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Gainsight Inc.

Catch-up on Rules Engine Enhancements

April 2021: 6.23 Release

Click here to expand for more information on Rules Engine
Rules Engine is designed to improve your underlying customer data to produce superior customer outcomes. It can perform powerful multi-step, in-memory data transformations for large datasets in Gainsight within one rule. Transformations include aggregations, multi-dataset merges, formulas, and time-series calculations; helping your team to better identify meaningful data signals.

Display Gainsight Suggestions in Announcement Icon

Admins can now view the Gainsight suggestions by hovering over the Announcement (Tooltip) icon in the Setup Rule screen. These suggestions act as a reminder or guidance to configure accurate and efficient rules.

March 2021: 6.22 Release

Rules Engine

Rules Engine is designed to improve your underlying customer data to produce superior customer outcomes. It can perform powerful multi-step, in-memory data transformations for large datasets in Gainsight within one rule. Transformations include aggregations, multi-dataset merges, formulas and time-series calculations; helping your team to better identify meaningful data signals.

PX as a Source in Rules

Admins can now fetch custom event data including Account/User and Global context attributes for custom events from Gainsight  PX custom events and perform any actions in Rules Engine. In the Setup Rule screen, admins can select the PX Connection and Product Name, for which all the configured events are displayed for selection. Like any other source/object, admins can add show fields/filters based on the selected event properties and also perform merge/transform tasks.

To fetch PX usage data, admins must configure the PX Connector in the Gainsight CS application. For more information, refer to the Gainsight PX Connector article.

PX.png

Limitations: Following are some of the limitations in using PX usage data:

  • The Date field is mandatory and it must be bounded such that you need to have a start date and end date.
  • Only the data from the past 180 days is considered.
  • Event level data is not supported. Gainsight always aggregates EventID to Count (EventID) when dropped in the Show section.
  • Only 100K records are fetched per rule.

Support of Load to Gainsight Object Action Type in Real-Time Rules

Real-Time Rules now supports Load to Gainsight Object action type to load data into Gainsight objects. This action type is designed with a new field mapping experience where admins have to first add the fields for which they want to map. This is to provide an optimal experience, performance-wise, when there are a large number of fields coming from the event.

Limitation: Currently, this action type only supports Insert operation on Low Volume Custom Objects.

RTR.png

Real-Time Rules now supports Load to Gainsight Object action type to load data into Gainsight objects. This action type is designed with a new field mapping experience where admins have to first add the fields for which they want to map. This is to provide an optimal experience, performance-wise, when there are a large number of fields coming from the event.

Limitation: Currently, this action type only supports Insert operation on Low Volume Custom Objects.

RTR.png

 

February 2021: 6.21 Release

Retirement of Rules Engine Action Types

With this release, Gainsight will be retiring the following load to action types from Rules Engine due to less utilization by customers:

  • Load to Customer Products 
  • Load to LRM Trends

Restricted Picklist Fields available for SFDC to Timeline Sync 

When admins sync Salesforce activities to Timeline, they can now select restricted picklist fields from SFDC to be mapped to Gainsight fields. The restricted picklist fields can be mapped with GS Dropdown or string fields. This enhancement gives admins more control over how they sync their data.

Note: If the restricted picklist is being mapped to a GS dropdown field, and the values coming in from Salesforce do not match the available GS values, the record sync will fail.

For more information on configuring a Salesforce activity sync to Timeline, refer to the Integrate Salesforce Activities to Timeline article.

December 2020: 6.19 Release

October 2020: 6.18 Release

September 2020: 6.17 Release

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July 2020: 6.16 Release

June 2020: 6.15 Release

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