Hello Everyone,
This is to inform you that for the Q3, October release, there will not be an Early Access to Release Notes document available. Here is a high-level list of tentative items you can expect in the Q3 Gainsight CS release:
- Scorecard Optimizer - Improvements to Setup and Model Results* – We understand that optimizing scorecards is a challenge for many customers, as assessing their effectiveness and choosing the right weights and thresholds requires complex data analysis. This makes it difficult to predict churn and expansion accurately, which is crucial for efficient Customer Success operations.
*Please note the Scorecard Optimizer enhancements are no longer going as part of the October Release.
- Timeline: Calendar Context Resolution Update: While customers have made great use of the Calendar integration for creating activities, some have encountered challenges with contact data not being consistently accurate. This has provided us with valuable feedback, showing how crucial precise data is for effective Customer Success operations.
To address this, the Calendar Context Resolution Update will ensure that the correct company and contact are automatically assigned when creating activities, and create consistency across calendar and other meeting integration solutions. This update will enhance data accuracy and streamline your processes, reducing the need for manual adjustments.
- Connectors – As highlighted in our July/August Release Notes, we've upgraded the backend infrastructure for our Connectors to improve load times, boost overall efficiency, and accelerate implementation of new enhancements.
As a result the following Connectors require action to be taken:
- Recreation of jobs on V2 Connector: Zuora, Intercom, Pipedrive, and Zoho
- Reauthorization of jobs on V2 Connector: JIRA, Zendesk, ServiceNow, Google BigQuery
- Edit Connection and Save: FreshDesk
Action must be taken by the October 2024 Release to avoid data sync failures and job disruptions. For more information, click here.
- Create Person/Company Person from CE & CC via Unification: This feature enhances integration between CC/CE/PX and Gainsight CS by allowing automatic creation and updating of Person and Company Person records. Previously, updates were made manually by a CSM or Salesperson. Now, person information updated in CC/CE or pushed from PX can maintain contact hygiene, avoiding duplicates while keeping the person model consistent.
- S3 Security Enhancements – In the upcoming Q3 release, Gainsight is implementing two key security enhancements to strengthen the protection of S3 buckets.
- The first enhancement focuses on restricting S3 key access, ensuring that unauthorized users cannot access sensitive data.
- The second introduces S3 key rotation notifications, which will alert users when key rotations are necessary, further enhancing security practices.
These updates will help prevent unauthorized access and safeguard customer data.
- OAuth Authentication for Snowflake Connector: Gainsight is enhancing the Snowflake connector by introducing OAuth authentication, in addition to the less secure username and password method. OAuth provides a more secure way for users to authenticate without sharing credentials directly, addressing customer concerns and aligning with modern security standards. This update will strengthen the security of the Snowflake connector and further enhance Gainsight's commitment to providing a secure platform.
- Navigate from JO to Edit in PX - This feature simplifies the process of previewing and editing PX engagements in JO. By clicking the Edit in PX button, the engagement opens in a new tab using SSO. After making changes, you can return to the JO tab and refresh to see the updated details. This capability saves time and reduces the need to switch between JO and PX interfaces.
Please note, this list is subject to change as the release date approaches. Stay tuned for more details in the final version of our release notes!