |
| Email Template Version Name | |
| External Company Id | The external Id of a company. |
| External Company Person Id | A unique Id of a person from the external company. |
| External Relationship Id | A unique relationship identifier in an external system. It identifies a relationship uniquely apart from Email and Name. |
| External Relationship Person Id | A unique relationship identifier in a person in an external system. |
| External Relationship Type Id | An external GSID field in the Relationship Type object. |
| External User Id | The unique identifier of the external user. |
| First Opened Date | The date on which the email was first opened. |
| From Email Id | An email id of a sender. |
| From Name | The name of a sender. |
| GSID | A unique GSID. |
| Latest Open Date | The date on which the email was last opened. |
| Link Click Date | The date on which the link was last opened. |
| Link Clicked Count | The total number of clicks used to open the link. |
| Link Clicked JSON | The linked clicked date in JSON format. |
| Modified Date | The date on which the email was last modified. |
| Name | The name of the email recipient. |
| Number of Opens | The total number of opens recorded for the email. |
| Opened | Indicates whether the email was opened or not. |
| Page Id | A unique Id of the page. |
| Parent Recipient Id | The unique Identifier of the parent user. |
| Person Id | A unique Id from a Person object. |
| Person Type | This field helps to join the AO Participants object with either Person object or Person Avatar (User, etc) object. |
| Recipient Id | A unique Id of a person who received the email. |
| Record External Id | A unique company identifier record in an external system. It identifies a company uniquely apart from Email and Name. |
| Record External Name | The name of the external record. |
| Record Id | A unique Id of the record. |
| Rejected | A flag that indicates whether an email is rejected due to an incorrect recipient address. |
| Rejected Date | The date on which an email is rejected by a participant. |
| Relationship Id | GS Relationship Id from Gainsight. |
| Relationship Person Id | A unique identifier of the Relationship person. |
| Relationship Type Id | A unique Relationship Type Id of a participant. |
| Reply-to Email Id | A unique email Id of a reply-to email address. |
| Reply-to Name | The name of the person to whom the email was replied. |
| Request Id | The unique identifier helps to probe the Sumologic logs to figure out what has happened as a part of that request. |
| Sent | Indicates whether the email is sent. |
| Sent Date | The date on which the email was sent. |
| Source | The source from which the CS task is created. Manual = created by a user, Activity = created from a timeline entry, from Rules, Survey, etc. |
| Source Id | This field helps to join the AO Participants object with a specific record in the MDA standard object. This helps to build reports on the AO Participants object and join the selected fields from the MDA standard object. |
| Source Name | Name of the participant source. |
| Spam | Indicates whether the email was spammed. |
| Spam Marked Date | The date on which the email was marked as spammed. |
| Triggered Date | The date on which the email was last triggered. |
| Unsubscribed | A flag that indicates whether an email address is unsubscribed from outreaches/programs. |
| Unsubscribed Date | Date and Time on which an email address is unsubscribed from a program. |
| User Id | A unique Id that helps to fetch user information (User Name, Email, Company Name, etc.) from the Gainsight object User. |
GS Asset Usage Tracking
GS Asset Usage Tracking object contains information around reports and dashboards usage. When a dashboard or report is visited by a user or is created, we create a row in this object with information on who is accessing what asset. This object only has usage of Horizon Analytics. The following table lists the data fields available in this object:
| Field Name | Description |
| API Version | Internal version of assets. |
| Asset Id | This differentiates between assets with the same name created by cloning etc. |
| Asset Name | The name of the asset. |
| Asset Type | The type of asset. |
| Event Count | This is the rolling aggregate of times you have accessed a particular asset in a particular manner (see below). |
| Event Type | How an asset is being accessed. We have basic Create, Run, Update, and Delete along with clone and share. |
| Last Used Timestamp | The date and time on which the asset was last used. |
| Request Source | This informs users about how the asset was accessed during a session. |
| Source Type | The type of source that is based on field values. |
| User Id | A unique Id that helps to fetch user information (User Name, Email, Company Name, etc.) from the Gainsight object User. |
Advanced Outreach (Programs) Object
This object is used to store important information about Programs. For example; create reports on important parameters of Programs.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Advanced Outreach Id | An unique Program Id. |
| Advanced Outreach Code | A code used for unique identification of Programs in Reporting. |
| Advanced Outreach Model Name | Model name of a Program (NPS® Survey/CSAT Survey/Generic Survey/Email Chain). |
| Advanced Outreach Model Type | Transactional (CSAT)/Non-Transactional (NPS®, Generic, Email Chain, etc.) |
| Advanced Outreach Name | An unique name of a Program. |
| Advanced Outreach Start Date | Published date of a Program. |
| Advanced Outreach Status | Draft (NEW in Reports)/Active (PROCESSING in Reports)/Pause/Scheduled/Stop. |
| Advanced Outreach Type | Customer/Relationship |
| Default Account Name | Optional. The Account name which is a record in SFDC Account object but is not a Gainsight customer. |
| Log Emails To Salesforce | Flag that indicates whether emails sent as part of programs are stored in SFDC. |
| Relationship Type Id | Relationship Type Id associated with a program. This field helps fetch information of a Relationship type from the MDA object Relationship Type. |
| Relationship Type Name | The name of the Relationship Type associated with a program. |
| Survey Closed Date | Closed date of the Survey attached to the Program. |
| Survey Name | The name of the Survey sent through Programs. |
Advanced Outreach Participants (Program Participants) Object
This object is used to store information about the Participants in Programs. For example; to retrieve information about the participants in a Program through Report Builder.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Account Name | Name of an account that a participant is associated with. |
| Advanced Outreach Id | A Unique Program Id. |
| First Name | First name of a Participant. |
| Last Name | Last name of a Participant. |
| Full Name | Full name of a Participant. |
| Context Id | A unique ID that can be configured to tie a participant's response back to a specific activity/service offered. For example, the Context ID could be a support ticket number or a webinar code. |
| Last Email Link Clicked | The last instance of a clicked link displayed in email. |
| Last Email Sent | (DateTime) The last instance of an email sent from a program. |
| Last Email Status | Delivered/Not Delivered to the Participant. |
| Manager First Name | First name of participant’s manager. |
| Manager Last Name | Last name of participant’s manager. |
| Manager Full Name | Full name of participant’s manager. |
| Manager Email Address | Email address of a participant’s manager. |
| Participant State | Indicates the state of a Participant in the journey of a Program: Review/Active/Completed/Drop (by system due to token mismatch, incorrect email address, etc.)/Knocked-off (Manual removal of participants from a Program). |
| Participant Id | Unique Id of a participant. |
| Recipient Email Address | Email address of a Participant. |
| Relationship Contact Name | Name of the Relationship Contact. |
| Relationship Name | Name of a Relationship. |
| Relationship Status | Status of a Relationship. |
| Relationship Type Name | Name of the Relationship type. |
| Sender First Name | First name of the organizer/Administrator who sends a Program. |
| Sender Last Name | Last name of the organizer/Administrator. |
| Sender Full Name | Full name of the organizer/Administrator. |
| Sender Email Address | Email address of the organizer/Administrator. |
| SFDC Account Id | SFDC Account Id for which a participant is associated with. |
| SFDC Contact Id | SFDC contact Id of a participant. |
| SFDC User Id | SFDC user Id of a participant. |
| Survey Page Open Count | The survey page count open of the participant. |
| Survey Page Opened | Flag that indicates whether a specific survey page is opened by the participant. |
| Survey Responded | Flag that indicates whether a specific survey is responded to by the participant. |
| Survey Responded Date | The date on which a specific survey is responded to by the participant. |
| Survey Response Status | Submit/Partial Submit (Responded to a survey but not submitted) of a survey by the participant. |
| Survey Score | NPS® score (0-10) of a survey submitted by the participant. |
| Survey Send Date | The date on which a survey is sent by Program to the participant. |
| Total Email Sent | Total number of emails sent to a participant during a Program journey. |
| Person Type (Who ID) | This field helps to join the AO Participants object with either Person object or Person Avatar (User, etc) object. This helps to build reports on the AO Participant object and join the selected fields from the Person or Person Avatar object. |
