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Gainsight Inc.

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 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.

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 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 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.
Email 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 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.
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