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 |