Gainsight NXT Patch Release Notes: Version 6.35.X series

Improved Template Editor Experience

Admins can now experience the improved look and feel in the Success Snapshot template editor along with the enhanced functionalities. 

With this enhancement, admins can perform the following actions:

• Modify the token and text properties from the Token Properties slide-out panel. Use formatting options to edit font style, size, and color that are available in the panel.
• View the company and relationship hierarchies in a tree-like structure using the expand and collapse functionality. This provides a quick and comprehensive view of the hierarchies.
• Use the horizonized toolbar for editing templates that makes the editor experience consistent with the other product areas of Gainsight.

These enhancements are auto-enabled for all the tenants who have migrated to the new Success Snapshots.

Send CSQLs to Salesforce as Opportunities

Users can now send CSQLs to Salesforce directly as Opportunities. This enhancement brings the following key benefits:

• Simplified change management since the leads are already qualified to become opportunities. 
• Accelerated expansion pipeline by syncing leads directly as opportunities.
• Optimized process management due to reduced dependency on multiple teams for leads management.

Admins can configure this enhancement for CSMs by navigating to Administration > Leads > Sync Options.

Notes:

• For more information on how to configure the Salesforce sync option, refer to the Sync Leads or Opportunities to Salesforce article.
• For more information on the new standard dashboard reports available in the CSQL dashboard, refer to the CSQL Dashboard article.

View Calendar Objects in Gainsight

Gainsight introduces Calendar Objects that display details of CSM meetings in the calendar. Admins can now view the data from the Calendar objects and create powerful user journeys based on the meeting data.

This enhancement is applicable to the following product areas:

• Gainsight Home
• Cockpit
• Mobile App

For more information on the Calendar objects, refer to the Gainsight Object Glossary article.

Rules Engine Enhancements - BETA Program

Gainsight brought in the enhanced Rules Engine with an enriched visual experience. This enables admins to build and understand the rules more efficiently and easily. Based on the customers' feedback, the following capabilities have been added to the Rules Engine - BETA Program:

• Enable Horizon Rules in a Rule Chain that helps to set the order of the runs that must execute in a particular sequence.
• View criteria and actions in the Execution Logs previews. 
• Run rules directly from the Rule Action page using the Run Now button.
• View  a maximum of 100 executions in execution history for a single Rule. Earlier, the maximum limit was 50.

Notes:

• For more information on how to preview the criteria and actions, refer to the Schedule & Execute Rules (Beta) article.
• For more information on how to run rules directly  refer to the Rules Engine Horizon Experience Overview article.
• For more information on how to add Horizon Rules in a Rule Chain, refer to the Rule Chain article.

Customer Goals APIs

With this release, the following APIs are available for Customer Goals:

• Create Customer Goals:  Use this API to create a goal either with template data from the Goals Library or by passing values for the required fields.
• Update Customer Goals: Use this API to update a goal’s details such as associating or removing association of CTAs and Success Plans.
• Fetch Customer Goals: Use this API to retrieve multiple goals along with their details. Filters can be applied based on company, relationship, and status.

For more information on how to create, update and fetch Customer Goals using APIs, refer to the Customer Goals APIs article.