| GS Person Id (Who ID) | This field helps to join with a specific record in either Person object or Person Avatar (User, etc) object. This helps to build reports on the AO Participant object and join the selected fields from the Person or Person Avatar object. |
| Source Type (What ID) | This field helps to join the AO Participants object with the MDA standard object. This helps to build reports on the AO Participants object and join selected fields from the MDA standard object. |
| GS Source Id (What ID) | This field helps to join the AO Participants object with a specific record in the MDA standard object. This helps to build reports on the AO Participants object and join the selected fields from the MDA standard object. |
AO Emails (Program Emails) Object
This object is used to store information about emails in Programs. For example; to create a report on the information about emails sent by Programs.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Advanced Outreach Id | A Unique Program Id. |
| Bounce Date | The date on which a specific email is bounced. |
| Bounce Type | Hard/Soft. For more information on these bounce types, refer Journey Orchestrator Analytics. |
| Email Clicked | Flag that indicates whether a specific email is clicked by the participant. |
| Email Clicked Date | Date on which a specific email is clicked by the participant. |
| Email Id | Email address of the participants. |
| Email Open Count | The total number of instances a specific email is opened by the original recipient. |
| Email Opened | Flag that indicates whether a specific email is opened. |
| Email Send | Flag that indicates whether a specific email is sent to the participants in a Program or not. If the flag is True then the email is sent successfully to the participant and vice versa. |
| Email Template Id | Id of the email template. |
| Email Template Name | Name of the template. |
| From Address | Sender’s email address. |
| Last Email Opened Date | (DateTime) The last instance of an email opened by a participant. |
| Link Clicked Count | The number of instances that a link shared by an email is clicked by the participants. |
| Page Open Count | The number of instances that a Survey Page is opened by the participants. |
| Participant Id | Unique Id of a participant. |
| Rejected | Flag that indicates whether an email is rejected due to incorrect recipient address. |
| Rejected Date | The date on which an email is rejected by a participant. |
| Spam | Flag that indicates whether an email is marked as spam by a participant. |
| Spam Date | The date on which a participant is marked an email as spam. |
| To Address | Recipient (Participant) email address. |
| Undelivered | Flag that indicates whether an email is not delivered to the participants in a Program. |
| Undelivered Reason | Email delivery failure reason. |
| Unsubscribed | Flag that indicates whether an email address is unsubscribed from outreaches/programs. |
| Unsubscribed Date | (DateTime) Date & Time on which an email address is unsubscribed from a program. |
AO Link Clicked Analytics (Program Analytics) Object
This object is used in Analytics on Programs. For example; to retrieve the analytics on URLs clicked in the Programs through Report Builder.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Advance Outreach Id | A Unique Program Id. |
| Linkclickedcount | The number of times an individual Link is clicked attached in an email. |
| Url | The URL for which the clicked count is tracked. |
AO Participant Activity Analytics (Program Analytics) Object
This object is used in Analytics on Programs. For example; to retrieve analytics on Program Participant Activities through Report Builder.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Advance Outreach Id | A Unique Program Id. |
| Current Step Name | where the participant is in the journey of a Program. |
| Distinct Count of Participants | The total number of participants who executed a specific step. |
AO Analytics (Program Analytics) Object
This object is used in Analytics on Programs. For example; to retrieve analytics on Programs through Report Builder.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Advanced Outreach Id | A Unique Program Id. |
| Advanced Outreach Name | Name of a Program. |
| Open Rate | Ratio of emails opened by the participants to the emails sent in the journey of a program. |
| Survey Clicked Through Rate | Ratio of the number of survey links clicked to the number of Survey links sent through a program. |
| Survey Conversion Rate | Ratio of the number of Surveys submitted to the number of Surveys Opened. |
| Total Active Participants | The total number of participants that are active in a specific Program. |
| Total Email Bounced | In a specific Program. |
| Total Email Opened | In a specific Program. |
| Total Email Send | Emails sent as part of a specific Program. |
| Total Number of Participants | In a specific Program. |
| Total Participant Responded To Survey | The total number of participants who submitted the Survey in a Program. |
| Total Participants Opened Survey Page | The total number of participants who opened the survey page in a Program. |
AO Participant Activity (Program Participant Activity) Object
This object is used to store activities of the Participants in the Programs. For example; to create reports on tracking the journey of participants.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Advanced Outreach Id | A unique Program Id. |
| Current Step Name | Current step of the participant in the journey of a Program. |
| Participant Id | Unique Id of a participant. |
| Previous Step Name | With respect to the current step of the participant in the journey of a Program. |
AO Participant Source Configuration (Program Participant Source Configuration) Object
This object is used to store information about the source of participants in a Program. For example; to fetch the Program participant list based on its source of ingestion in the Reports.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Advanced Outreach Id | A unique Program Id. |
| Event Name | Name of the Event used to collect the participants. |
| Participant Operation Type | One-time (Add All Participant in Power list in Reports)/Scheduled (Add All Participant in Power list and any in Future in Reports). Indicates whether all the Participants are added into Powerlist now or it’s scheduled. |
| Participant Source Name | Name of the Power List. |
| Participant Source Type | CSV/Power List/Query Builder/Event. |
AO Predefined Advanced Outreach Model (Program Model) Object
This object is used to store Model information of a Program. For example; to create model information in the Reports.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Advanced Outreach Model Name | Model Name of a Program (NPS® Survey/CSAT Survey/Generic Survey/Email Chain). |
| Advanced Outreach Model Type | Transactional (CSAT)/Non-Transactional (NPS®, Generic, etc). |
AO CTA (Program CTA) Object
This object is used in Journey Orchestrator module. For example; stores information about CTAs Triggering from Programs.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Account | Account Name. It fetches Account details through lookup from Account. |
| Action Type | Upsert (Create) or Close CTA. |
| Area Name | The product in which a CTA is triggered, either CTA in Salesforce Edition or CTA in Standard Edition. |
| CTA Id | Unique GSID of a CTA created or closed. |
| CTA Name | Name of the CTA created or closed. |
| CTA Status | Status of a CTA. |
| Entity Type | Account (Company) or Relationship. |
| Is Name Identifier | True/False. While creating CTA, when you click ‘include in identifiers’ checkbox to trigger a CTA with unique identifier, CTA is recorded as True in this field. |
| Relationship Id | GS Relationship Id from SFDC for Relationship CTAs in Salesforce Edition. Relationship Id from MDA for Relationship CTAs in Standard Edition. |
| Source Step Id | A unique GSID from AO Participant Activity object to fetch details of a step from which a CTA is triggered from a Program. |
AO CTA Mapping (Program CTA Mapping) Object
This object is used in Journey Orchestrator module. For example; stores information about CTAs triggered against the respective source Programs.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| GS Advanced Outreach Id | A unique GSID from AO Advance Outreach object to fetch details of a JO Program. |
| GS CTA Id | Unique GSID of a AO CTA record that fetches details of this record. |
| GS Participant Id | A unique GSID from AO Participant object to fetch details of a Participant. |
| Step Id | A unique GSID from AO Participant Activity object to fetch details of a step from which a CTA is triggered from a Program. |
Opt-out Pages
This object is used in Journey Orchestrator module. For example; stores information opt-out pages.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Category Ids | IDs of an opt-out page category. |
| Created At | It is of datatype DateTime. Indicates when the opt-out page was created. |
| Created By | User who created an opt-out page. |
| Deleted | Flag that indicates whether an opt-out page is deleted. |
| Description | Description to an opt-out page. |
| GSID | GSID of a person record. For example: Usage Data ID in the data from Segment integration with Gainsight has a look up to this record in Person object. |
| Language Ids | A unique Is of a Language that is created by Admin. |
| Last Update Date | The date on which it was last updated. |
| Modified By | User who last modified the opt-out page. |
| Name | The name of the opt-out page. |
| Page Type | The type of the opt-out page created by the user. |
Opt-out Emails
This object is used in Journey Orchestrator module. For example; stores information about opt-out emails.
