Gainsight Standard Objects
These standard objects store important customer data like Company and User information in Gainsight. This lets the users perform actions from other functionalities in Gainsight application directly on the standard objects.
Company
This object is used in Scorecards, Surveys, and Journey Orchestrator modules. For example; to tie scorecards built on specific Company records in Gainsight.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| ARR | Used to store the average recurring revenue (ARR) of the customer. |
| Company Id | Unique GSID of the Company, this Relationship is associated with. |
| CSM | CSM information of the Relationship record. This field has a lookup to the User object. Values in this field are populated using derived mappings in the data ingestion channel. |
| Current Score | Health score of a customer. This is overall health score of the current scorecard for a company. |
| Lifetime in Months | The number of months from the original contract date. |
| MRR | Current Monthly Recurring Revenue (MRR) of the Customer, net of all transactions to-date. |
| Name | Used to store the name of a Company. |
| NPS® | Used to store the Net Promoter Score® (NPS®) of the Customer. This field cannot be editable. |
| Onetime Revenue | Onetime Revenue of the Relationship. |
| Original Contract Date | Original Contract Date of a Relationship (Customer acquisition date based on the first transaction (New Business)). |
| Previous Score | Previous Health Score of a Customer. |
| Scorecard Id | Fields from the Scorecard Master like Name, entity type, modified by, etc. can be fetched into this object through this unique Id. This field mentions from which scorecard the score is being fetched. This is the active scorecard id for the respective Relationship, there can be multiple scorecards in the system, but only one can be active at a time. |
| GSRelationship Id | Equivalent unique Id from Gainsight object Relationship. |
| Stage | Stage of the Customer. Customer Stage is a configurable attribute that provides additional information on the customer journey/status. The default values of this field include New Customer, Kicked Off, Launched, Adopting, Will Churn, Churn. |
| Status | Describes if the customer is Active or Inactive. The default values for this field include Active, Inactive, and Churn. |
| Trend | Trend of a score. Up/Down/Same. This field is not editable and shows the difference between previous score and current score. |
| Type Id | A unique Id from Relationship Type object. |
| Managed By | Used to identify the Partner managing the Company record. |
User
This object is used in Scorecards, Surveys, Journey Orchestrator, Timeline, and Dashboard Builder modules. For example; to store information about users in Gainsight
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Company ID | It is of datatype GSID. This has a lookup to Company object. |
| Created Date | It is of datatype DateTime. Indicates when the record was created. |
| It is of datatype Email. Stores the Email address of the user. | |
| External ID | It is of datatype String. A unique company identifier in an external system. It identifies an company uniquely apart from Email and Name. |
| First Name | It is of datatype String. It stores first name of a user. |
| Gainsight License Enabled | It is of datatype Boolean (True/False). It indicates whether a Gainsight License is assigned to this Gainsight User or not. |
| GSID | GSID of a user record. For example: CSM in a Relationship or Company has a look up to this record in User object. |
|
IsActiveUser or Active (Display Name) |
It is of datatype Boolean (True/False). It indicates whether a user is active in Gainsight or not. Note: IsActive (Deprecated) will be soon deprecated and this field is visible in Rules Engine, Data Management > User fields, Data Designer, and Reporting features. |
| Last Name | It is of datatype String. It store the last name of a user. |
| Modified Date | It is of datatype DateTime. Displays the date when the record was last modified. |
| Name | It is of datatype String. It store the name of a user. |
| GS User Id | It is of datatype GSID. It stores the equivalent User Id of a user in Gainsight. |
| Username | It is of datatype Email. Stores username of a User. Username is unique in Gainsight and is used as a key to identify a user in Gainsight. |
| Manager | It is of data type GSID. This field helps Admins to create User - Manager hierarchies, ‘My team’, and ‘Portfolio view’ reports. |
| Timezone | It stores the Timezone of a user’s location. Admins can ingest a user’s timezone value from the User Management page > Manual page and through Rules Engine (Load to User Action). |
| Is Super Admin | This field is of data type Boolean (True/False). It indicates whether a user is identified as Super Admin who has superior permissions on Dashboards and Dashboard Folders. |
| System Type | It is of datatype Dropdown list to choose either Internal or External. A user is identified as an internal user when the user is part of your organization. A user is identified as an external user when the user is part of your customer’s organization. "External" users are created automatically when a Dashboard or C360 page is shared with people. To enter external user information into User object, user’s organization should have a record in the Gainsight object Company. |
| Is Partner | Used to differentiate between the normal user and the Partner User. |
| Partner ID | Used to identify which Partner a Partner User belongs to. This field has a look up to the Company and Relationship objects. |
Relationship
