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Gainsight Inc.

Catch-up on Data Management Enhancements

September 2020: 6.17 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 > Data Management

Admins can now search and select a custom or standard field to filter jobs (in individual application areas) that use the selected field in the Dependencies tab of Data Management. You can see the total number of jobs and filtered jobs for the selected field in the application area. For more information, refer to the Advanced Operations in Data Management article.

Dropdown fields now honor alphabetical order, while adding a record in Low Volume Custom object and Standard object through the Data Operations page or C360 > Related List page. However, Dependent dropdown list fields are presented together irrespective of alphabetical order. For more information, refer to the Data Operations article.

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July 2020: 6.16 Release

N/A

June 2020: 6.15 Release

N/A

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.

 

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