Note: Gainsight recommends users to use Opt-Out Emails instead of Unsubscribed emails.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Category Id | ID of opt-out emails category |
| Company Id | Unique GSID of the Company. |
| Created At | It is of datatype DateTime. Indicates when the opt-out email was created. |
| Created By | User who created an opt-out email. |
| Deleted | Flag that indicates whether an opt-out email is deleted. |
| Email Address | It is of datatype Email. Stores the Email address of the user who opted out. |
| Email Log Id | It displays the Email log ID number for the login attempt by the User. |
| Entity ID | The ID of the associated opt-out email activity. |
| Entity Name | Name of the Event used to collect the participants. |
| Entity Type | Company or Relationship. |
| Full Name | Full name of a Participant. |
| GSID | GSID of a person record. For example: Usage Data ID in the data from Segment integration with Gainsight has a look up to this record in Person object. |
| Language Id | A unique Id of a Language that is created by Admin. |
| Last Updated Date | The date on which it was last updated. |
| Modified By | User who last modified the opt-out email. |
| Page Id | A unique Id of an opt-out page. |
| Person Id | A unique Id from Person object. |
| Person Type | This field helps to join the AO Participants object with either Person object or Person Avatar (User, etc) object. |
| Reason | The reason why the participant opted out. |
| Reason Text | The detailed information on why the participant opted out. |
| Reason Type | The reason type for which the participant opted out. |
Opt-out Categories
This object is used in Journey Orchestrator module. For example; stores information about opt-out categories.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Code | A simple unique identifier of a Static Text. |
| Created At | It is of datatype DateTime. Indicates when the opt-out category is created. |
| Created By | User who created an opt-out category. |
| Deleted | Flag that indicates whether an opt-out category is deleted. |
| Description | Description to an opt-out category. |
| Disabled | Flag that indicates whether an opt-out category is disabled. |
| GSID | GSID of a person record. For example: Usage Data ID in the data from Segment integration with Gainsight has a look up to this record in Person object. |
| Last Update Date | The date on which it was last updated. |
| Modified By | User who last modified the opt-out email. |
| Type | The type of opt-out category created by the user. |
AO Failed Participants
This object is used in Journey Orchestrator module. For example; stores information about failed participants in Programs.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Account Name | Name of an account that a participant is associated with. |
| Advanced Outreach Id | A Unique Program Id. |
| Company Id | Unique GSID of the Company, this Relationship is associated with. |
| Context Attribute Boolean | It is a custom Boolean field used for participant mapping. |
| Context Attribute Date | It is a custom Date field used for participant mapping. |
| Context Attribute Decimal | It is a custom Decimal field used for participant mapping. |
| Context Attribute Email | It is a custom Email field used for participant mapping. |
| Context Attribute Integer | It is a custom Integer field used for participant mapping. |
| Context Attribute String | It is a custom String field used for participant mapping. |
| Context Display Name | Account/Relationship Type to which participant belongs. |
| Context Id | A unique ID that can be configured to tie a participant's response back to a specific activity/service offered. For example, the Context ID could be a support ticket number or a webinar code. |
| Context Name | Account/Relationship Type to which participant belongs. |
| Context Object Source | The context source of the participant. |
| Context Url | The context URL for which the clicked count is tracked. |
| Created At | It is of datatype DateTime. Indicates when the participant failed. |
| Deleted | Flag that indicates whether a participant is deleted. |
| External Id | A unique person identifier in an external system. It identifies a person uniquely apart from Email and Name. |
| Failure Reason | It displays the failure message for each failed participant. |
| Failure Reason Json | The failure reason in Json format. |
| First Name | First name of a Participant. |
| Full Name | Full name of a Participant. |
| GS Advanced Outreach Id | A Unique Program Id. |
| GS Manager User Id | A unique Id of a participant’s GS manager. |
| GS Relationship Id | GS Relationship Id from SFDC for Relationship CTAs in Salesforce Edition. Relationship Id from MDA for Relationship CTAs in Standard Edition. |
| GS Relationship Type Id | A unique GS Relationship Type Id of a participant. |
| GS Source Id | This field helps to join the AO Participants object with a specific record in the MDA standard object. This helps to build reports on the AO Participants object and join the selected fields from the MDA standard object. |
| GS User Id | This field helps to join with a specific record in either Person object or Person Avatar (User, etc) object. This helps to build reports on the AO Participant object and join the selected fields from the Person or Person Avatar object. |
| GSID | GSID of a person record. For example: Usage Data ID in the data from Segment integration which Gainsight has a look up to this record in Person object. |
| Last Name | Last name of a Participant. |
| Last Update Date | The date on which it was last updated. |
| Manager Email Address | Email address of a participant’s manager. |
| Manager First Name | First name of participant’s manager. |
| Manager Full Name | Full name of participant’s manager. |
| Manager Last Name | Last name of participant’s manager. |
| Manager User Id | A unique Id of a participant’s manager. |
| Occurrence Count | The total number of instances that the participant occurred. |
| Participant Created By | The participant who entered the program. |
| Participant Json | The participant Json code. |
| Participant Source Name | Name of the participant source. |
| Participant Source Type | CSV/Power List/Query Builder/Event. |
| Person Id | This field helps to join with a specific record in either Person object or Person Avatar (User, etc) object. This helps to build reports on the AO Participant object and join the selected fields from the Person or Person Avatar object. |
| Person Type | This field helps to join the AO Participants object with either Person object or Person Avatar (User, etc) object. This helps to build reports on the AO Participant object and join the selected fields from the Person or Person Avatar object. |
| Recipient Email Address | Email address of a Participant. |
| Relationship Contact Id | A unique identifier of the Relationship Contact. |
| Relationship Contact Name | Name of the Relationship Contact. |
| Relationship Name | Name of a Relationship. |
| Relationship Person Id | A unique identifier of the Relationship person. |
| Relationship Status | Status of a Relationship. |
| Relationship Type Name | Name of the Relationship type. |
| Sender Email Address | Email address of the organizer/Administrator. |
| Sender First Name | First name of the organizer/Administrator who sends a Program. |
| Sender Full Name | Full name of the organizer/Administrator. |
| Sender Last Name | Last name of the organizer/Administrator. |
| SFDC Account Id | SFDC Account Id for which a participant is associated with. |
| SFDC Contact Id | SFDC contact Id of a participant. |
| SFDC Relationship Id | SFDC Relationship Id of a participant. |
| SFDC Relationship Type Id | SFDC Relationship Type Id of a participant. |
| SFDC User Id | SFDC user Id of a participant. |
| Source Type | This field helps to join the AO Participants object with the MDA standard object. This helps to build reports on the AO Participants object and join selected fields from the MDA standard object. |
| Unique Criteria | An unique criteria defined for the participant. |
AO Engagement Mapping
This object is used in Journey Orchestrator module. For example; stores information about engagement mapping in Programs.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Completed Date | The date on which the triggered engagement completed. |
| Created At | The date on which the engagement was triggered. |
| Deleted | Flag that indicates whether the engagement is deleted. |
| Engagement Event Type | The type of PX engagement event. |
| Engagement Id | The unique identifier of the engagement. |
| Engagement Name | The name of the engagement. |
| Engagement Type | Type of engagement triggered. |
| GS Advanced Outreach Id | A unique GSID from AO Advance Outreach object to fetch details of a JO Program. |
| GS Participant Id | A unique GSID from AO Participant object to fetch details of a Participant. |
| GSID | GSID of a person record. For example: Usage Data ID in the data from Segment integration which Gainsight has a look up to this record in Person object. |
| Last View Date | The date on which the triggered engagement was last viewed. |
| Modified At | The date on which the triggered engagement was last modified. |
| Parent Event Id | The unique identifier of the parent engagement event. |
| Parent External Id | The unique identifier of the external user. |
| PX User Id | The unique identifier of a PX user. |
| Status | The status of an engagement. |
| Step Id | A unique GSID from AO Participant Activity object to fetch details of a step from which a CTA is triggered from a Program. |
| Triggered Date | The date on which the engagement is triggered. |
| Viewed Count | The total number of views for the triggered engagement. |
| Viewed Date | The date on which the engagement was viewed. |
AO CTA Events
This object is used in Journey Orchestrator module. For example; stores information about CTA Events in Programs.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Created At | It is of datatype DateTime. Indicates when the record was created. |
| CTA Id | Unique GSID of a CTA created or closed. |
| Deleted | Flag that indicates whether the event is deleted. |
| Event Name | Name of the Event used to collect the participants. |
| Event Time | The time at which this event occurred. |
| Event Type | Company or Relationship. |
| GSID | GSID of a person record. For example: Usage Data ID in the data from Segment integration with Gainsight has a look up to this record in Person object. |
| Modified At | It is of datatype DateTime. Indicates when the record was modified. |
Email Raw Events
Email Raw Events contains records of all the events of a recipient's email such as Sent, Opened, Bounced, Link clicked. The number of records present in the email raw events of a single email is equal to the number of events that occur for that email.
This object is used in the Journey Orchestrator module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Account ID | Account Id associated with a participant. |
| Address Type | This field stores the type of Influencer, either Within your Organisation (any Company Person) or Within Company (any Gainsight User). |
| Batch Id | The unique identifier of the Batch. |
| Batch Name | The name of the Batch. |
| Clicked Url | The URL for which the clicked count is tracked. |
| Company Id | Unique GSID of the Company, this Relationship is associated with. |
| Company Name | The name of the company. |
| Contact Id | Contact Id of a participant. |
| Created Date | It is of datatype DateTime. Indicates when the record was created. |
| Email Address | It is of datatype Email. Stores the Email address of the user. |
| Email Log Id | The unique identifier for the email log. |
| Event | Name of the Event used to collect the participants. |
| Event Date | The date on which this event occurred. |
| Event Message | An error message returned by the receiving email system. |
| External Email Id | It is of datatype Email. Stores the external Email address of the user. |
| GS Relationship Id | GS Relationship Id from SFDC for Relationship CTAs in Salesforce Edition. Relationship Id from MDA for Relationship CTAs in Standard Edition. |
| IP Address | It displays the Source IP address of the computer used by the User. |
| Metadata | A set of data that describes and gives information about other data. |
| Parent GSID | Parent GSID of a person record. For example: Usage Data ID in the data from Segment integration with Gainsight has a look up to this record in Person object. |
| Parent Name | The name of the parent company. |
| Template Id | Id of the email template. |
| Template Name | The name of the template. |
| Use Case | Cockpit = email was sent via Email Assist task, Program = email was sent via Program, and External sharing = sharing a feature. |
| Variant Id | If of the variant. |
| Variant Name | The name of the variant used (Default = no variant or default variant triggered) |
GS Error logs
This object is used in Journey Orchestrator module. For example; stores information about Gainsight error logs in Programs.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Area Name | The product in which a CTA is triggered, CTA in NXT Edition. |
| Created Date | It is of datatype DateTime. Indicates when the record was created. |
| Entity ID | The ID of the associated Activity entity. |
| Entity Type | Company or Relationship. |
| Error Count | Number of times the sync failed |
| Exception Type | This field is always set to ACTIVITY_SFDC_SYNC_FAILED. |
| Last Modified Date | The Date time when the sync last failed. |
| Message | The actual failure message. |
| Name | The Name or Subject of the Activity. |
Unsubscribed Emails
This object is used in Journey Orchestrator module. For example; stores information about unsubscribed emails.