This object is used in Scorecards, Surveys, and Journey Orchestrator modules. For example; to store information about Relationships context in Gainsight.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| ARR | Used to store the average recurring revenue (ARR) of the customer. |
| Billing Address | Used to store the billing address of the customer. |
| Company Type | Used to store the type of company. |
| CSM | CSM information of the Company record. This field has a lookup to the User object. Values in this field are populated using derived mappings in the data ingestion channel. |
| Current Score | Health score of a customer. This is overall health score of the current scorecard for a company. |
| Customer Lifetime in Months | The number of months from the original contract date. |
| Employees | The number of Employees in the Company. |
| Industry | Industry of the company belongs to, ex: Software, Networking, Automobile, etc. |
| Lifecycle in weeks | Lifetime of a customer in weeks. |
| MRR | Current Monthly Recurring Revenue (MRR) of the Customer, net of all transactions to-date. |
| Name | Used to store the name of the Relationship. |
| NPS® | Used to store the Net Promoter Score® (NPS®) of the Customer. This field cannot be editable. |
| Original Contract Date | Original Contract Date of the customer (Customer acquisition date based on the first transaction (New Business)). |
| Parent Company | Parent company of the customer. This field has a lookup to self object Company. This field is populated using derived mappings in the data ingestion channel. |
| Previous Score | Previous Health Score of a Customer. |
| Renewal Date | Next Renewal Date of the customer. |
| Scorecard Id | Fields from the Scorecard Master like Name, entity type, modified by, etc. can be fetched into this object through this unique Id. This field mentions from which scorecard the score is being fetched. This is the active scorecard id for the respective company; there can be multiple scorecards in the system, but only one can be active at a time. |
| Managed By | Used to identify the Partner managing the Relationship record. |
Relationship Type
This object is used in Scorecards, Surveys, and Journey Orchestrator modules.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Name | Name of a Relationship. |
| GS Relationship Type Id | A unique Id of a Relationship Type in Gainsight. |
Person
Person is a standard object in Gainsight that stores unique records of the people in the real world. Let’s consider a person named John Damon, his personal attributes like his Name, Email, Mobile phone, Twitter profile, LinkedIn profile, etc. are stored in this object.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| GS Created By | Indicates the person who has created the record. This field has a lookup to the GSID field of the User object. |
| GS Modified By | Indicates the person who has last modified the record. This field has a lookup to the GSID field of the User object. |
| Currency ISO Code | For a multi currency tenant, this field stores the currency code (currency symbol) based on the user input. If a tenant does not specify any currency during data load, the value in this field is set to the corporate currency by default. |
| Email Opt-Out | This field allows an admin to opt-out users from all non-operational emails. Emails are usually sent through Journey Orchestrator programs. |
| LinkedIn URL | This field captures the Linkedin url of the person. |
| Created Date | It indicates when the record was created. |
| Email address of the person | |
| External ID | A unique person identifier in an external system. It identifies a person uniquely apart from Email and Name. |
| First Name | First name of the person |
| GSID | GSID of a person record. For example: Usage Data ID in the data from Segment integration with Gainsight has a look up to this record in Person object. |
| Last Name | Last name of the person |
| Middle Name | Middle name of the person |
| Modified Date | It displays the date when the record was last modified. |
| Name | Name of the person |
| Location | It stores the location of a person. Admins can map this field in the Rule action types: Load to Company Person and Load to Relationship Person. |
| Timezone | It stores the Timezone of a person. Admins can map values in this field and load data in the Bionic Rule action types: Load to Company Person and Load to Relationship Person. |
| Dynamic Resolution Key | It is used by Gainsight for internal Master Data Management (MDM) process, not to store any person data for customer usage. |
| Master Avatar Type Code | It is used by Gainsight for internal MDM process, not to store any person data for customer usage. |
| Master Record ID | It is used by Gainsight for internal MDM process, not to store any person data for customer usage. |
| Comments | It enables CSMs to view or add any additional information about a person such as personal interests/hobbies, temperament, current concerns, etc. You can capture unique characteristics of a Person (such as conversation tips), to help you or colleagues in future conversations with that individual in the newly introduced Comments field of the C360 Person section. Comments made here about that Person will be available across all contexts of Companies and Relationships that the Person is associated with. |
Company Person
Company Person is a standard object that stores attributes of the people in association with a company. Let’s consider John Damon works at Acme, his attributes while working at Acme that includes Company name, Title/Designation, Office phone, Manager, etc. are stored in this object.
