Release Notes Version 6.11 February 2020

AE Person identifier Lookup

Until now, admins can only create a lookup from AE person identifier to Person object in Gainsight. But, with this enhancement, admins can also create a lookup from AE person identifier in usage data to Company Person object in Gainsight.

Business Use Case: For instance, assume a person named Andy is working with a company called ABC as a Software Engineer, and as a consultant for a company called XYZ. Assume, Andy’s record with company ABC is stored in Person object, but Andy’s record with company ABC and XYZ are stored in Company Person object. So, with the existing functionality when you create a usage report in AE that has been looked up to Person object might give you only the details of Andy’s contribution to ABC company. This enhancement helps address this issue as AE person identifier can now lookup to Company Person object. Usage reports when created can get you the actual details of the person’s usage data from each company based on the person’s Role/Title in the company.

Pull real time usage data directly from Snowflake, Postgres, MySQL and Redshift

Admins can now ingest near real time usage data/telemetry data from more external sources like Snowflake, Postgres, MySQL and Redshift. Once the connection is established, you can bring the usage data from these sources to the Adoption Explorer Timeseries objects. 

To use this enhancement:

1. Navigate to Adoption Explorer > Administration.
2. Hover to the required project name and click the Objects icon and you are landed on the Objects listing page.
3. Now, hover to the required object for which you want to establish a source connection and click the rounded plus (Add Source).
4. Enter the Source Name of your choice.
5. Select the required Source Type from the dropdown list. You can now additionally see the following new external sources:

• Snowflake
• Postgres
• MySQL
• Redshift

For more information on how to setup these source connections, refer to the Configure Adoption Explorer Objects article.

Once you setup the source connection and the project is saved, these Adoption Explorer objects are seen in the Gainsight Data Management page, prefixed with the project name. Once the data is available in Gainsight, you can use it in other areas, such as Reporting and Rules Engine.

Note: Currently, you cannot directly connect to these sources from Rules Engine and Reporting. The only way to connect to these sources is via Adoption Explorer, but once the usage data is available in Gainsight, you can explore it in Rules and Reporting.

Create usage reports at Company level ignoring Instance level data

You can now create Usage reports in a Layout at the Company Level ignoring “Instance” level data.

Business Use Case: For instance, assume a company called ABC has two products namely “Product 1” and “Product 2”. With the current functionality in Gainsight, you can only create usage reports at individual product levels, either “Product 1” or “Product 2” but not at Company level. Adoption Explorer is now enhanced to address this issue, you can now create usage reports to get insights not only at individual product levels, but also at Company level ignoring instance (product level) data.

To use this enhancement:

1. Navigate to Adoption Explorer > Administration.
2. Hover to the required project in which you want to configure a layout. Click the Layouts icon, and you are landed on the Layouts listing page.
3. Click + Layout to create a new one.
4. Enter the Layout Name of your choice.
5. From the Layout Type dropdown list, select the required Layout type.
6. Select the Ignore Instance checkbox, if you want to create reports only at the Company level, ignoring instance level data.

For more information on how to create a Layout, refer to the Create Layouts in Adoption Explorer article.

Faster Search functionality for field selection

While adding a field to a dataset, you can now search and find the required field much faster than before. When users type in the Field name, the search functionality now fetches the fields from the base object. To further extend your search on lookup objects, be sure to expand the lookup object before you search. 

For more information on how to search and add a field to the dataset, refer to the Preparation Details in Data Designer (BETA) article. 

The following image shows the enhanced Search functionality.

Bulk Import PX Surveys into Survey 2.0

Gainsight Admins can now integrate Gainsight PX with Gainsight CX (Survey 2.0) to import and analyze PX survey engagement responses. Gainsight users can derive more customer insights from these survey responses and trigger followup actions from Gainsight CS. CSMs can analyze the PX survey engagement responses from the C/R360 page.

After you configure the integration from Administration > Operations > Connectors 2.0 > CONNECTORS tab, navigate to the Survey 2.0 page to access this feature.

For more information on how to integrate Gainsight PX with Gainsight Survey 2.0, refer to the Gainsight PX integration with Gainsight Survey 2.0 article.

In the following image, you can see the Import from PX option when you click +. The Gainsight PX logo below the Survey Name identifies the surveys which are imported from Gainsight PX.

