Gainsight NXTGainsight helps innovative companies protect and nurture their most valuable asset - their customers - with the power of our award-winning platform. With our Customer Success Solution, you can gain deeper insights into customer behavior, operationalize the customer lifecycle, and coordinate actions and results across teams.
This article supports Gainsight NXT, the next evolution of the Customer Success platform. New and upgraded customers are deployed on Gainsight NXT.
If you have not upgraded and are using Gainsight Salesforce Edition, you can find supporting documentation here.
Not sure what your team is using? Click here.
This article explains the different configurations available in Application Settings. After you login to Gainsight NXT for the first time, you must configure the Application Settings page.
Navigate to Administration > Application Settings page through Global Navigation. Configure the following in this page:
- Tenant Id: (Read-only)
- Tenant Name: Assign a unique Tenant Name.
- Default Time Zone: (mandatory) Select a Timezone from the list. All data interactions between Gainsight and MDA platform are recorded with a time in this timezone. History of inserting or updating records, rule execution details, etc. are stored using this timezone. Selecting this is mandatory before onboarding into Gainsight NXT.
CAUTION: Do not change your timezone settings, after setting them up. It will result in serious data discrepancy issues.
Note: Date and Datetime values displayed in a Report created on the Gainsight objects are based on the User Timezone setting. This setting can be applied in the user profile navigated from the top right of the global header. If this setting is not applied, Timezone selected in the Application Settings page is honoured in the Reporting.
- Locale: Select a Region based on language from the list
- Week Start on: Select a day as per your business requirement
- Currency Iso Symbol: Select a currency symbol based on your business requirement.
- Fiscal Year Start Month: Select a month from the list based on your business requirement.
- Fiscal Year label is based on: Select either Starting Year or Ending Year to display the label of fiscal year.
- If you base your fiscal year label on starting year, your fiscal year format would be FY 2018 and the fiscal quarter format would be FQ1 2018, FQ2 2018 etc.
- If you base your fiscal year label on ending year, your fiscal year format would be FY 2019 and the fiscal quarter format would be FQ1 2019, FQ2 2019 etc.