Note: Gainsight recommends users to use Opt-Out Emails instead of Unsubscribed emails.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Account ID | Account Id associated with a participant. |
| Account Name | Name of an account associated with a participant. |
| Category | Category of an Activity. |
| Contact ID | Contact Id of a participant. |
| Contact Name | Name of the participant contact. |
| Created Date | It is of datatype DateTime. Indicates when the record was created. |
| Email Address | It is of datatype Email. Stores the Email address of the participant. |
| Reason | The reason why the participant was unsubscribed. |
| Reason Text | The detailed information on why the participant was unsubscribed. |
Anonymous Person
This object is used in Journey Orchestrator module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Created Date | It indicates when the record was created. |
| Dynamic Resolution Key | It is used by Gainsight for internal Master Data Management (MDM) process, not to store any person data for customer usage. |
| Email address of the person. | |
| External ID | A unique person identifier in an external system. It identifies a person uniquely apart from Email and Name. |
| First Name | First name of the person |
| GS Created By | Indicates who has created the record. This field has lookup to the GSID field of the User object. |
| GS Modified By | Indicates who has last modified the record. This field has lookup to the GSID field of the User object. |
| GSID | GSID of an anonymous person record. For example: Usage Data ID in the data from Segment integration with Gainsight has a look up to this record in Person object. |
| Last Name | Last name of the person. |
| Master Avatar Type Code | It is used by Gainsight for internal MDM process, not to store any anonymous person data for customer usage. |
| Master Record ID | It is used by Gainsight for internal MDM process, not to store any anonymous person data for customer usage. |
| Modified Date | It displays the date when the record was last modified. |
| Name | Name of the anonymous person. |
Program External API Logs
This object is used in Journey Orchestrator module. For example; stores information about external API logs in Programs.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Config Id | The unique identifier of an external API configuration. |
| Config Name | The name of the external API configuration. |
| Created At | The date on which the external API configuration was created. |
| Deleted | Flag that indicates the external API configuration deleted. |
| Execution Date | The date on which the external API configuration was executed. |
| Execution Id | The unique identifier of the external API configuration execution. |
| Failure Reason | The external API configuration execution failure reason. |
| GS Advanced Outreach Id | A unique GSID from AO Advance Outreach object to fetch details of a JO Program. |
| GS Participant Id | A unique GSID from AO Participant object to fetch details of a Participant. |
| GSID | GSID of a person record. For example: Usage Data ID in the data from Segment integration with Gainsight has a look up to this record in Person object. |
| Last Response Date | A datetime when a participant has responded to a program. |
| Modified At | The date when the external API configuration was modified. |
| Response S3 Id | The unique identifier of the S3 response. |
| Status | Indicates the status of the executed external API configuration. |
| Status Code | The code that identifies the status of the executed external API configuration. |
| Step Id | A unique GSID from AO Participant Activity object to fetch details of a step from which a CTA is triggered from a Program. |
| Type | The type of the external API configuration. |
AO Failed Participants History
This object is used in Journey Orchestrator module. For example; stores information about failed participants history.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Created At | It is of datatype DateTime. Indicates when the record was created. |
| Failure Reason | The detailed reason why the Email was not delivered. |
| GS Failed Participant Id | A unique GSID from AO Participant object to fetch details of a failed Participant. |
| Participant Source Name | Name of the participant source. |
| Participant Source Type | The type of source. CSV/Query Builder/Event. |
| NPS, Net Promoter, and Net Promoter Score are registered trademarks of Satmetrix Systems, Inc., Bain & Company and Fred Reichheld |
Timeline Module Objects
Some of the most important MDA objects used in the Timeline module are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.
Activity Timeline Object
This object is used as Timeline Activity in C360/R360 and Email Assist Tasks. For example; reports based on Timeline Activities and associated information fetched from other objects.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Account Id | An unique Id that helps to fetch customer information (Company Name, CSM, Current Score, etc.) from the MDA object Company. |
| Activity Date | The date on which an Activity occurs. |
| Context Id | Account Id/Relationship type Id/CTA Id to which an Activity belongs. This helps to fetch information from the objects Company, Relationship Type, etc. |
| Context Name | Account/Relationship Type/CTA to which an Activity belongs. |
| Created by | The name of the user who created an Activity. |
| Created Date | The date on which an Activity is logged in Gainsight. |
| Duration (in Mins) | Duration of a call or meeting in an Activity. |
| Last Modified By | The name of the user who last modified an Activity. Currently, only the user who created an Activity can modify it. |
| Last Modified Date | The date on which the Activity was last modified. |
| Notes | Important notes of the Activity. |
| Relationship Id | An unique Id that helps to fetch information about Relationship (Relationship Name, CSM, Current Score, etc.) from the MDA object Relationship. |
| Reporting Category | Category of an Activity (Standard or Custom). |
| Source | The source from which an Activity is generated: Account/Relationship/CTA/Account Widget/Opportunity Widget. |
| Subject | Subject of an Activity. |
| User Email | An email of a user who created an Activity. |
| User Id | An unique Id that helps to fetch user information (User Name, Email, Company Name, etc.) from the MDA object User. |
| User Name | The name of a user who created an Activity. |
Activity Attendee Object
This object is used as Timeline Activity in Reporting and Rules Engine modules.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Activity Id | The ID of the associated Activity. |
| Attendee Type | This field describes if the Attendee is internal or external. |
| External Attendee GS Id | The Gainsight ID of the associated External Attendee. |
| External Attendee SFDC Id | The SFDC ID of the associated External Attendee. |
| Internal Attendee GS Id | The Gainsight ID of the associated internal Attendee. |
| Internal Attendee SFDC Id | The SFDC ID of the associated internal Attendee. |
GS Error Logs Object
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Area Name | This field is always set to ANT (Activities and Timeline). |
| Created Date | The date time on which the error was logged for the first time. |
| Entity ID | The ID of the associated Activity entity. |
| Entity Type | This field is always set to Activity. |
| Error count | Number of times the sync failed. |
| Exception type | This field is always set to ACTIVITY_SFDC_SYNC_FAILED. |
| Last Modified Date | The Date time on which the sync last failed. |
| Message | The actual failure message. |
| Name | The Name or Subject of the Activity. |
Scorecards 2.0 Module Objects
Some of the most important MDA objects used in the Scorecards 2.0 module are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.
