Currently there is a connector for CC and Gainsight CS within CS but it is only 1 direction (CC → CS) We need a way of updating Community using CS, either via External Actions (and therefore we need to be able to authorize API connection via a Connector Job) or just by having OOB integration that adds Community related actions to rules engine. Our current use cases; Assign Credly badges to user Assign roles/permisions to user Both these products are owned by Gainsight so there should be an easy way to send data bi-directionally between them….
There is a very useful checkbox “Show data from all children” on all reports in C360, that are added to a “Report” type C360 page. It allows to see data accumulative with all child accounts, which in our business is often a must.However, the very same report added to the Summary page will not have this option.Summary page is uniquely useful in its features, so we (as many others) have it as the first page of any customer’s C360 view. However the lack of this checkbox in any reports massively limits this tabs usefulness and clarity.Please add this option for all reports in Summary page as well, for both consistency and improved usefulness, so that users wouldn’t need to navigate away and search for the same report in other C360 tabs. Images for reference:
It would be very beneficial for Spaces invite templates to be universally created to promote consistency and branding across all users.
As an admin, I would like to have a widget/section where I can post news/updates/product releases/etc to all customer spaces.
Hi team,It would be great if CXMs could update their Spaces intro text in bulk. We’re looking to embed an intro video personalized for each CXM, but currently, it seems this has to be done manually for every account. Since some CXMs manage 50+ accounts, this becomes quite a heavy manual lift just to make a small change on the Spaces page.Adding the video really helps create a personal touch, but the current manual process makes it difficult to scale.Additionally, it would be fantastic if the intro text supported tokenization—similar to what’s available in the Rules Engine or CTA comments (e.g., @company name or @CSM name).Are these enhancements planned for an upcoming release?Thanks a million,Alan
It’d be nice to be able to move and spin off replies from Product Updates in the same way we can move replies from other threads into their own posts or other posts.
History tracking data is important for trend analysis/ forecasting. But, there could be some objects where we are required to maintain just the snapshot data. For example in standard objects like Company/ User or any custom objects – In Company, when did the CSM change or what was the previous ARR? As of today, we do not have the luxury of keeping historic changes in Gainsight but with the help of rules/ objects we can still accomplish this. For demonstration – I’ve created the object ‘Kite Info’, which is loaded around 7am daily. Schema as follows, {*Kite Id(String); Kite Name(String); Kite Date (Date); Kite Value (Number); Kite Location (String) } *Kite Id is the identifier field. I’ve created a backup object that has only those fields which require history tracking(along with the Identifier) – ‘Kite Info Bkp’. This object is loaded 10am daily. But, for the first time – data from ‘Kite Info’ is loaded once ‘Kite Info Bkp’ is created. {*Kite Id(String); Kite Date (Date) ; Kite Value (Number); Kite Location (String) } *Kite Name is consistent hence not required for tracking. Rule Name -> ‘Load Kite Info Backup’, scheduled to run at 10am Load all the values from ‘Kite Info’ to ‘Kite Info Bkp’ with Upsert operation and Identifier ‘Kite Id’ History Tracking object – ‘Kite Info History’ Column Name DataType Kite Id String Kite Date New Date Kite Date Old Date Kite Value New Number Kite Value Old Number Kite Location New String Kite Location Old String Kite Date Changed Boolean Kite Value Changed Boolean Kite Location Changed Boolean Changed Date Date History Tracking Rule Setup, Rule Name à ‘Kite History Tracking’ ; Scheduled to run at 9am daily. “Timing of this rule is of highest importance – this should be scheduled to run after the source ‘Kite Info’ is reloaded but before the backup object ‘Kite Info Backup’ is refreshed. In the Merge task, I’m doing inner join on Kite Id. Fields in the Transformation task ‘Change Capture’ are as follows, Those with prefix ‘new’ are from ‘Kite Info’ Those with prefix ‘old’ are from ‘Kite Info Bkp’ Field List – Kite Id, Kite Date Old, Kite Date New, Kite Date Changed and similarly for Kite Value and Kite Location Case statement, When ‘Kite Value New’ not equals ‘Kite Value Old’ then ‘Kite Value Changed’ is True Similarly for Kite Date and Kite Location. I’m introducing another case field as, When ‘Kite Value New’ not equals ‘Kite Value Old’ (OR) ‘Kite Date New’ not equals ‘Kite Date Old’ (OR) ‘Kite Location New’ not equals ‘Kite Location Old’ Then ‘Changes Made’ is True Only if the above value true, a record will be considered for inserting into History tracking object. Loading into History Tracking object is of INSERT type action, as we have to capture all the changes being done.
