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Unanswered questions

3714 Topics
elaine_cleary
elaine_clearyHelper ⭐️⭐️
asked in Customer Success (CS)
Is there a way to set up the SF platform cache/partition to improve performance of GS visualforce pages & reports?

Is there a way to set up the SF platform cache (by configuring a partition) to improve the performance of rendering Gainsight visualforce pages & reports?  Just wondering (on behalf of one of my customers) if we could take advantage of potential unused server resource to improve speed/usability. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_cache_namespace_overview.htm

110
elaine_cleary
8 years ago
sarah_couch
sarah_couchContributor ⭐️⭐️⭐️⭐️
asked in Customer Success (CS)
Is it possible to have Revenue Bands display in Cockpit?

I don't see Revenue Bands as a selection in 'Cockpit Config'/'List View Field Config'. Is this an option that is available and I'm just overlooking it? If not, I'll enter an Idea  for this. Thanks for any guidance anybody can provide!

415
phil_kowalski
8 years ago
lauren_marsh
lauren_marshContributor ⭐️⭐️
asked in Customer Success (CS)
clear+setting/filters

Unable to universally remove the settings on a dashboard.  Source reports are updated but there is a bad date setting, not sure how it got there, but it seems to be applied to every dashboard component for all users.  How do I remove this so that end users see the dashboard in a way that reflects the actual configuration of the reports.   I don't want to have to remove it individually from ALL users. Thank you, Lauren

611
sudarshan_vig
8 years ago
cshishman
cshishmanContributor ⭐️
asked in Customer Success (CS)
Manually update overall health score?

How can I manually change the overall Health Score for an account deemed At Risk? The measures are all positive but direct client feedback tells us otherwise.

1428
seth
8 years ago
mahesh_patil
mahesh_patilGainsight Employee ⭐️⭐️
asked in Customer Success (CS)
Gainsight Emergency Hotfix : Friday, 23rd September 2016

Maintenance Window :    CST - Between 10:00 AM and 12:00 PM, Friday, 23rd  September 2016   UTC - Between 03:00 PM and 05:00 PM, Friday, 23rd  September 2016 IST -  Between 08:30 PM and 10:30 PM, Friday, 23rd  September 2016   Activity :  Post yesterday's major release, we have identified a potential issue which could cause failures of rules in certain conditions.   An Emergency Hotfix will be deployed on MDA (Backend Infrastructure) to fix this issue.   Data Processor queue will be in hold state for about 1 hours during this maintenance.  Soon after the deployment,  Data Processor queue will resumed as normal. Queues Hold Time :  1 Hours   Impact Details : PRODUCTION Environment Gainsight Application  - SFDC  :  NO IMPACT Data Ingestion Queue - MDA :   NO IMPACT Data Processor Queue - MDA :  Delay of abo

465
mahesh_patil
8 years ago
diana
dianaContributor ⭐️⭐️
asked in Customer Success (CS)
Health Score option of zero / 0

We want to be able to allow for a health score option of zero. We are leveraging the labeling functionality for 1-10 but there wasn't an option to select 0 as a possible label. Currently in the relationship scorecards, we only have an option of 1 - 100. Did I overlook how to implement this feature or is this on the roadmap already?

593
diana
8 years ago
elizabeth_gerber_7161b6
elizabeth_gerber_7161b6Contributor ⭐️⭐️
asked in Customer Success (CS)
Closure of multiple tasks displayed as ONE bar in Bar Chart

Im looking for a way to report on closure of multiple tasks and display them as 1 combine bar in bar chart in Dashboard.

291
dan_ahrens
8 years ago
mahesh_patil
mahesh_patilGainsight Employee ⭐️⭐️
asked in Archived content
Gainsight Scheduled MDA Major Release: Thursday, 22nd September 2016

Maintenance Window :    CST - Between 12:00 AM and 06:00 AM, Thursday 22nd September, 2016   UTC - Between 05:00 AM and 11:00 AM, Thursday 22nd  September, 2016 IST -  Between 10:30 AM and 04:30 PM, Thursday 22nd  September, 2016   Activity :  Gainsight has planned a scheduled deployment on MDA (Backend Infrastructure) as Major  Release. During this maintenance Rules and Data processor queues  will be in hold state for about 2 Hour.  This deployment includes changes in MDA to support feature updates coming as part of GAINSIGHT SFDC V5.3  and few bug fixes.  Scorecard 2.0 Enhancements Vault - Global Search and new actions support in Rules Export Dashboard Services Reports - Users can email Gainsight Home Dashboards as a PPT using the Export option CoPilot - Track clicks on hyperlinks in an email using an Outreach   Queues Hold Ti

374
jeffrey_dasilva
8 years ago
michael_sweeney
michael_sweeneyHelper ⭐️
asked in Customer Success (CS)
Expand Scorecard Summary text field when in 360...