Scorecard Fact Object
This object is used to store the scores of the measures in the Scorecards 2.0 module. For example; Mass Edit view in Reports, C360/R360.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Company Id | Unique Id of an account from the MDA object Company. This field helps to fetch information of an account from the MDA object Company. |
| Created Date | The date on which a Scorecard is created. |
| Current Score Id | Fields from the Scorecard Scheme Definition like Color, Name, Score, etc. can be fetched into this object through this unique Id. |
| Measure Id | Fields from the Scorecard Measures like Name, Nature, etc. can be fetched into this object through this unique Id. |
| Modified Date | The date on which a Score is modified. |
| Previous Score Id | Fields from the Scorecard Scheme Definition like Color, Name, Score, etc. can be fetched into this object through this unique Id. |
| Score Modified By | User who last modified the score. |
| Scorecard Id | Fields from the Scorecard Master like Name, entity type, modified by, etc. can be fetched into this object through this unique Id. |
| Trend | Trend of the score. Up/Down/Same. |
Relationship Scorecard History Object
This object is used to store the historical scores of the measures in the Scorecards 2.0 module. For example; R360 and Habits Reports.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Company Id | Unique Id from the MDA object Company from which details about Company will be fetched into this object. |
| Created By | User who created a Scorecard. |
| Created Date | The date on which a Scorecard is created. |
| Modified By | User who last modified the scorecard. |
| Modified Date | The date on which a Scorecard is modified. |
| Overall Score (Relationship) | Overall score of a specific Relationship. |
| Relationship Id | Unique Id from the MDA object Relationship from which details about the Relationship are fetched into this object. |
Account Scorecard History Object
This object is used to store the historical scores of the measures in the Scorecards 2.0 module. For example; C360 and Habits Reports.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Company Id | Unique Id from the MDA object Company from which details about Company will be fetched into this object. |
| Created By | User who created a Scorecard. |
| Created Date | The date on which a Scorecard is created. |
| Modified Date | The date on which a Scorecard is modified. |
| Modified By | User who last modified the scorecard. |
| Overall Score (Account) | Overall score of a specific account. |
Scorecard Master Object
This object is used to store all the scorecard in the Scorecards 2.0 module. For example; used in Reporting.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Active | Flag that indicates whether a specific scorecard is in use. |
| Created By | User who created a Scorecard. |
| Created Date | The date on which a Scorecard is created. |
| Entity Type | Account/Relationship. |
| Is Default | Flag that indicates whether a specific scorecard is marked as the default among multiple scorecard. |
| Modified By | User who last modified the scorecard. |
| Modified Date | The date on which a Scorecard is modified. |
| Name | Name of the Scorecard. |
Scorecard Measures Object
This object is used to store the measures in the Scorecards 2.0 module. For example; used in Reporting.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Active | Flag that indicates whether a specific scorecard is in use. |
| Created By | User who created a Scorecard. |
| Created Date | The date on which a Scorecard is created. |
| Entity Type | Account/Relationship |
| Input Type | Manual/Calculated |
| Level Type | Measure/Group/Rollup (Overall) |
| Modified By | User who last modified the scorecard. |
| Modified Date | The date on which a Scorecard is modified. |
| Name | Name of a Scorecard. |
Scoring Scheme Definition Object
This object is used to store the definition of the scores and scoring bands in the Scorecards 2.0 module. For example; used in Reporting.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Active | Flag that indicates whether a scheme definition is in use. |
| Color | Defined for a scheme definition. |
| Created By | User who created a Scorecard. |
| Created Date | The date on which a Scorecard is created. |
| Deleted | Flag that indicates whether a scheme definition is deleted. |
| Label | Range from which the score is extracted (Example: If score is 55, defined Range can be 50-75). |
| Modified By | User who modified a Scorecard. |
| Modified Date | The date on which a Scorecard is modified. |
| Name | Name of a Scorecard. |
| Range From | First value of the Range assigned to a scorecard. |
| Range To | Last value of the Range assigned to a scorecard. |
| Score | Score values. |
Unified Scorecard Fact-Company
Multiple Scorecards can be assigned to each Company. Every scorecard has multiple Measures which are assigned with individual scores. Records of each score for the respective measure for a specific company inherited from a specific Scorecard is stored in this object.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Active | If a specific Scorecard Fact is Active that means If a Scorecard is assigned to at least one Company. |
| Comments | Comments entered while changing a score in a Scorecard for a specific Company. |
| Company Id | GSID of the Company with an associated Scorecard. |
| Created By Id | GSID of a user who created a score manually. If it is created through a Rule, system user id is populated. |
| Created Date | Date on which a record is created on this object. |
| Current score Id | Id of a score from Scoring Scheme Definition object which fetches the current score value. |
| Id | Populates unique id of each record, starts with 1, 2, 3,.... |
| Measure Id | Stores the GSID of a Measure and is fetched from the Scorecard Master object. It fetches details of a Scorecard from this object. |
| Modified By Id | GSID of a user who has last modified a scorecard manually (Ex: Comments), without updating a score. If it is modified through a Rule, system user id is populated. |
| Modified Date | Date on which a scorecard is last modified (Ex: Comment), without updating a score. |
| Previous score Id | Id of a score from Scoring Scheme Definition object which fetches the previous score value. |
| Score Modified At | Date on which a score was last modified. |
| Score Modified By Id | GSID of a user who last modified a score manually. If it is modified through a Rule, system user id is populated. |
| Scorecard Id | Stores the GSID of a Scorecard and is fetched from the Scorecard Master object. It fetches details of a Scorecard from this object. |
| Trend | Trend of a score: Up or Down or Neutral. Stored as 1, -1, and 0 respectively. |
Unified Scorecard Fact-Relationship
Multiple Scorecards can be assigned to each Relationship. Every scorecard has multiple Measures which are assigned with individual scores. Records of each score for the respective measure for a specific Relationship inherited from a specific Scorecard is stored in this object.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Active | If a specific Scorecard Fact is Active that means a Scorecard is assigned to at least one Relationship. |
| Comments | Comments entered while changing a score in a Scorecard for a specific Relationship. |
| Company Id | GSID of the Company with an associated Scorecard. |
| Created By Id | GSID of a user who created a score manually. If it is created through a Rule, system user id is populated. |
| Created Date | Date on which a record is created on this object. |
| Current score Id | GSID of a score from Scoring Scheme Definition object which fetches the current score value. |
| Id | Populates unique id of each record, starts with 1, 2, 3,.... |
| Measure Id | Stores the GSID of a Measure and is fetched from the Scorecard Masters object. It fetches details of a Measure from the object. |
| Modified By Id | GSID of a user who last modified a scorecard manually (Ex: Comments), without updating a score. If it is modified through a Rule, system user id is populated. |
| Modified Date | Date on which a scorecard was last modified (Ex: Comment), without updating a score. |
| Previous score Id | GSID of a score from Scoring Scheme Definition object which fetches the previous score value. |
| Relationship Id | GSID of the Relationship with an associated Scorecard. |
| Score Modified At | Date on which a score was last modified. |
| Score Modified By Id | GSID of a user who last modified a score manually. If it is modified through a Rule, system user id is populated. |
| Scorecard Id | It stores the GSID of a Scorecard and is fetched from the Scorecard Master object. It fetches details of a Scorecard from the object. |
| Trend | Trend of a score: Up or Down or Neutral. Stored as 1, -1, and 0 respectively. |
Scorecard Timeline Mapping
Details of Timeline Activity created for a Measure from the specific Scorecard.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Account Id | GSID of the Company for which a Timeline Activity entry from Scorecard is associated. |
| Activity Id | It stores GSID of the Timeline Activity which is created for a Measure from Scorecard while logging a Comment of Activity type. |
| Automated | It represents whether the comment of type Activity is logged through a Rule (Automated) or manually into a specific Scorecard. - True/False |
| Comments | Note entered in the Timeline Activity created for a Measure from the Scorecard, which is stored as Comment in this object. |
| Created By Id | GSID if the user who has created the Activity for a Measure from the Scorecard. |
| Created Date | Date on which an Activity created for a Measure from Scorecard. |
| Deleted | True/False. It stores whether a Comment of type Activity is deleted. |
| Fact Id | Unique Fact Id created for each record, starts with 1,2, 3,.... |
| Id | Unique Id created for each record in this object, starts with 1, 2, 3,... |
| Measure Id | Stores the GSID of a Measure and is fetched from the Scorecard Masters object. It fetches details of a Measure from the object. |
| Modified By Id | GSID of a user who has last modified a scorecard manually (Ex: Comments), without updating a score. If it is modified through a Rule, system user id is populated. |
| Modified Date | Date on which a scorecard is last modified (Ex: Comment), without updating a score. |
| Relationship Id | GSID of the Relationship to which a Timeline Activity entry from Scorecard is associated. |
| Score Id | It stores GSID of a score from the Scoring Scheme Definition object which fetches the measure score value. |
| Score Modified At | Date on which a score was last modified. |
| Score Modified By Id | GSID of a user who last modified a score manually. If it is modified through a Rule, system user id is populated. |
| Scorecard Id | It stores the GSID of a Scorecard to which Timeline Activity entry is logged and is fetched from the Scorecard Master object. It fetches details of a Scorecard from the object. |
| NPS, Net Promoter, and Net Promoter Score are registered trademarks of Satmetrix Systems, Inc., Bain & Company and Fred Reichheld |
Surveys 2.0 Module Objects
Some of the most important MDA objects used in the Surveys 2.0 module are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.
