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. To view the complete list of objects and their fields by feature area, click a topic below.
SFDC and MDA Objects
Following are some of the modules in which SFDC objects are used and also other modules in which MDA Objects are used:
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. |
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
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
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
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
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
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
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
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. |
C/R360 Module Objects
Some of the most important SFDC objects used in the C/R360 modules are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.
Customer Info
This object is used in C/R360 modules 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)
This object is used in R360 module. 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. |
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
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). |
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)
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. |
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. |
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 Relationship. |
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. |
User (MDA)
This object is used in Scorecards 2.0, Surveys 2.0, Journey Orchestrator, Timeline, and Dashboard Builder modules. For example; 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 organization. A user is identified as an external user when the user is part of your customer’s organization. To enter external user information into User object, user’s organization should have a record in the MDA object Company. |
Relationship (MDA) Object
This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. For example; 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 company. |
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 Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules.
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. |
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. |
User (MDA)
This object is used in Scorecards 2.0, Surveys 2.0, Journey Orchestrator, Timeline, and Dashboard Builder modules. For example; 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. |
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
Note: This Object is only applicable to SFDC.
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. |
Company Object
This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. For example; to tie scorecard 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 Relationship. |
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 scorecard 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. |
User (MDA)
This object is used in Scorecards 2.0, Surveys 2.0, Journey Orchestrator, Timeline, and Dashboard Builder modules. For example; 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 organization. A user is identified as an external user when the user is part of your customer’s organization. To enter external user information into User object, user’s organization should have a record in the MDA object Company. |
Relationship (MDA) Object
This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. For example; 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 company. |
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 scorecard in the system, but only one can be active at a time. |
Relationship Type (MDA) Object
This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules.
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. |
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.
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 Relationship. |
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. |
User (MDA)
This object is used in Scorecards 2.0, Surveys 2.0, Journey Orchestrator, Timeline, and Dashboard Builder modules. For example; 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. |
Relationship (MDA) Object
This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. For example; 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 company. |
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 Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules.
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. |
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. |
Dashboard Builder Module Objects
Some of the most important MDA objects used in the Dashboard module are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.
User (MDA)
This object is used in Scorecards 2.0, Surveys 2.0, Journey Orchestrator, Timeline, and Dashboard Builder modules. For example; 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. |
Email Assist Module Objects
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). |
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. |