The following table lists the data fields available in this object:
| Field Name | Description |
| Company ID | It contains the IDs of the companies, a person is associated with. This field has lookup to GSID field in the Company object. |
| Created Date | It indicates when the record was created |
| GSID | GSID of a company person record |
| IsPrimaryCompany | Flag that indicates whether a company record is the person’s primary company |
| Role | It stores the Role of a Person associated with a company. Gainsight is shipping five Roles out of the box: User, Admin, Executive Sponsor, Decision Maker, and Power User. You can create custom Roles as per your requirement. |
| Title | It stores the Title of a person in association with a company. |
| Manager | It stores the GSID of a person’s manager in association with the company. It has lookup to another person record (manager of the user) in the same object (Self object lookup). |
| Active | Flag that indicates whether a person is associated with a company. Status of a person if he/she is associated with a company is True and status of all the previous associations with other companies are False. |
| Modified Date | It displays the date when the record was last modified. |
| Person ID | It has lookup to GSID field in the Person object. |
Relationship Person
Relationship Person is a standard object that stores attributes of the people in association with a Relationship. Let’s consider John Damon at Acme is working with a project implementation which is represented as a relationship. John’s attributes in association with this Relationship, such as Business unit name, Relationship ID, Role played by John in that Relationship, etc., are stored in this object.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Company ID | It contains the IDs of the companies a Relationship is associated with. This field has lookup to GSID field in the Company object. |
| Company Person ID | GSID of a Company Person record that this Relationship person is associated with |
| Created Date | It indicates when the record was created |
| GSID | GSID of a Relationship person record |
| IsPrimaryCompany | Flag that indicates whether a record is the person’s primary company |
| Role | It stores the Role of a Person associated with a Relationship. Gainsight is shipping five Roles out of the box: User, Admin, Executive Sponsor, Decision Maker, and Power User. You can create custom Roles as per your requirement. |
| Title | It stores the Title of a person in association with a Relationship. |
| Manager | It stores the GSID of a person’s manager in association with the Relationship. It has lookup to another person record (manager of the user) in the same object (Self object lookup). |
| Active | Flag that indicates whether a person is associated with a Relationship. Status of a person if he/she is associated with a Relationship is True and status of all the previous associations with other Relationships are False. |
| Modified Date | It displays the date when the record was last modified |
| Person ID | It has has lookup to GSID field in the Person object |
| Relationship ID | It has lookup to GSID field in the Relationship object. |
| Relationship Type ID | It has lookup to GSID field in the Relationship Type object. |
Company Teams
This Standard object is used in the Teams feature. You can create reports using this object to view the list of users for each company. The following table lists the data fields available in this object:
| Field Name | Description |
| Company Access level | Displays the level of access in Gainsight. |
| Company GSID | Displays Gainsight Identification (GSID) number of the company. |
| Created At | Displays the date and time when the record was created. |
| Created By | Displays the GSID of the user who created the record. |
| Deleted | Displays whether the user is deleted from Company teams:
|
| GSID | Displays GSID of the company team object. |
| Modified At | Displays the data and time when the record details were modified. |
| Modified By | Display the GSID of the user who modified the record record. |
| User GSID | Displays the GSID of the user. |
| User Manage Role 1 | Displays the level 1 manager of the assigned user in a company team. |
| User Manage Role 2 | Displays the level 2 manager of the assigned user in a company team. |
| User Manage Role 3 | Displays the level 3 manager of the assigned user in a company team. |
| User Role | Displays the role of the user in a company team. |
| User Source |
Displays the source from which the user was added. |