We have a lot of Dropdown lists being populated by Rules and data from an integrated system. We would like the ability to allow the Rules to create new Dropdown List values rather than fail if one is not mapped. Example: Countries & StatesOur Country & State lists includes characters that aren’t allowed in Gainsight, including apostrophes. We constantly sell to new Countries and States. This means we need to add dropdown values almost daily. We have never been able to find a full list we can upload through excel. Somehow, values are always missing. We would like the ability to let the Rule create the new Dropdown List values for us as they appear.
We love the existing functionality that allows timeline activities from child accounts to roll up into the parent account's timeline — this has been a great step toward giving our teams a complete picture of account health across hierarchies. We'd love to see this same rollup behavior extended to the AI Cheat Sheet.The ask: When viewing a parent account, the AI Cheat Sheet should synthesize and surface highlights from all child accounts within the hierarchy, not just the parent account itself.Why this matters: For teams managing complex, multi-subsidiary accounts, this would:Reduce context-switching — ICs and Leaders get a full account narrative from a single view Improve executive briefings — quickly understand health and activity across an entire account family without manual aggregation Support proactive risk identification — spot trends across child accounts before they escalateToday, our team is manually piecing together insights across child accounts before every customer meeting. A rolled-up AI Cheat Sheet would make the feature significantly more actionable for enterprise CSM teams.
Like it is possible to customize the layout of the main landing page and custom pages it would be great to be able to customize the user experience in each community section and category.
Didn’t see this posted anywhere, but there seems to be no way to get notified if a Real Time Rule fails for any reason. It makes me extremely wary of using Real Time Rules if I have no way to get notified when something goes wrong. In fact, no feature that relies on automation should GA unless there is a way to be notified when it fails for any reason.
We use moderation tags to identify topics for various feedback loops. The tags are added to topics by our moderation team as they handle the topics. However, due to the lack of auto-complete (and zero traction for the idea for that), we have numerous misspelled versions of each tag. There is no way for us to do a clean-up of these misspelled versions and remove them. Even after changing the misspelled tag to the correct one, the misspelled version remains present in the filter list. And as such I keep having to check if it has been actually been given to a topic or is still just an empty remnant. You can have customer service clean out the unused tags, but it would be much easier if we can eitherclean-up tags ourselves make it so that unused tags get autodeleted
We have a clearly-defined series of moderator tags that we use for various purposes. Although we don't have a huge list, it can be difficult to remember the exact format of the tag. For example, is it life-sciences, life-sci, life_sci etc. It would be really helpful if the platform would autocomplete or offer suggestions for these tags when you're typing them in, based on the tags which have been applied before. I think this could be useful for public tags as well so people all use the same one instead of getting several variations of the same thing.
Hi all, I'd like all users to be able to edit the title of their topics. This is currently not possible, so a moderator will have to edit it on behalf of the user. Best, Ditte
Description:When a CSM manually overrides a score through the CSM Assessment in Scorecards, the override itself functions correctly and updates the score as expected. However, the percentage displayed in the scorecard is inaccurate.In scenarios where a score is overridden, the UI shows 0% instead of 100%, even though the override is successfully applied. This creates confusion for users because the percentage value does not reflect the actual override action.Current Behavior:The override works correctly and updates the score. The percentage displayed is incorrect (0% instead of 100%) when an override is applied. This occurs across multiple CSM override scenarios.Expected Behavior:When a CSM overrides a score using the CSM Assessment, the percentage displayed should correctly reflect the override (e.g., 100%) rather than showing 0%.Impact:The display is not intuitive for users. It can create confusion during scorecard reviews and reporting. Users may assume the override did not apply correctly because the percentage appears incorrect.Suggested Improvement:Update the Scorecard logic so that when a CSM override is applied, the percentage displayed reflects the override appropriately (e.g., 100%), ensuring the UI aligns with the actual scoring behavior.
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