Release Notes Version 6.35 January 2023

 Email Assist 2.0 Support for Chrome Plug-in and Outlook Add-in

Gainsight now supports Email Assist in the Chrome Plug-in and Outlook Add-in. With this release, the following capabilities are added to enhance the experience of selecting a template from the plug-ins:

• Folder Structure for Templates: Enables users to organize email templates in folders. This provides the ability to find the required template easily.
• Template Versions: Enables users to maintain multiple versions of the same email template. This provides the ability to identify and use versions of an email template to improve personalized customer communications.

The current Email Assist version helps users to select a template, edit and send emails. With this new ability, CSMs can organize templates in folders and view multiple versions of the same templates in the plug-ins.

For more information on folder structure and template versions, refer to the Gainsight Assist Chrome Plug-In article.
For more information on folder structure and template versions, refer to the Gainsight Assist Outlook Add-In article.

 Percentage Data Type and Aggregate Functions in Formula Fields

You can now leverage the Percentage data type and new functions in the Formula fields to build Reports with precise formulas. The Formula fields help you generate the required output by combining fields in a report. The percentage data type lets you view the output in a percentage format. You need to select the percentage option from the Data Type drop down, while creating the Formula field. 

The following new functions are added in Formula fields. These functions help you create formulas on aggregated fields.

• Sum: Returns the sum of the selected field/column.
• Average: Returns the average of the selected field/column.
• Count: Returns the count of the selected field/column.

Limitation:

• Nested functions are not supported for the Aggregated Formula fields.
• The percentage datatype is not groupable in reports.
• The Count function cannot be applied on the string data type.

Example Business Use Case: Consider that you want to derive the contribution of  CSMs to the company’s revenue in percentage. You can create a formula that calculates the required output as follows:

1. Click the Formula Fields option in your report.
2. From the Data Type dropdown menu, select Percentage.
3. In the formula textbox, enter the following expression:
4. SUM ( Revenue) ) / COUNT ( CSM ) 
5. Click Save.

For more information on creating Formula fields, refer to the Formula Fields in Reporting article.

Restricted Sharing Permissions for Internal Collaborator License Type Users

With this release, users cannot share Success Plans with Internal Collaborator license-type users. User names with Internal Collaborator licence will not appear in the user search results for sharing. This enhancement helps to eliminate the risk of sharing Success Plans with Internal Collaborator license-type users accidentally.

Notes: 

• Internal Collaborator license-type users can still access Success Plans that have already been shared with them. In such cases, the admin needs to revoke the access manually.
• Internal Collaborator License type users can be selected in the Owner and lookup fields while sharing Success Plans.

For more information on sharing Success Plans, refer to the Share Success Plan article.

 Log Automated Emails from Journey Orchestrator as Timeline Activities

CSMs can now view automated emails sent from Journey Orchestrator as Activities in C/R360 Timeline. The logged email Activities help CSMs gain a complete view of the communications sent to their customers. For example, automated emails can be launched as part of surveys and marketing campaigns. 

Key Features:

• All the emails sent from a program for a company/relationship on a particular day are logged as one Activity.
• The Activity type for the email activities is set to Automated Program by default.
• The original email content sent to the customers is displayed in the detail view of the Activity.
• The intended email content for each recipient can be viewed by selecting the recipient from the Email Preview: As viewed by dropdown. 

IMPORTANT: 

• For the emails to be logged as Activities, admins need to select the Log To Timeline checkbox while creating the Journey Orchestrator program.
• Emails from existing programs can also be logged as Timeline Activities. The admin needs to select the Log To Timeline checkbox for the program and publish it again.

For more information on automated email Activities, refer to the Access Journey Orchestrator Emails in Timeline  article.

 Account Based Forecasting

The account-based forecasting is for customers who want to start forecasting in the simplest way possible and does not have the requirements to manage opportunities. It is also for customers who are unable to use Salesforce Opportunities as a foundation for calculating retention metrics. 

