Configure Associated Objects to Relationship
Gainsight NXT
Overview
This article helps admins on how to associate other Gainsight objects to the Relationship object.
After a Gainsight object is associated, data from this object can be used in any Gainsight application in the context of a Relationship. Following are some features in which configuration of Associated objects is helpful:
- You can configure Related List section in an R360 Layout to display Reports from the Associated objects in the R360 page.
- You can create a dataset on the associated object from Rules Engine and setup an action to create Relationship level CTA or to Set Score or to create a Success Plan and setup other actions.
In the Associated object configuration, you can associate another Gainsight object to the Relationship object by mapping a field from the Relationship object to a field from the associated object.
Associate SFDC Objects with Gainsight Relationship
Gainsight NXT in Salesforce CRMContent in this section supports Gainsight NXT accessing through Salesforce Login. To learn more about Gainsight NXT in Salesforce, click here.
- Click here to expand for more information on how to associate SFDC Objects with Gainsight Relationship object
-
If a Salesforce connection is established in your org, using Salesforce Connector, you can associate SFDC objects with Gainsight Relationship object.
Add Associated Objects to the Relationship Object
You can add Global Associated objects that are applicable to all the Relationship types, from the Administration > Relationship > ASSOCIATED OBJECTS page. In this page, you can see a list of Global Associated Objects and the respective configurations. You can use the search bar at the top right to search an Associated Object with name. You can also add a new Global Associated Object or you can edit configuration or delete the existing Global Associated Object as shown below:
Associated Objects that are added in the Global section reflect in the Associated Objects section of the specific Relationship Type configuration. You can add a Global Associated Object to any specific Relationship Type, decouple it, and customize it for the Relationship type as per your business requirement.
Add a new Global Associated Object
You can add associated objects to the Relationship object by two methods as shown below:
- Mappings Using Fields
- Mapping Using Connected Objects
Add an Associated Object by Mapping Using Fields
In this method, you can match a field from the Associated object with a field from the Relationship object to create an association between the newly added object and the Relationship object.
To configure a new Global Associated Object:
- Navigate to the Administration > Relationship > ASSOCIATED OBJECTS page.
- Click +ADD OBJECT. Associate Objects (Mapping Configuration) dialog appears.
- In the Mapping Using Fields section, setup the following configurations:
- Select Object: Select the object that you want to associate with the Relationship object from the drop down list.
- Select Left matching Field: Select a field from the Relationship object that you want to use for matching with a field from the Associated object.
- Select Right matching Field: Select a field from the Associated object that you want to use for matching with a field from the Relationship object.
- (Optional) Click + to add one or more associated object configurations. Additional fields can help you pick up specific records from the Associated object.
- Apply Mapping To Relationship Types: Select one or multiple Relationship Types that you want to apply the configuration. This configuration adds associated objects to the Relationships corresponding to the selected Relationship types.
- Click SAVE.
For instance, if you want to associate Tickets (custom) object with Relationship object, select a field from Relationship object for matching with a field from Tickets object. In the following example, Product Name field from Relationship object is considered for matching with Product Name field from the Tickets object. A value in this field from the Tickets object helps to identify related record from the Relationship object. You can match multiple fields from both the objects to associate records in the Tickets object to the Relationship object.
Following image depicts the configuration of associated object by mapping using fields method:
Mapping Using Connected Objects
You can associate an object with the Relationship object by mapping through a connected object only when there is no field in the Associated object that can be matched with a field in the Relationship object. You can apply this configuration, provided the connected object is already associated to the Relationship object.
In the following example, it is considered that Tickets object is already associated to the Relationship object and Field 4 from the Custom Associated object is considered for matching with Field X from the Tickets object. If the values from both the fields match, those records from the Custom Associated object tied to a Relationship. You can match multiple fields between Custom Associated object and Tickets to associate records in the Custom Associated object to the Relationship object.
To configure a new Global Associated Object using this configuration:
- Navigate to the Administration > Relationship > ASSOCIATED OBJECTS page.
- Click +ADD OBJECT. Associate Objects (Mapping Configuration) dialog appears.
- Setup the following configurations:
- Select Object: In the Mapping Using Fields section, select the object that you want to associate with the Relationship object from the drop down list. In the following example, object is Custom Associated.
- Select Connected Object: In the Mapping Using Connected Objects section, select the required connected object from the drop down list. In the following example, connected object is Custom Associated.
- Select Left Matching Field: Select a field from the Custom Associated object that you want to use for matching with a field from the Tickets object.
Select Right Matching Field: Select a field from the connected object, Tickets that you want to use for matching with a field from the Custom Associated object. - (Optional) Click + to add one or more associated object configurations. Additional fields can help you pick up specific records from the Associated object.
- Apply Mapping To Relationship Types: Select one or multiple Relationship Types that you want to apply the configuration. This configuration adds associated objects to the Relationships corresponding to the selected Relationship types.
- Click SAVE.
Following image depicts the configuration of Associated Object by mapping using connected objects:
Configure Associated Objects for a Specific Relationship Type
After an Associated Object is created in the Global Section, it is now ready for use in Associated Objects for the specific Relationship Type. To configure Local Associated Object for a specific Relationship Type using Global Associated object:
- Navigate to Administration > Relationship > TYPES > Relationship Types.
- Click + TYPE if you want to configure a new Relationship Type or click the EDIT icon of an existing Relationship Type. For more information on how to create and configure Relationship Types, refer Create a new Relationship Type.
- Navigate to the ASSOCIATED OBJECTS page. You can see the list of Global Associated Objects.
- Click + ADD OBJECT if you want to configure a new Associated Object. Associate Objects dialog appears. For more information on how to add Associated objects, refer to the section, Add a new Global Associated Object in this article.
Note: You cannot see the option to select Relationship types in this dialog as you add Associated Object specific to the current Relationship type. - (Optional) Click the DECOUPLE icon next to the Associated Objects to make any configuration changes to the current Associated Object. This breaks the link to Global Associated Object and configuration changes are applicable only to the current Relationship type.
Note: Once you decouple the Associated object, changes made to the configuration of Global Associated objects do not reflect in the Local Associated Object configuration. - After you Decouple the Associated Object, you can see Edit and Delete options.
- Click the Edit option, if you want to change any configuration of the Associated Object.
- Click the Delete option, if you want to delete any Associated Object.
