350 Bay Street, Suite 100, San Francisco, CA 94133//+1 (888) 623-8562, Terms and Privacy//Do not sell my personal information//Security, Senior Director of Strategic Alliances at Gainsight, 2021 Buyers Guide to Customer Success Solutions, A holistic view of your customer relationships & health, Initiate prescriptive workflows & drive desired outcomes, Unlock expansion opportunities and run renewal processes, Collect and act on meaningful survey feedback, Drive engagement with Q&A and discussion boards, Help & user-generated content that enables self-service, Gather user ideas & share product updates, Foster relationships with interest-based groups & events. Start and scale with Gainsight - and go live in as little as two weeks! (function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){(i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o),m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m)})(window,document,'script','//www.google-analytics.com/analytics.js','ga');ga('create','UA-74084903-1','support.gainsight.com/',{allowLinker:true});ga('send','pageview');ga('create','UA-65721316-14','support.gainsight.com',{name:'mtTracker',allowLinker:true});ga('mtTracker.require','linker');ga('mtTracker.set', 'anonymizeIp', true);ga('mtTracker.send','pageview');document.addEventListener('mindtouch-web-widget:f1:loaded',function(e){var t=e.data||{},d=t.widget;d&&''!==t.embedId&&document.addEventListener('mindtouch-web-widget:f1:clicked',function(e){var t=(e.data||{}).href;if(t){var n=document.createElement('a');n.setAttribute('href',t),'success.mindtouch.com'===n.hostname&&(e.preventDefault(),ga('linker:decorate',n),d.open(n.href))}})}); This article explains to admins about how to create a connection from Gainsight to Salesforce, create data jobs with or without real time sync, Job Chain, and Out of the Box (OOB) Jobs provided by Gainsight. Salesforce Connection also allows you to create a connection to Salesforce org which is configured to a custom domain. The AppExchange has given leading partners like Gainsight the opportunity to build a best of class application for Global Customer Success leaders on the rock-solid foundation provided and powered by Salesforce. Once you assign Gainsight Licenses to the users, you must assign the Gainsight NXT permission set to the required users. Drive adoption, retention, and value realization through your product. A maximum of three real-time sync jobs is supported (one job each for the Account, Contact and Case objects). Drive a high performing renewals process. Push community member and activity data to Salesforce and gain a 360 degree view of your customers. For more information, refer to the Job Chain Page and Configure Job or Job Chain Schedule in the Additional Resources section at the end of this article. Gainsight Company is selected as target object and the Salesforce source fields are mapped with the Gainsight target fields through the, Gainsight Person and Company Person are selected as target objects and The Salesforce source fields are mapped with the Gainsight target fields through the. Gainsight's innovative technology helps companies prevent churn by identifying at-risk customers, creating systematic processes to mitigate concerns, and efficiently ramping up engagement efforts. (here Company Person Sync_Connect to Salesforce). This section explains the process of assigning Gainsight licenses to users. You can also see that the number of licenses is reduced for your profile as shown below. Quote frequently you will already be working with other types of B2B software in your company and its always more beneficial to choose products that integrate well with each other. Weve got it all organized by Product, Customer Success, and Community. Gainsight for Analytics Cloud connects Customer Success and Account Management teams to customer health data such as application usage, survey responses, or past and potential purchases. This is required so that important ticket information like assigned and requester are populated in the respective fields without any error. Find a job, discover Pulse, and learn whats happening industry-wide. United States, Salesforce allows a basic license called Salesforce Platform license. What is better Gainsight or Salesforce CRM? Gainsight: The #1 Rated Customer Success Platform - Salesforce Create a single destination for your customers to connect, share best practices, provide feedback, and build a stronger relationship with your product. Admin needs to create custom jobs to load data into respective objects through the second connection. Salesforce Analytics Cloud is the first cloud analytics platform designed for every business user. This section describes the process of assigning the Gainsight NXT permission set to the users. Find the Gainsight community, certifications, and documentation. From blogs to webinars, to guides and more. Whats new? (function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){(i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o),m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m)})(window,document,'script','//www.google-analytics.com/analytics.js','ga');ga('create','UA-74084903-1','support.gainsight.com/',{allowLinker:true});ga('send','pageview');ga('create','UA-65721316-14','support.gainsight.com',{name:'mtTracker',allowLinker:true});ga('mtTracker.require','linker');ga('mtTracker.set', 'anonymizeIp', true);ga('mtTracker.send','pageview');document.addEventListener('mindtouch-web-widget:f1:loaded',function(e){var t=e.data||{},d=t.widget;d&&''!