Cockpit Objects

Call To Action

This object is used in Cockpit and Call to Action (CTA). For example; Rules/Reports on CTAs and Success Plans (complete or incomplete, overdue, etc).

The following table lists the data fields available in this object:

Field Name	Description
Company	The name of the Company.
Age	For how long a CTA is open (Closed Date - Created Date) or (Today - Created Date).
Assignee	The assignee of the CTA. User information from the Gainsight object User is fetched here. This field is under the Owner (Lookup) object as Name field.
Call To Action Parent Id	This is used to store the parent CTA Id from which the current CTA is generated. This field is applicable to Recurring Lifecycle CTAs.
Closed Date	CTA Closed Date.
Closed Overdue	Flag that indicates whether a task is closed after the Due Date.
Closed Task Count	The number of CS Tasks that are closed in a CTA.
Close Source	This indicates how a CTA was closed. For example; Manually, By Rules, etc.
Created Date	Created date of a CTA.
CTA Group	This field helps fetch fields from the CTA Group object that has Success Plans information.
Days Due	The number of days due to close a CTA (Original Due Date - Created Date).
Days Past Due Date	The number of days past the due date of a CTA.
Days Until Close	Number of days due to close a CTA from today (Due date - Today).
Dependency Meta	This is used to store the Gantt Chart dependencies and is used internally only.
Due Date	Due date of a CTA.
Due Date Variance	Number of days that a CTA due date is changed by (New Due Date - Old Due Date).
Entity Type	Company/Relationship.
Event Properties	This is used to store recurring CTA information.
Final Milestone	It stores the Closed Milestone information (Name, etc.) associated with a CTA (If it is associated).
Flagged	It indicates whether a CTA is flagged.
GS Recommended	Flag that Indicates whether a CTA is recommended by Gainsight, prioritized according to ARR, customer health, renewal date, NPS® score, CTA due date and priority.
GS Score	Score assigned to a CTA for Gainsight recommendation based on the above parameters.
GS Score Updated on	The date on which a CTA score is updated.
Is a Draft	Flag that indicates whether an objective which is linked to a success plan is in Draft state.
Is Closed	It indicates whether a CTA is closed.
Is Recurring	Flag that indicates whether a CTA is part of Recurring CTAs (True/False).
Milestone	It stores the Open Milestone Information (Name, etc.) associated with a CTA.
Milestone Enabled	Flag that indicates whether a Milestone is associated with a CTA (True/False).
Open Task Count	The number of Tasks currently in an ‘Open’ state in a CTA.
Original Due Date	The original due date of a CTA.
Overdue	Status of a CTA whether it is past the due date (True/False).
Overdue Type	Overdue/Due in Next 7 Days/Open (Due in more than 7 days).
Percent Complete	The Percentage of the Tasks closed in a CTA (Closed Task Count/Total Task Count).
Playbook	Name of a Playbook.
Priority	The priority status of a CTA.
Reason	The reason of a CTA.
Relationship	Name of Relationship to which the CTA belongs.
Relationship Type	Name of a Relationship Type to which a CTA type belongs.
Rule Action Id	Rules Action from which a CTA is generated. Note: When a Rule or Action setup is updated, corresponding Rule ID and Action ID are not updated. Value in this field is not changed for a specific CTA record.
Snoozed	Flag that indicates whether a CTA is snoozed (True/False).
Snoozed on	Date on which a CTA is snoozed.
Snoozed until	Date & Time until which a CTA is snoozed.
Snooze Reason	The reason of snooze for a CTA
Source	Source from which a CTA is generated (Manual/Rules/Survey/Activity/Advanced Outreach (Program)/Zendesk). Manual: refers to the CTAs that were created by a User, manually. Rules: refers to the CTAs triggered automatically via business rules based on customer data or time factors. Survey: refers to the CTAs triggered from Surveys. Activity: refers to the CTA's that were created from a Timeline Activity. Advanced Outreach: refers to the CTA's that were triggered from Journey Orchestrator Programs. Zendesk: refers to the CTA's that were triggered from Zendesk.
Status	The status of a CTA.
Task Count	The number of Tasks in a CTA.
Type Name	The CTA type name.