Survey User Answer Object
This object is used to store information about answers responded to Survey questions in the Surveys 2.0 module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Answer Id | Unique Id of a Survey answer from the Survey User Answer object. Id of an each allowed answer. |
| Answer Rank | Sequence Number of an answer for Ranking question. |
| Answer Text | To store Comment of an answer. |
| Participant Id | Unique Id of a Participant from Survey Participant object. |
| Question Id | Unique Id of a Question from Survey Question object. |
| Responded Date | DateTime when an answer was responded. |
| Survey Id | Unique Id of a Survey from Survey View object. |
Survey Translation Object
This object is used to store information about translation of survey data when a survey is multilingual in the Surveys 2.0 module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Answer Id | Unique Id of a Survey answer from Survey User Answer object. Id of an each allowed answer. |
| Category | Category of a survey that is translated: Static Text/Survey/Question/Library Question/Allowed Answer. |
| Code | A simple unique identifier of a Static Text. |
| Language Id | A unique Id of a Language that is created by Admin. |
| Library Question Id | A unique Id from Library Question object. |
| Survey Id | A unique Id from Survey View object. |
| Survey Question Id | A unique Id from Survey Question object. |
Survey Question Library Object
This object is used to store information of reusable questions that can be used in multiple surveys in the Surveys 2.0 module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Active | Flag that indicates whether a library question is Active or not. You can use only use Active questions. |
| Allow Comment | Flag that indicates whether a library question allows to insert comments or not. |
| Comment Label | Label of a comment box that displays before you add any comment in the comment box. |
| Display Order | Display order of the library questions while configuring a survey. |
| Reporting Label | Label of a library question in Reporting on any flattening object. |
| Selector | To store different kind of options to select either a single select or multi select items, Ex: Radio/Multi select checkbox/Single Select Checkbox. |
| Title | To store title of a Library question. |
| Type | To store the type of a Question: Single select/Multi select/NPS®. |
| Folder Id | A unique Id of a Folder from Survey Folder object in which a library question is stored. |
Survey Page Object
This object is used to store information about Survey pages in the Surveys 2.0 module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Display Order | Display order of Survey pages. |
| Title | Stores title of a Survey page. |
Survey Question Object
This object is used to store information of a survey question that is used in a Survey in the Surveys 2.0 module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Active | Flag that indicates whether a question is Active or not. You can use only use Active questions. |
| Allow Comment (Boolean) | Flag that indicates whether a question allows to insert comments or not. |
| Comment Label | Label of a comment box that displays before you add any comment in the comment box. |
| Display Order | Display order of the questions while configuring a survey. |
| Page Id | A unique Id of a Page where a specific question is used. |
| Reporting Label | Label of a question in Reporting on any flattening object. |
| Select to | To store different kind of options to select either a single select or multi select items, Ex: Radio/Multi select checkbox/Single Select Checkbox. |
| Survey Id | A unique Id from Survey View object. |
| Title | To store title of a Survey Question. |
| Type | To store the type of a Question: Single select/Multi select/NPS®. |
Survey Folder Object
This object is used to store information of a Survey folder that is used to store multiple library questions in the Surveys 2.0 module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Name | Name of the Survey Folder that stores few library questions |
Survey View Object
This object is used to store information of each Survey in the Surveys 2.0 module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Allow Internal Submission | (Boolean) Flag that indicates whether a survey allows Internal Submission (internal employee to respond to a Survey on behalf of another user). |
| Category | To store category of a Survey Anonymous/non-anonymous/partial anonymous. |
| Code | A simple unique code to identify a survey. |
| Description | Description to a Survey. Displayed as Header in the Survey Page. |
| End Date | Survey Expire date (Date by which a participant has to respond to a Survey). |
| Entity Type | Company/Relationship |
| Last Response Tracked At | To store DateTime when a Survey has been responded last time. |
| Link Expiry Days | To store the number of days that a Survey link is active (after which the survey expires). |
| Name | Name is mandatory. It appears to the end user when you do not assign a Title to a Survey. |
| NPS® Survey (Boolean) | Flag that indicates whether a Survey is of type NPS®. It is true if a Survey has NPS® question. |
| Owner Id | A unique Id of owner who created the survey. |
| Partial Submit Days | The number of days after which a survey that has been partially saved is responded as partially submitted. |
| Published Date | Date on which the survey is published to send across. |
| Published URL | Site URL of a Survey. |
| Question Count | The number of Questions in a Survey. |
| Relationship Type Id | A unique Id of a Relationship Id. |
| Start Date | The date by when you can publish a Survey. Unless a Survey is published, you cannot send it across from any distribution channel. |
| Status | of a Survey: Design/Published/Closed (Expired). |
| Title | Display Name in UI and it is shown as Survey Title in the end user Response page. |
| Type | of a Survey: Transactional (A survey that is sent on a specific context)/Non-Transactional. |
NPS® Survey Response Object
This object is used to store information about an NPS® Survey and its Response in the Surveys 2.0 module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Comment | The NPS® comment |
| Company Id | A unique Id from the Company object that a survey is associated with. |
| Company Person Id | A unique Id from the Company Person object, details of a participant associated with a Company. |
| Email Id of the participant which is fetched from Survey Participant object. | |
| Language Id | Details of a language in which an end user has responded. |
| Name | Participant Name. |
| NPS® Score | NPS® Score of a Survey. |
| Participant Id | A unique Id of a Participant fetched from the Survey Participant object. |
| Person Id | A unique Id from Person object. |
| Relationship Id | A unique Id from the Relationship object that a Survey is associated with. |
| Relationship Person Id | A unique Id from the Relationship Person object, details of a participant associated with a Relationship. |
| Responded Date | The date on which an NPS® Survey is responded. |
| Score Type | Score type of an NPS® survey: Promoter/Detractor/Passive. |
| Sentiment | Sentiment is stored from the analytics on the Survey comments. |
| Survey Id | A unique Id from the Survey view object that helps fetch Survey details. |
| True NPS® | Stores the value 100 (Promoter) / 0 (Passive) / -100 (Detractor) for the NPS® response. Average the values of this field to compute the True NPS® categorized by Participant / Company attributes. |
Survey Allowed Answer Object
This object is used to store information about the number of answers supported for any Survey (for an NPS® Survey, the number of allowed answers is 11 (0 to 10)) in the Surveys 2.0 module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Answer Score | Score assigned to each answer. |
| Display Order | The display order of the answers that are displayed in a Survey. |
| Other Option (Boolean) | Flag that indicates whether a Survey question has other option (true/false). |
| Survey Id | A unique Id from the Survey view object that helps fetch Survey details. |
| Survey Question Id | A unique Id from the Survey Question object that helps fetch Survey question details. |
| Title | The title of the answers. |
Survey Text Analytics Object
This object is used to store information about analytics applied on the Survey comments in the Surveys 2.0 module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Aspect | System dynamically analyses the Survey comments and provides a random Aspect (Ex: If system identifies a word ‘Cockpit’ in the survey comment, the Aspect can be ‘Cockpit’. |
| Aspect Group | Logical groups of Aspects. Ex. the Aspects “business partner” and “business need” would be grouped together under the "business" Aspect group as this is a logical way of categorizing them together. |
| Company Id | A unique Id from the Company object that fetches details of a Company. |
| NPS® Response Id | A unique Id from the NPS® Survey Response object that fetches details about NPS® Survey. |
| Run Date | The date on which Analytics applied on the Survey comments. |
| Sentence | It stores each Sentence in a Survey comment. |
| Sentence Category | It stores either Positive, Negative, or any suggestions that system dynamically categorizes. |
| Survey Id | A unique Id of a Survey that helps fetch details of a Survey. |
| Survey User Answer Id | A unique Id from Survey User Answer object that fetches details of a Survey answer from each user. |
| Participant Id | A unique Id of a participant fetched from Survey Participant object and helps fetch details of a participant. |
Survey Participant Object
This object is used to store details of Survey Participants in the Surveys 2.0 module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| AO Participant Id | A unique Id of a participant from AO Participants object if the survey is sent from Journey Orchestrator. |
| Company Id | A unique Id from the Company object that fetches details of a company, a survey is associated with. |
| Distribution Channel | A channel from which a survey is distributed: AO (Program)/Email Assist/any anonymous channel. |
| Email Id of a participant. | |
| External Id | of a participant when the participant details are fetched from. Salesforce Id of participant when surveys are migrated from 1.0 to 2.0. |
| External Source | External source of Participant when surveys are migrated: It can be either Salesforce or SurveyMonkey. |
| First Name | The first name of a participant. |
| Full Name | The full name of a participant. |
| Internal Question Submission Date | When a survey is responded internally by another person (Ex: CSM) as a survey response to end user’s survey submission. The date on which an internal question is submitted. |
| Internal Question submitted (Boolean) | Flag that indicates whether an internal question is submitted or not. (true/false) |
| Internal Question Submitted By | It stores the user details who submitted the internal question. This field fetches details from the User object. |
| Language Id | A unique Id of Language in which a participant has responded in. |
| Last Name | The last name of a participant. |
| Last Response Record Time | A datetime on which a participant has responded to a Survey. |
| Person Id | A unique Id from Person object that this participant is tied to. This field fetches details from the Person details of this participant. |