==t.embedId&&document.addEventListener('mindtouch-web-widget:f1:clicked',function(e){var t=(e.data||{}).href;if(t){var n=document.createElement('a');n.setAttribute('href',t),'success.mindtouch.com'===n.hostname&&(e.preventDefault(),ga('linker:decorate',n),d.open(n.href))}})}); Gainsight is an application designed for customer success professionals for driving revenue, increasing retention, and scaling operations. If its here, its essential knowledge on CS, PX, and community. The primary catalyst for such velocity? Gainsight is dedicated to helping businesses grow faster by delivering true value to their customers, said Nick Mehta, CEO of Gainsight. The Gainsight you know and love just got a whole lot easier. This Gainsight Content License Agreement (Agreement) is made by and between Gainsight, Inc. a Delaware corporation with its principal place of business at 655 Montgomery Street, San Francisco, California 94111 U.S.A. (Gainsight) and the individual or entity (Licensee) accessing or using the Gainsight Content and other content located on the Gainsight web site, including without limitation at https://education.gainsight.com and https://support.gainsight.com (Gainsight Content). I cant say enough about how helpful it has been in managing my day-to-day work in support of a complex customer portfolio. All rights reserved. Login to Salesforce Org with your credentials. This job chain has the OOB jobs in the following sequence: Create a custom Job Chain on the OOB or custom jobs and schedule as required. The Gainsight you know and love just got a whole lot easier. Note: If the Field name is changed in Salesforce, then you must remove and re-add that field in Connector jobs for the change to take effect. In addition, developers and IT can use new Wave APIs and other data connectors to easily connect to any other data sources to build any custom analytics app for any business function, or embed analytics into an entirely new generation of analytics apps and connected products for customers. For more information, refer to the Job Chain Page and Configure Job or Job Chain Schedule articles. 00:20:48 Admin - Basic Data Management - SFDC You'll learn the basics of managing data in Gainsight SFDC. This job imports data from the Salesforce Contact object and inserts it into the Gainsight Person and Company Person objects. 350 Bay Street, Suite 100, San Francisco, CA 94133//+1 (888) 623-8562, Terms and Privacy//Do not sell my personal information//Security, A holistic view of your customer relationships & health, Initiate prescriptive workflows & drive desired outcomes, Unlock expansion opportunities and run renewal processes, Collect and act on meaningful survey feedback, Drive engagement with Q&A and discussion boards, Help & user-generated content that enables self-service, Gather user ideas & share product updates, Foster relationships with interest-based groups & events. You can configure the schedule of this Job chain as required. Once the installation is completed, you receive an email confirmation. All rights reserved. Additionally, Gainsights Salesforce1 mobile ready app will be featured in the Partner Zone and Campground and Analytics Cloud application in the Analytics Zone Theater. Or this Five-Star AppExchange review by Jeff Nugent, Customer Success Manager from Apttus: Ive been using Gainsight for a year now. shared them with the AppExchange community, 9 In-App Messaging Examples That Boost User Engagement. If you use Gainsight NXT edition take the Admin - Data Management - NXT course instead. Login or Sign Up Monitor Community Engagement. Get insights about the engagement levels across your customer base. Enhance your healthscores with the data from Salesforce to proactively address risks and supercharge your customer success strategies. Deliver proactive, preventative care that enables you to retain and grow your customer base. Gainsight, a Salesforce Ventures portfolio company, is a Silver Sponsor of salesforce.coms Dreamforce 2014 conference, showcasing its customer success solution for Sales Cloud, Service Cloud, Analytics Cloud, Community, and the Salesforce1 Mobile App at booth 1007 of the Cloud Expo in Moscone North. For more information, refer to the Install Gainsight article. Scale effort and align teams using digital-led strategies. Limitation of Liability. After you establish a connection to your Salesforce org, authorize the connection and start syncing data from Salesforce to Gainsight through either OOB jobs or custom jobs. You can create two Salesforce connections in the Connections tab. Start and scale with Gainsight - and go live in as little as two weeks! For more information, refer to the Activity Page article.Configure Job. Drive consistent processes using playbooks and prescriptive calls-to-action. They have enabled our customer facing teams to reach out to the right customers at the right time to address issues and receive alerts on leading indicators of potential churn. Once you authorize the connection, configure your connection with one of the following context menu options, as required: Note: If you change the password of the Salesforce org then the connection from Gainsight with Salesforce is revoked. Gainsight is a Force.com application. You can verify the version, Organization name, and user name from the email. You can use this information to gain immediate insights into customer health, discover renewal opportunities, prepare for customer meetings, and more. Differences between Gainsight's Salesforce & NXT Editions Whats new? Jurisdiction for litigation of any dispute, controversy or claim arising out of or in connection with this Agreement shall be in a United States Federal or State Court located in San Francisco, California, and the parties hereby consent to the jurisdiction and venue of such courts. Unlock the power of the industry's #1 platform for net revenue retention. Gainsight helps Salesforce users drive engagement by keeping customer data in one place and helping customer-owners be more productive to take the repetition out of your tasks. You can sync data from any SFDC object to Gainsight Standard or Custom objects. Business Use Case: If Admins want to sync tickets data into cases object in Gainsight, they need to