Customer has guidelines for entering specific data in this field and would like to see more than lines of information that are currently available in the CS360 view. Would there ever be an option to auto-size this field in the future?

120
michael_sweeney
8 years ago
heather_hansen
heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️
asked in Customer Success (CS)
Summary Section - Links no longer clickable

I noticed that you can longer click on the widgets in the Summary on the C360 to go to that section. It would great if that was still an option in addition to the links on the left as well.

684
david_rogers
8 years ago
cristina_postolache
cristina_postolacheContributor ⭐️⭐️⭐️⭐️
asked in Customer Success (CS)
Special characters when creating new object in Data Management from .csv

I have created a new object in MDA to store a series of contacts, but the Swedish special characters show some errors: Could this be fixed?

341
ashok_dugaputi
8 years ago
bruno_giacomelli
bruno_giacomelliContributor ⭐️⭐️⭐️⭐️
asked in Customer Success (CS)
[Rule Chain] How does nested rules queries work?

Didn't find the precise answer to this question in the Documentation, so let's go: Does child rules are applied only to resulting customers of the Parent Rule? Or does the child rules query results work independently of the parent's result? Example: 100 customers (A) Not Nested:  - Rule 1 (20 resulting lines out of 100) - Rule 2 (50 resulting lines out of 100) - Rule 3 (10 resulting lines out of 100) (B) Nested: - Parent Rule 1 (20 resulting lines out of 100) --- Child Rule 2 (5 resulting lines out of 20) --- Child Rule 3 (3 resulting lines out of 20) If it works like (A), then probably all child CTA rules will need controls so the CTA doesn't open over and over again. Thanks, Bruno

446
aviv_caspi
8 years ago
darkknight
darkknightExpert ⭐️
asked in Archived content
Co-Pilot: Tab keeps disappearing

Has anyone else had problems in the new UI with the Co-Pilot tab disappearing, requiring you to have to go and re-add the tab in SFDC?  Happening to us it seems several times a week. Our SFDC admin pointed me to this known issue with SFDC https://success.salesforce.com/answers?id=90630000000gwtrAAA but just curious if it's being seen elsewhere and, if so, if Gainsight has any way of working with SFDC to try and rectify.

231
steve_davis
8 years ago
tom_wix
tom_wixContributor ⭐️⭐️⭐️⭐️⭐️
asked in Deliver Customer Success
Is there a search configuration so that searching for a customer using a partial name succeeds ?

For example, Account/Customer name is "One Big Account" if you search on "Big" , there are no search results.   But if you search on "One" , the account is found. Is that a current limitation of the search function, or is there a place to configure search to be a little "smarter/forgiving" ?

487
elaine_cleary
8 years ago
lane_h
lane_hGainsight Employee ⭐️⭐️⭐️
asked in Archived content
Limit to Operational Emails via Rules Engine

Is there a limit to how many emails can be sent through the rules engine that are marked as Operational?  I was told there wasn't and then when looking through the documentation it says there is a limit of 1000. Send Email via the Rules Engine You can also send emails directly via the rules engine using the Send Email action (this option does not utilize CoPilot). However, CoPilot is specifically built for customer communication and is easier to configure for most use cases. The rules engine covers a broad array of uses, including sending emails, data movement and updating scores. We recommend that you use the rules engine to send email only for the following three use cases: 1.You need to leverage Salesforce email templates instead of Gainsight’s email templates 
 2.You want to send an email and initiate another action such as create a CTA
 3.You want to send an email campaign without the unsubscribe link (limited to 1000) We are preparing to send some emails throu

808
sundar
8 years ago
darkknight
darkknightExpert ⭐️
asked in Customer Success (CS)
Cockpit: No CTAs show in Cockpit when filtering for Status includes Closed Success, etc

When applying Cockpit Filters  Status includes "Closed Success, Closed Risk, Closed Not Applicable"  no CTAs show in cockpit.  Tried doing the opposite  Status includes "New, Work In Progress" but that does not work either. C

231
nitisha_rathi
8 years ago
mahesh_patil
mahesh_patilGainsight Employee ⭐️⭐️
asked in Customer Success (CS)
Gainsight Scheduled MDA Release: Thursday, 15th September 2016

Maintenance Window :    CST - Between 01:00 AM and 06:00 AM, Thursday 15th September, 2016   UTC - Between 06:00 AM and 11:00 AM, Thursday 15th September, 2016   Activity :  Gainsight has planned a scheduled deployment on MDA (Backend Infrastructure) as Patch Release. During this maintenance Rules and Data processor queues  will be in hold state for about 2 Hour.  This deployment includes few bug fixes: In Milestone's on charts from Report builder In Dashboard  & QBR Soon after the deployment, all queues will resume as normal.   Queues Hold Time :  2 Hours   Impact Details : PRODUCTION Environment Gainsight Application  - SFDC  :  NO IMPACT Data Ingestion Queue - MDA :  NO IMPACT Data Processor Queue - MDA :  Delay of 2 Hours expected. Rules Engine Queue  - MDA :  Delay of 2 Hour expected.