| Relationship Id | A unique Id from Relationship object that this participant is associated with. This field helps fetch details from the Relationship object. |
| Responded (Boolean) | Flag that indicates whether a participant has responded to a specific Survey or not. |
| Responded By | User details of a person who has responded to a Survey on behalf of a participant. This field fetches details from the User object through Lookup (internal Submission). |
| Responded Date | The date on which a participant has responded to a specific Survey. |
| Response Status | Partially saved/Partially submitted/Submitted. |
| Survey Id | A unique Id of a Survey from the Survey View object that helps fetches details of a specific Survey. |
| Survey Opened Date | The date on which a participant has opened a Survey. |
| Survey Sent Date | The date on which a Survey is distributed to the participants. |
| Survey Opened (Boolean) | Flag that indicates whether a Survey is opened by a participant or not. |
| Test Participant (Boolean) | Flag that indicates whether a Survey sent to a participant is Test Participant. |
| Token | A unique identifier from which a Survey is distributed from. |
| Response URL | This field helps to view the Survey Response provided by the Survey Participant. Note: This URL will be populated only when a participant responds to a Survey (when submits the Survey Response). |
Survey PX Execution Log
This object is used to store details of Survey PX execution log in the Surveys module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Created Date | It is of datatype DateTime. It indicates when the record was created. |
| Deleted | Flag that indicates whether the Survey PX Execution Log is deleted. |
| It is of datatype Email. Stores the Email address of the user. | |
| Engagement Id | The unique identifier of the engagement. |
| Error Message | It displays the error message for each failed response. |
| Event Date | The date on which the Survey PX engagement event was executed. |
| Event Id | The unique identifier of the Survey PX engagement event. |
| Event Name | The name of the Survey PX engagement event. |
| Event Type | The type of the Survey PX engagement event. |
| Execution Id | The unique identifier for the execution of the Survey PX engagement event. |
| GSID | GSID of a user record. For example, CSM in a Relationship or Company has a lookup to this record in the User object. |
| Modified Date | It is of datatype DateTime. Displays the date when the record was last modified. |
| PX User ID | The unique identifier of a PX user. |
| Questions Added | The number of Questions added in a Survey. |
| Questions Failed | The number of Questions failed in a Survey. |
| Request Id | The unique identifier that helps to probe the Sumologic logs to figure out what has happened as a part of that request. |
| Retry Count | The number of attempts participant tried to respond to a Survey. |
| Status | The status of a Survey: Design/Published/Closed (Expired). |
Language
This object is used to store details of language in the Surveys module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Active | Flag that indicates whether the language is Active or not. |
| Code | The unique identifier used for the language. |
| Created By | The user id who created the language. |
| Created Name | The user name of the person who created the language. |
| Deleted | Flag that indicates whether the language is deleted. |
| Display Order | Display order of the questions while configuring a survey |
| GSID | Unique GSID of the Company/Relationship associated with this language. |
| ISO Code | The unique identifier for the ISO code. |
| Modified By | User id who last modified the language. |
| Modified Date | The date on which the language was last modified. |
| Name | Used to store the language code. |
| Source | Source of Participant when surveys are migrated. |
Survey Audit Log
This object is used to store details of survey audit logs in the Surveys module.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Action Type | Action type of a Survey (Transactional/Non-Transactional) |
| Created By | The user id who created the survey audit log. |
| Created By Name | The user name of the person who created the survey audit log. |
| Created Date | The date on which the survey audit was created. |
| Deleted | Flag that indicates whether the survey audit log is deleted. |
| Log Id | Unique Id of a person who logged the audit. |
| Modified By | User id who last modified the audit log. |
| Modified By Name | The user name who last modified the audit log. |
| Modified Date | The date on which the audit log was last modified. |
| Participant Id | Unique Id of a Participant from Survey Participant object. |
| Person Id | Unique Id from Person object. |
| Survey Id | Unique Id of a Survey from Survey View object. |
| NPS, Net Promoter, and Net Promoter Score are registered trademarks of Satmetrix Systems, Inc., Bain & Company and Fred Reichheld |
Email Assist Module Object
Some of the most important MDA objects used in the Email Assist module are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.
Email Logs Object
This object is used in Journey Orchestrator, Advanced Outreaches (Programs), Email Assist. For example; Rules/Reports based on success of email campaigns, number of Email Assist tasks sent, types of error messages being returned by systems, etc.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Associated Field | Field from the associated object. |
| Associated Object | Object name to which an email log is associated. |
| Associated Value | The value stored in associated field from associated object. |
| Batch Name | The name of the Batch. |
| Contact Name or User Name | Recipient of the email - if sent internally, User Name is populated, if sent externally, Contact Name is populated. |
| Event Message | An error message returned by the receiving email system. |
| Opened | Binary value, 1 = the email was opened, 0 = the email was not opened. |
| Open Count | Number of times the email was opened. |
| Template Name | The name of the template |
| Triggered Date | Date/time at which the email was scheduled to go out. |
| Triggered On | Actual date/time that the email was sent. |
| Use Case | Campaign = email was sent via Journey Orchestrator, Cockpit = email was sent via Email Assist task, and Program = email was sent via Program. |
| Variant Name | The name of the variant used (Default = no variant or default variant triggered). |
User Management Object
This article explains the User Login History object, its fields, and their descriptions. For more information on other SFDC and MDA Objects used in different modules, refer to the Gainsight Object Glossary article.
User Login History Object
User Login History object is used to store the history of Gainsight user logins and this data can be retrieved from the Report Builder.
Note: User Login History data cannot be viewed from the pure SFDC instance.
Following table lists the fields in this object and their descriptions:
| Field Name | Description |
|---|---|
| Application | It displays the browser name from which the User is attempting to login to the Gainsight application. |
| Location | It displays the location name from where the User is attempting to login to the Gainsight application. |
| Log ID | It displays the log ID number for the login attempt by the User. |
| Login Time | It displays the login time of the login attempt by the User. |
| Login Type | It displays the login method used by the User to login to Gainsight application. |
| Message | It displays the failure message for each failed login attempt. |
| Source IP Address | It displays the Source IP address of the computer used by the User. |
| Source Session | It displays the login platform such as Gainsight NXT, Mobile, and Salesforce. |
| Status | It displays the result of login attempts like Success or Failure. |
| User | It displays the User ID. |
People Maps Object
This article explains the People Maps Influencers object, its fields, and their descriptions. For more information on other SFDC and MDA Objects used in different modules, refer to the Gainsight Object Glossary article.
People Maps Influencers Object
This object is used for People Maps to store information about the influencers in the People Maps. This data can be retrieved from the Report Builder.
The following table lists the data fields and their descriptions in this object:
| Field Name | Description |
|---|---|
| Standard Fields | |
| Influencer ID | Company Person ID of the influencer. This field has a lookup to the GSID field of the Company Person object. |
| Company Person ID | Company Person ID of the subject of influence. This field has a lookup to the GSID field of the Company Person object. |
| Sentiment | This field stores the sentiment of the Influencer, either Positive, Negative or Neutral |
| Type | This field stores the type of Influencer, either Within your Organisation (any Company Person) or Within Company (any Gainsight User) |
| Notes | This field stores any Notes that CSMs have added about the Influencer. |
| System Fields | |
| GS Created Date | Indicates when the record was created. |
| GS Modified Date | Indicates the date when the record was last modified. |
| GSID | Unique GSID of every record in the object. This is generated automatically. |
| GS Created By | Indicates who has created the record. This field has lookup to the GSID field of the User object. |
| GS Modified By | Indicates who has last modified the record. This field has lookup to the GSID field of the User object. |
C360 Sponsor Tracking Objects
This article explains the Sponsor Tracking objects, their fields, and their descriptions. For more information on other SFDC and MDA Objects used in different modules, refer to the Gainsight Object Glossary article.
Sponsor Tracking
The following table lists the data fields in this object:
| Field Name | Description |
|---|---|
| Changed (Boolean) | True or False |
| Changed Info | Changes from (old value) and to (new value). If there are any changes in the profile tracked, the changes are stored as Json doc against this field. |
| Contact Id | N/R |
| Deleted | (True or False) If a Sponsor is deleted |
| entityType | Company or Relationship |
| Last Change Details | Accepted change details from previous version to latest. |
| Last Change Modified By | User who made changes to the specific Sponsor. |
| Last Change Modified Date | Date when the last change was made to the specific Sponsor |
| LinkedIn Url | URL of LinkedIn |
| Person Id | GSID of Person in GS |
| Photo Url | Linked Url of a Photo |
| Relationship Id | GSID of Relationship in GS. |
| sfdc account id | N/R |
| Sfdc Id | N/R |
| Sfdc Relationship Id | N/R |
| Social Profile | Array of urls (FB, Twitter, etc.) |
| Source Type | N/R |
| Sponsor Full Name | Full Name captured from LinkedIn |
| Status | Track or Pending or Match Found |
Sponsor Tracking Log
The following table lists the data fields in this object:
| Field Name | Description |
|---|---|
| Changed Attribute | Any changes exist when profile is refreshed - true/false |
| companyId | GSID of Company |
| Deleted | (True or False) If a Sponsor is deleted |
| entityType | Company or Relationship |
| Person Id | GSID of Person in GS |
| Relationship Id | GSID of a Gainsight Relationship |
| Sponsor Tracking Id | GSID of a Sponsor in Sponsor Tracking object |
Shared 360 Object
Gainsight object User Shared Detail used for Shared 360 is described here.