sync the users data before syncing tickets data. For more information about Opportunity job, refer to the Salesforce Connector Jobs for Renewal Management article. SFDC Edition: Can I access Gainsight without buying an additional Gainsight Integration with Salesforce is bidirectional, which means you can sync data, and activities, tasks, and opportunities between Salesforce and Gainsight. If there is a need to link Gainsight to another Salesforce account, then the user has to reauthorize the first connection with the credentials for a different Salesforce account and create or modify jobs as per the schema of the different Salesforce account. Scale effort and align teams using digital-led strategies. EU Office: Grojecka 70/13 Warsaw, 02-359 Poland, US Office: 120 St James Ave Floor 6, Boston, MA 02116. The Job Chain feature helps simplify the process of scheduling a group of related Jobs that you need to run in a particular sequence. Connection: A connection is a link between Gainsight NXT and Salesforce org. You can sync data from one Salesforce object to Gainsight Object through jobs, however you can create multiple data jobs to sync data from all Salesforce objects. If a user is already added through Slack to Gainsight, you can sync Salesforce Users through the Salesforce Connector with Email as the Upsert key. 2023 Gainsight, The Customer Success Company. Help customers achieve their desired outcomes and never miss an opportunity to upsell or cross-sell. For more information on the Derived Mappings, refer to the Job Chain page in the Additional Resources section at the end of this article. 2023-04-25. You can also test Salesforce with a free demo version of the software. Create a single destination for your customers to connect, share best practices, provide feedback, and build a stronger relationship with your product. There are lots of documentation available around that, in case you are interested including the one linked above. You can now see that a license is assigned to the selected user. Identify trends across the customer journey. Note: If the Field name is changed in Salesforce, then you must remove and re-add that field in Connector jobs for the change to take effect. Reports within Salesforce.com have the ability to be simple as a standard Account report, or you can get very granular with your report filtering to segment a very specific result, eg. Find a job, discover Pulse, and learn whats happening industry-wide. Note: Real time sync jobs do not honor Job Chains schedule. Gainsight offers an OOB Job Chain Salesforce_Company Person Sync for the OOB jobs. Thank you to Salesforce for pioneeringtheCustomer Success movement, for inspiring the future, and for creating a platform and ecosystem upon which the future as well as Gainsight and our customers can grow. By default, five licenses are granted when you install Gainsight. Gainsight for Analytics Cloud empowers companies to proactively deliver value across every milestone of the customer journey in order to grow the relationship. If you do that you will be able to guarantee a reliable transfer of data between your teams and software used, which can considerably reduce time spent on migrating between one service and the other. Note, however, that platform license puts restrictions on use of Salesforce. Give the details a look, and select your plan. IN NO EVENT SHALL GAINSIGHTS AGGREGATE LIABILITY FOR ANY AND ALL CLAIMS OR DAMAGES UNDER THIS AGREEMENT EXCEED $100.00. Team View provides customer information from Gainsight without ever leaving the account, case, or opportunity page in Salesforce. Rules Engine, Data Designer, Renewal Center, Surveys, Cockpit, and Reports will only recognize linked Salesforce connection. Licensee hereby grants Gainsight non-exclusive, worldwide, perpetual, irrevocable license, with rights to sublicense, to make, use, modify, distribute and otherwise commercialize the Feedback. For example, if Job A and B are in a sequence, Job B automatically starts as soon as Job A completes, and there is no need to schedule a job separately. The Team View widget is mainly designed for users who have at the very least a Viewer license. Licensee acknowledges that all uses of the Gainsight Content inure to the benefit of Gainsight. Unify the customer data from Salesforce with other sourceslike support tickets and usage datato create a centralized, 360-degree view of your customer. If your data resides in multiple Salesforce orgs, you must first delete an existing connection (after you sync the data) and then create a new connection. The following are few use cases to apply configuration for Upsert Key, but you can always configure Upsert Keys as required: This job imports data from the Salesforce Account object and inserts it into the Gainsight Company object. Find the Gainsight community, certifications, and documentation. Note: The Salesforce metadata will be automatically stored and refreshed every seven days. In Scott's case, the origin of the request is Salesforce so linking the work in Gainsight back to the original request is the challenge. The companys SaaS solution is 100% Salesforce native and uses predictive analytics to drive revenue from sales, usage, support, survey and other sources of external customer data. Rally your entire company around your customers by collaborating with Sales, Finance, Support, or any other team. For more information, refer to the Job Chain Page in the Additional Resources section at the end of this article. This article is the first in a series of Salesforce connector articles. In the Company Person Sync OOB job, the following configurations are provided out of the box: The following are the fields and their direct mapping: There can be one or multiple upsert keys used for the identification of people in Gainsight and thesecannot be edited.
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