CS Task

This object is used in Calls to Action and CS Tasks. For example; Reports on the CS Tasks (complete or incomplete, overdue, etc).

The following table lists the data fields available in this object:

Field Name	Description
Company	Company Name in Gainsight (GSID).
Assigned	To whom a CS Task is assigned (GSID). This field helps fetch the user information from the Gainsight object User.
Auto sync	Flag that indicates whether a task is auto synced to Gainisght or not.
Call to Action	It contains parent CTA to which this task belongs.
CTA Status	It indicates status of parent CTA.
Closed Date	Closed date of a CS Task.
Closed Overdue	Flag that indicates whether a task is closed after the Due Date.
Created Date	Created date of a CTA Task.
Days Due	The number of days assigned to close a CS Task from created date (Original Due Date - Created Date).
Days Past Due Date	The number of days that a CTA Task passed the due date.
Days to Close	The number of days that a CS Task is open from the created date. (Closed Date - Created Date).
Days Until Close	The number of days due to close from today (Due date - Today).
Delta days	The number of days that a Task is open between the Due date and created date. (Due Date - Created Date).
Due Date	The due date of a CTA Task.
Due Date Variance	The number of days that a Task due date is changed by (New Due Date - Old Due Date).
Is Closed	Status of a Task whether it is Closed or not.
Is Email Sent	Indicates whether email is sent from Cockpit for this task (Email Assist Tasks).
Original Due Date	The original due date of the CTA Task.
Overdue	The status of a Task whether it is past the due date.
Parent	Dependent Task name to which current task has a dependency. (For example: If a task due date is scheduled in dependence with another task closed date).
Playbook	The name of the Playbook that the Task is retrieved from.
Priority	Priority of a Task (Low/Medium/High/etc).
Source	The source from which the CS task is created. Manual = created by a user, Activity = created from a timeline entry, from Rules, Survey, etc.
Status	Indicates the status of a Task (Open/Closed/etc.).
Subject	The subject of the task name.
Timeline Activity Id	This field helps fetch information of an email activity in Timeline that the current CS Task is generated from.
To Email Type	The type (Contact/User/Manual) of To email address used to send email.
Type	The type of a CTA Task.
Type Name	Indicates, if this is a standard task or an email assist task.
Unique Identifier with in playbook	The Unique identifier of a Playbook.
Next Action Due Date	This object stores information about the upcoming actions and their corresponding due dates.

Playbook

This object is used in Playbooks.

The following table lists the data fields available in this object:

Field Name	Description
Created By	The user who created the Playbook.
Created Date	The date on which the Playbook was created.
CTA Type	The CTA type name.
Deleted	Flag that indicates whether the Playbook is deleted.
Description	The information related to the Playbook.
Entity Type	Account/Relationship.
Id	This is used to store the parent CTA Id from which the current playbook is generated.
Is Active	It is of datatype Boolean (True/False). It indicates whether a user is active or not.
Is Auto Sync Enable	Flag that indicates whether a playbook is auto synced to SFDC or not.
Modified By	User who last modified the Playbook.
Modified Date	The date on which the Playbook was last modified.
Name	The name of the Playbook.
Relationship Type	Name of a Relationship Type to which Playbook belongs.
Sync Status	The sync status of a Playbook.
Task Count	The total number of CS Tasks in which this Playbook is used.
Used Count	The total number of CTA in which this Playbook is used.

Cockpit Associated Records

This object is used to get data on SP templates and linked objects. For example; how to build report on SP templates and Linked Objects.

The following table lists the data fields available in this object:

Field Name	Description
Created By	The user who created this record.
Created Date	The date on which this record was created.
CTA	The name of the CTA associated with this record.
External Object	The object that is used to store external IDs associated with this record.
Id	This is used to store the parent CTA Id from which the current playbook is generated.
Modified By	User who last modified the record.
Modified Date	The date on which the record was last modified.
Success Plan	The name of the success plan template that is associated with this record.
Task	The name of the task that is associated with this record.

Reporting Category

The following table lists the data fields available in this object:

Field Name	Description
Display Order	Display order of the library questions while configuring a reporting category.
Id	This is used to store the parent CTA Id from which the current playbook is generated.
Name	The name of the category.
Type	The type of reporting category.