343
mahesh_patil
8 years ago
logan_t
logan_tContributor ⭐️⭐️⭐️
asked in Customer Success (CS)
Last Modified Names on Scorecards are Abbreviated

Customers have brought to our attention that the names on scorecards used to show "Last Modified By" are usually abbreviated. Often, just a first name is shown. In Orgs that have multiple people with the same first name, this can lead to confusion, time spent hovering over the text to figure out which Logan was the one that made the last change! (From Trial Org) Sometimes though, the name shown can be reduced down to just the first letter, depending on the length of the text preceding it. This isn't really useful information at that point.  Could there be a setting that enables the full name being displayed? Perhaps by "wrapping" the text to include a second line if necessary. Thanks for your time. Take care! -Logan T.

621
matthew_lind
8 years ago
yogesh_vaishnav
yogesh_vaishnavGainsight Employee ⭐️
asked in Archived content
Gainsight Emergency Hotfix for Service Incident: Copilot Outreaches Failing

Activity: With reference to incident reported at https://community.gainsight.com/gainsight/topics/service-incident-copilot-outreaches-failing-ih9deyi... we will be applying emergency hotfix. Maintenance Window: CST - Between 08:00 AM and 09:00 AM , Wednesday 14th September, 2016   UTC - Between 02:00 PM and 03:00 PM, Wednesday 14th September, 2016 The rules queue hold time will be 30 minutes during this window.The rules will be resumed immediately after the maintenance window.

343
mahesh_patil
8 years ago
mahesh_patil
mahesh_patilGainsight Employee ⭐️⭐️
asked in Customer Success (CS)
Gainsight Scheduled Hotfix Release: Tuesday, 13th Sept 2016

Activity :  Emergency Hotfix will be released Maintenance Window :    CST - Between 12:00 AM and 2:00 AM , Tuesday 13th September, 2016   UTC - Between 05:00 AM and 7:00 AM, Tuesday 13th September, 2016 Queue Hold Time :  1 Hours   This release is to fix a bug in Scorecards where Overall Score is getting calculated wrongly.  During this release, Rules Engine Queue will be in hold state for about 1 hour.  Soon after the deployment, the queue will resume as normal.   Impact Details : PRODUCTION Environment Gainsight Application  - SFDC  :  NO IMPACT Data Ingestion Queue - MDA :  NO IMPACT Data Processor Queue - MDA :  NO IMPACT Rules Engine Queue  - MDA :  Delay of 1 Hour expected.     FOR MORE INFORMATION Please subscribe to this article for updates. If you have questions, please open a ticket with us b

303
mahesh_patil
8 years ago
alex_legay
alex_legayHelper ⭐️⭐️⭐️
asked in Customer Success (CS)
Make the revenue band a scheduled apex job

Is it possible to make the revenue band apex job a scheduled run? From what I understand it only runs when a change has been made to the revenue band configuration. This can cause revenue bands to be incorrect if there is a change in the asv. Thanks, Alex

365
azhar_uddin
8 years ago
cara_brill
cara_brillContributor ⭐️⭐️⭐️
asked in Customer Success (CS)
Can I add SFDC Task field to a GS Task for better syncing?

We have a picklist field in our SFDC tasks for "type" and I want to have that on our GS tasks for proper syncing back to Salesforce. I see this "We can only bring fields from the task object into the task detail" on the configure cockpit admin instructions page, but I cannot find anything that tells me how to customize the task object.

515
manu_mittal
8 years ago
ramya_kalisipudi
ramya_kalisipudiHelper ⭐️
asked in Customer Success (CS)
Ability to hide the Cases section in Mobile App even though it is not configured anywhere in the CS360 sections

I am posting this based on customer request. When navigated to Mobile app we are seeing section "Open Support Cases" when we click on customer even though this section is not configured anywhere in CS360 sections under Administration page. See the attached screenshot. Can we have provision to hide this in Mobile app if this is not configured in CS360 sections  under Administration tab.

322
ramya_kalisipudi
8 years ago
kati_kamilova
kati_kamilovaContributor ⭐️
asked in Deliver Customer Success
Permission Set for Administration Tab

I would like that our CSM do not have an opportunity to edit or delete rules in administration tab or not have access to administration tab all in all. 

302
johnny_burtchaell
8 years ago
becky_richardson
becky_richardsonContributor ⭐️
asked in Customer Success (CS)
Add fields via Lookup for Reporting

I would like to report in Gainsight on fields contained on a lookup field record on our Salesforce accounts. In Salesforce, I can add fields via lookup on the report type and use these fields, but I cannot find a workaround to do the same in Gainsight.  I want to utilize the report in a Success Snapshot, so I am looking to find a way within Gainsight to report on this information. 

602
becky_richardson
8 years ago

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