The account-based forecasting brings the following benefits:

• Forecast by account: The Company Forecast object in Data Management is preloaded with data from the Company object to give a starting point for forecasting by account.
• Simpler Deployment: Helps to remove dependency from Salesforce opportunities. It also makes it easy to forecast with all CRMs.
• Improved End User Experience: View the state of your forecast up front, understand which forecasts need to be updated, and save as you perform inline editing.

Account-based forecasting, once toggled on by the admin, displays a summary ribbon and the account-level details. The data in company forecast records is preloaded from the Company object. Summary Ribbon provides financial metrics for the shown accounts. They are updated automatically based on any change in the value of the underlying fields.

The company table contains account-level details like Renewal Date, Renewable Revenue, and GRR for each account. Users can update their forecast by updating Forecasted Revenue. 

IMPORTANT: Admins must toggle on the Show Company View button from the Renewal Center configuration to activate account-based forecasting for CSMs.

Update needed indicators prompt CSMs to update their forecast if it has not been updated in a while. Admins can configure this feature from Renewal Center > Change Tracking > Update Needed Indicator.

For more information on how the admin can configure account-based forecasting, refer to the Configure Account Based Forecasting (Company View) article.
For more information on how the CSMs can use account-based forecasting, refer to the Account Based Forecasting (Company View) for CSMs article.

 Load to GS Company Forecast Action in Rules Engine

Account-based forecasting brings the Load to GS Company Forecast rules action to help load data into the GS Company Forecast object. On initial enablement by admin users, the account-based forecasting is preloaded with data from the GS Company Forecast and Company objects. Admins can run this rule action to update any changes that occur in the data post the initial deployment.

In addition to this, users can run this rule to view data at the company level from a custom object. For example, the retention metrics like GRR and Forecasted Revenue are calculated using the ARR values from the Company object.

Note: The Load to GS Company Forecast is available in Bionic Rules and Horizon Rules (BETA).

For more information on how to configure the Load to GS Company Forecast rule action in Bionic Rules, refer to the Load to GS Company Forecast Action Type article.

For more information on how to configure the Load to GS Company Forecast rule action in Horizon Rules, refer to the Revenue Optimization section in the Rules Engine Horizon Experience Overview article.

  Ability to Delete an Add to Destination Task in Connector Jobs

Admins can now delete the Add to Destination task using the Delete option in the existing Connector jobs. This helps admins to modify existing jobs easily. Prior to this release, it was not possible to add or remove a Transform or Merge function from jobs with a destination task; admins had to create a new job afresh.

Example Business Use Case:  Consider that an admin wants to modify a complex or bulky schema that contains multiple objects, merges, and transformations. Previously, the admin could not add or remove Merge or Transform functions for such jobs and often ended up creating a new job. With the availability of the Delete option in the Add to Destination task, the admin can now easily delete destination tasks and modify existing jobs. 

For more information on how to delete Add to Destination, refer to the Preparation of Connector Jobs article.

 Gainsight Bulk API Limits 

The  Gainsight Bulk API configures a data job to generate a cURL command. This cURL command loads the data into the target Gainsight object from the source CSV file, as configured in the data job. 

Gainsight has now defined limits for the Bulk API jobs executions as follows:

• Bulk API limit per hour for a connection: 10
• Bulk API limit per day for a connection: 100

For more information on the Bulk API process and creation, refer to the Gainsight Bulk API article.

 View all the Connections in the Connectors List Page 

The Sightline Integration Package contains the list of available connectors for an instance. Gainsight now enables this package by default for all the admin users to help them access the entire list of integrations from the Connectors List page. Previously, they could access only a limited number of connections.

Note: The Admins can view the list of connections. However, they can use a maximum of five connections if they do not have the Sightline integrations add-on.
For more information on the list of available connectors, refer to the Connections List Page  article.

  View the Next Scheduled Run from the Design Listing Page

Admins can now view the upcoming scheduled runs for the Data Designs on the Design list view page. Previously, admins had to open the Data Design and then navigate to the Configure tab to view the upcoming schedules of Data Design.

For more information on Next Schedule Run, refer to the Designs and Template Listing Page article.