Save of Gainsight Fields not Mapped to Salesforce Does Not Trigger Sync

With this enhancement, when you update a field that is present only in Gainsight, there is no impact on the corresponding Opportunity record in Salesforce. Specifically, the Last Activity, Last Modified By, and Last Modified Date fields are not updated in Salesforce. This enables Renewals teams and CSMs to independently manage opportunity data as needed.

IMPORTANT: This enhancement does not impact the existing behavior of fields that are mapped to Salesforce Opportunities. If you modify an Opportunity field that is mapped to Salesforce via the Salesforce Connector, the corresponding changes are synced back to Salesforce.  

To use this feature:

1. Create a custom field in the GS Opportunity object.

2. Add the custom field to Renewal Center’s Opportunity List view and/or Detail view layouts.

3. Modify the values of the newly created custom field from the Renewal Center user page. 
4. Save the changes. 

 Add Lookup Fields as Filters in R360

Admins can now select Lookup Fields when configuring filters for the R360 Attributes section, to better control the type of data displayed within the R360.

To add a filter to an R360 page, navigate to Administration > General > Relationships > Types > select the Relationship Type you wish to edit > Layouts > select the Layout you wish to edit > Click to configure the Attributes section > select the filters you wish to apply.

For more information on configuring the R360, refer to the Configure 360 Attributes Section article.

Set Custom Expiration Period for Shared Layouts

Previously, admins could only choose from a pre-selected list of date ranges when configuring the expiration period of a shared setting. This limited their ability to control the amount of time their shared layouts are available. Now, admins can set the exact number of days a shared layout is available before access expires. To configure expiration settings for shared layouts navigate to Administration > Sharing > 360 Layout > select either the C360 LAYOUTS tab, or the R360 LAYOUTS tab > select the layout you wish to edit > Sharing Settings.

For more information on how to configure sharing settings for Shared 360 layouts, refer to the Sharing Settings for Share 360 article.

Delete Person API

Admins/Developers can now delete the Person record(s) from Gainsight using Gainsight’s Person REST APIs. When the person record(s) are deleted through this API, their corresponding records from the Company Person, Relationship Person, and person references in other Gainsight objects are deleted.

This API helps with adherence to General Data Protection Regulation (GDPR) by deleting unwanted person records from Gainsight. GDPR states that companies should not store their customer’s unwanted personal data. Compliance requires companies to clear all Personally Identifiable Information (PII) customer data from all systems that the companies use (including Gainsight). 

Person Delete API is used to delete person records from the Gainsight Person object. Every record in the Person object is identified with a unique GSID. You should pass the GSIDs that you want to delete, through the request body of this API. 

Notes:

• You can pass a maximum of 5000 records per API call to delete them from the Gainsight Person object. 
• You can make a maximum of 100 Delete API calls per hour.

Once the Delete API call is triggered, you will get delete request Id through API Response. There is another API called GET Delete Status API to get status of the request submitted to delete Person records from Gainsight. API Response of this request provides the status of Delete request and number of records deleted.

To learn more about the Delete Person API and GET Delete Status API, refer to the Person API Documentation article.

 Timeline Comments

With Timeline Comments in mobile, you can now actively participate in conversations on important updates and events, on the go! 

You can now receive the real-time push notifications, if you are @mentioned in one of the comments, or if someone adds a comment to an activity you have posted. You will always be aware of what’s going on, and can help support customers and colleagues without delay.

Note: All rich-text formatting is honored in the comments.

To post comments on a Timeline Activity:

1. Tap on any of the timeline activities.
2. Start typing your comment in the Type a comment text area.
   Note: To mention someone in your comment, tap @ and start typing the name. 
3. Tap SEND. Your comment is posted. Click the three dots on the right corner to Edit/Delete the comment.

You can also make use of the available formatting options, based on your requirement.

Add and Assign Inline Tasks

You can now add and assign important tasks to your team, within the activity you are logging to Timeline. Task owners can then immediately take action and close the loop from their Cockpit.

To add and assign Inline Tasks:

1. Tap on any of the timeline activities.
2. Scroll down to the Tasks section, and tap Add Task.
3.  Enter the following details:
   1. Task Name: Enter the task name of your choice.
   2. Owner: From the Owner dropdown list, select the owner. 
   3. Due Date: Select the required Date.

Other Details:

• Select the rounded checkbox to close a task.
• Click the three dots on the right corner to Edit/Delete the task.
• For now, only the activity owners can edit the tasks.