User Shared Detail
The following table lists the data fields in this object:
| Field Name | Description |
|---|---|
| Shared with User Id | GSID of the User (Recipient) of the external sharing link. |
| Shared User Id | GSID of the User (Sender) of the external sharing link. |
| Company Id | GSID of the Company to which each shared link is associated with. |
| Relationship Id | GSID of the Relationship to which each shared link is associated with |
| Relationship Type Id | GSID of the Relationship Type to which a Relationship belongs to. |
| Token Status | ACTIVE, REVOKE, and BLOCKED depending on whether the external shared link is active or revoked by sender, or blocked by system after multiple wrong password entries respectively. |
| Token Expiry | Expiration date of the external sharing link. |
| Link Send Status | Status of the email delivery to the user. |
| Comments | It stores the reason for the link revoked or blocked. |
| Link Viewed | It stores the number of times that a link is viewed/clicked |
| Deleted | It stores the Delete status of the external link sharing instance. |
| Created At | It stores the created date of the link. |
| Distribution Type | ADHOC or JO for Sharing from Shared 360 or through JO Program respectively. |
| Modified At | It stores the modified date of the link. |
| Gsid | Unique id to identify each record in this object. |
| Revoked_expiry (Not available on UI) | date when the link is revoked |
| Blocked_expiry (Not available on UI) | date when the link is blocked |
Company Intelligence Objects
This section describes some of the most important MDA objects used in the Company Intelligence module.
Company Intelligence Actions Object
This object stores the information about the actions taken on the Company Intelligence posts.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Action Type | The type of action taken on the post by the user. Either CTA or Timeline activity created. |
| Created Date | The date on which the user created the action. |
| GSID | A unique identifier for the table. |
| Modified Date | The date on which the action was last modified by the user. |
| Source | Indicates the source from which the actions are created for the news posts. Either Slack or C360. |
| Activity ID | The ID of the associated Activity. |
| CTA ID | Unique GSID of a CTA created or closed. |
| Created By | The name of the person who created the action. |
| Modified By | The name of the person who last modified the created action. |
Company Intelligence Configuration
This object stores the information about the Company Intelligence configuration done by admins.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Companies Type | It is the type of selection made while creating the configuration, possible options are FILTERED/ALL. |
| Created Date | The date on which the configuration is created for the Company Intelligence feature. |
| Description | A brief description of the configured companies. |
| GSID | A unique identifier for the table. |
| Modified Date | The date on which the Company Intelligence configuration was last modified. |
| Name | The name of the configuration created. |
| Url Field | The Url provided for easy identification of companies in the configuration. |
| Companies | A list of companies added to the configuration. |
| Created By | The name of the person who created the configuration. |
| Modified By | The name of the user who last modified the configuration. |
| Signals | The type of signals configured to receive posts. |
Company Intelligence Configuration History
This object stores information about the history of how many companies got added on any given day and how many companies got removed on any day.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Companies Added | The total number of companies added to the configuration. |
| Companies Removed | The total number of companies removed from the configuration. |
| Companies Resolved | The total number of companies that are resolved as part of the configuration. |
| Created Date | The date on which the current record is created. This is historical record data that captures the changes happening in configuration. So, this will have a record depicting the state of the configuration on this date. |
| Event Name | Indicates any changes in the configuration such as configuration created, updated, or Daily scheduler is triggered. |
| GSID | A unique identifier for the table. |
| Save Status | It displays the status of the configuration. |
| Total Companies | The total number of companies added to the configuration includes; resolved, mapped, and removed. |
| Created By | The name of the person who created the configuration. |
| Opt-In ID | A unique ID used to distinguish the configuration. |
Company Intelligence Mapping
This object stores the information about the status of the companies that got added during the configuration.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Company Domain | The domain of the configured company. |
| Mapping Status | The status of the companies, whether they are mapped or not. |
| Not Found Reason | The reason provided if the company is not found at the time of mapping the companies. |
| Opt-In notes | Notes added to the company mapping record by the admin to help with finding the company. |
| Company ID | Unique GSID of the Company. |
| Opt-In ID | A unique ID used to distinguish the configuration. |
Company Intelligence News Posts
This object stores the information about the total number of news posts received for each configured signal for a mapped company.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Content | The content of the news post. |
| Created Date | The date on which the Company Intelligence news posts are received. |
| GSID | A unique identifier for the table. |
| Is Pulled | Indicates whether the news posts are pushed or prefilled. |
| Link | The link of the received Company Intelligence news post. |
| Modified Date | The date on which the Company Intelligence news post was last modified. |
| Published Date | The date on which the Company Intelligence news post was published in the external source. |
| Publisher | The name of the source who published the Company Intelligence news post. |
| Title | The title of the Company Intelligence news posts. |
| Actions | The type of actions taken on the news posts. |
| Companies | The list of companies that are configured. |
| Created By | The name of the user who has taken action on the news posts. |
| Modified By | The name of the user who last modified the action. |
| Signals | The type of signal targeted by the news post. |
Company Intelligence Platforms
This object stores the information about the Company Intelligence feature usage in platforms such as Slack, Email, or C360.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| GSID | A unique identifier for the table. |
| Is Configured | Indicated whether the Company is configured for Company Intelligence posts or not. |
| Platform Name | The name of the platform in which the Company Intelligence feature is used, such as Slack, Email, or C360. |
Connectors (Horizon Experience) Objects
Some of the most important Gainsight objects used in the Connectors module are described here:
Case
This is a standard object which stores support tickets data in the tenant.
| Field Name | Description |
|---|---|
| Company ID | Companies Ids, a case associated with. This field has a lookup to the GSID field in the company object. |
| Case Type | Stores information about the type of cases - Problem, Incident, Question, and so on. |
| Case Priority | Priority of a case - High, Medium, or Low. |
| Case Parent ID | Parent ID of the case. |
| Case Description | Description of the ticket. |
| Modified Date at source | Last modified date at source. |
| Source Id | Source of the ticket, such as email, phone, chat and so on. |
| External System Id | Unique Id of the case record located at source. |
| Requester ID | GS Id given to a Requester. |
| Assignee ID | User Ids, a case associated with. This field has a lookup to the GSID field in the user object and relationship object. |
| Case Resolution Date | Date on which the case is marked as resolved at the source. |
| Relationship ID | Lookup to the GSID field in the relationship object. |
| Has Linked Issues | Indicates whether there are any link issues or not. This field is of boolean data type (True / False). |
| Source Instance Id | Instance identifier of the source connection from which the connector is authenticated. |
| Created Date | Date and time at which the case is created at Gainsight. |
| Created Date at source | Date and time at which the case is created at source. |
| Ticket Url | URL of case record at source. |
| Source Org ID | Source organization Id of the ticket. |
| GSID | GSID of a case record. |
| External Id | Ticket number at source. |
| Case Status | Current state of the case such as Open, In-progress, Closed and so on. |
| Source Type | Connector type from where this case record is inserted to Zendesk, Freshdesk, and so on. |
| Modified Date | Last modified date at Gainsight. |
| Case Subject | Subject of the case. |
Note:
While selecting Gainsight objects for Add to Destination for any job creation, only select Case object. Other objects such as Case Associations, Case Organization Mapper, and Case Level CTA are considered as reference objects and will be populated automatically when job runs.
Case Associations
This object stores information of all the tickets and helps identify the relationship (parent - child) among the tickets, if any.
| Field Name | Description |
| Associated Case ID | GSID of a case record.This field has a lookup to the GSID field in the case object |
| Source Associated ID | Ticket number at source.It is same as External Id field in case object. |
| Source Parent ID | Source of parent case record. |
| Resolved | Indicates whether the case is resolved or not. This field is of boolean data type (True / False). |
| Source Instance Id | Instance identifier of the source connection from which the connector is authenticated. |
| GSID | GSID of a case association record. |
| Parent Case ID | Stores the parent case Id from which the case has been generated. |
| Modified Date | Displays the last modified date of the case association. |
| Source Type | Connector type of the case records. |
| Created Date | Date and time at which the case is created. |
Case Level CTA
This object specifies the CTA which is generated in response to a company, which is exclusive to the Zendesk connector. CTAs generated by the Zendesk Gainsight widget are stored here.
| Field Name | Description |
| External Ticket ID | Id of an external ticket at the source. |
| Source Instance ID | Instance identifier of the source connection from which the connector is authenticated. |
| Modified Date | Last modified date of the case level CTA. |
| GSID | GSID of the CTA stored in this object. |
| CTA ID | GSID of the CTA . It refers to the GSID field in the CTA object. |
| Case ID | GSID field in the case object |
| Created Date | Date and time at which the case is created. |
Case Organization Mapper
This object contains mapping information between the external source organizations and Gainsight company.
| Field Name | Description |
| Source Instance ID | Instance identifier of the source connection from which the connector is authenticated. |
| GS Company ID | GSID of company record. This field has a lookup to the GSID field in the company object. |
| GS Company Name | Company name in Gainsight. |
| GS Relationship ID | GS Relationship Id. |
| GS Relationship Name | GS Relationship name |
| Source Org ID | Source organization Id of the external system. |
| Source Organisation Name | Source organization name. |
| Created Date | Created date of the case organization mapper. |
| Modified Date | Last modified date of the case organization mapper. |
| GSID | GSID of the record. |