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Catch-up on Data Management Enhancements

June 2020: 6.15 Release

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May 2020: 6.14 Release

In Gainsight Data Management, an admin can perform setup data in the Gainsight Matrix Data Architecture (MDA). Admins can create and manage Gainsight Objects from the Data Management page. As an analogy, a Gainsight Object and its field(s) can be thought of as a database table and its columns. Data Management can be accessed from Administration > Operations > Data Management.

While CSMs are creating a new record in a Low Volume custom object from C360 > Related List, other fields having lookup to standard fields from Company or Relationship are now populated automatically. Previously, only the Company ID/Name or Relationship ID/Name field was auto populated while creating a new record in a Low Volume object. 

Use case: If the Industry Type string field in the Low volume object looks up to a standard field in the Company object (other than Name and GSID), while adding a new record in the Low Volume object, the Industry Type field is populated automatically.

Notes

  • Low Volume Object fields having lookup to a custom field in a Company or Relationship fields are not populated automatically.
  • Previously, fields which look up to Name and GSID in the Company object were already auto populated.

To see this enhancement:

  1. Navigate to C360 > Related List.
  2. Click ADD. You can see that the Company/Relationship related fields are automatically populated in the ADD RECORD screen.
  3. Enter details in the other fields to complete adding the record.

Note: If a field in the Low Volume object looks up to any field in the Relationship object, then the values from the Relationship fields are not auto populated.

This enhancement is also applicable while adding a new record from the Data Operations page by Admins. For more information, refer to the Data Operations article.

While adding a new record in the Low Volume object from the C360/R360 > Related List section, CSMs can now search with Names instead of GSIDs to enter values in the GSID type fields. The search option works only on the fields with a lookup to the GSID field of the Standard objects (User, Person, Company, and Relationship). Previously, there was no such capability of searching a field through Name and CSMs had to manually enter GSID in the field. 

To see this enhancement:

  1. Navigate to C360/R360 > Related List.
  2. Click ADD. ADD RECORD screen is displayed.
  3. Search with a Name in the GSID type field and press Enter/Return.
  4. Select the required value in the field.

For more information, refer to the Overview of Customer 360 Details article.

This enhancement is also applicable while adding a new record from the Data Operations page by Admins. For more information, refer to the Data Operations article.

April 2020: 6.13 Release

In Gainsight Data Management, an admin can perform setup data in the Gainsight Matrix Data Architecture (MDA). Admins can create and manage Gainsight Objects from the Data Management page. As an analogy, a Gainsight Object and its field(s) can be thought of as a database table and its columns. Data Management can be accessed from Administration > Operations > Data Management.

When Gainsight Admins set a User Locale for any Gainsight user from the User Management page, the Date and DateTime format defined in the specific user’s Locale is honoured in the following Data Management pages:

  • Default value set for the Date and DateTime type fields

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  • Date and DateTime information shown in a Report on any object, from the Data Management > [Select any object] > Data tab.

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  • Date and Datetime information shown in the Activity Log of any object.

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User Locale is honoured in the following pages from the Data Operations:

  • Date and Datetime information shown in the data from any object

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  • Date and Datetime information shown in the Logs of any object.

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For more information on how an Admin can set User Locale for a specific user from the User Management page, refer to the Add Gainsight Users from User Management.

Notes:

  • When users are synced from Salesforce to Gainsight through Salesforce Connector, User Locale is synced. Gainsight Admins can change any synced user’s Locale from the Gainsight User Management page.
  • When Locale is not set to any user, User Locale assigned to the org from Salesforce is honored across Gainsight.

Auto Populate Company ID in a Record on Low Volume Object

While CSMs are creating a new record in the Low Volume custom object through the C360 > Related List, the GSID of the Company (Company ID) is populated automatically. Previously, while creating a new record in the Low Volume object, CSMs had to manually add the GSID to the Company ID field in the Report.

To auto populate Company ID, Report on the Low Volume object must contain the GSID field from the Company object.  

Use case: CSMs can maintain a list of Cases/support tickets raised from the specific Company in the related C360 page. Details of the cases can be stored in a Low Volume custom object so that existing cases can be edited (Ex: Status Update) or new cases can be recorded through a Report on the custom object from the C360 > Related List section.

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For more information on creating a new record in the Low Volume object, refer to the Related List in the Customer 360 Details article.

March 2020: 6.12 Release

The MDA (Matrix Data Architecture) is Gainsight’s proprietary back end infrastructure that serves as the foundation for any instance of Gainsight. From data storage to Gainsight’s Rules Engine, the MDA is the invisible layer that Gainsight operates on outside of Salesforce. Gainsight designed the MDA in a very similar fashion to Salesforce, so that we can replicate multi tenancy within our product. Each Salesforce environment in which you have Gainsight installed and active will have its own tenant associated with the MDA.

Community logo.pngCreate Bulk Dropdown List Items through CSV file

Admins can now create dropdown list items in bulk by uploading a CSV file with the list of items. For example, if an Admin wants to create a dropdown list containing a list of 50 US states, they can be added as dropdown items through a CSV file, into the States category. The CSV file may contain the following headers:

  • Name (required)
  • Description
  • Short Name
  • Active
  • Color

Note: Adding Name header in the CSV file is mandatory, but the remaining headers are optional.

For more information, refer to Dropdown List and Multi Select Dropdown List.

Color Assigned to New Dropdown List Category items

When an admin creates a new item in the dropdown list Category, a random color (other than White) is assigned to the item. Also, while creating items using a CSV file, if the item color is not defined in the CSV file, then a random color will be assigned for each new dropdown list item created. Previously, when a new item was created, by default the color White was assigned to the item. This change enhances the visibility of graphical reports on the dropdown list items.

To view this enhancement:

  1. Navigate to Administrator > Data management > Dropdown Lists.
  2. Click any category name.
  3. Click +ITEM and select Add Manually. You can see that a random is assigned to the new item that you are going to create.

Note: In a CSV file, Item color should be defined with a valid Hex code. For example, blue- #0000ff.

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Increased Character Limit for Dropdown Category Name

While creating a new Dropdown Category, Admins can now enter the Category Name with a character length of 3 to 100. Previously, the character limit maximum was 50. For more information, refer to Create a Custom Category.

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Increased Low Volume Custom Objects and Fields

Admins can now create a maximum of 100 Low Volume custom objects in an org, from the Gainsight Data Management page, and a maximum of 100 fields can be created in each Low volume custom object. Previously, Gainsight only permitted 50 low volume custom objects and 50 fields in each low volume custom object. For more information, refer to Low Volume Custom Objects.

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