Gainsight is a community of real people who are passionate about customer success. Here they collaborate on answers, solutions, and ideas about the products and services they love.
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Gainsight Customer Community | community.gainsight.com Reviews
https://community.gainsight.com
Gainsight is a community of real people who are passionate about customer success. Here they collaborate on answers, solutions, and ideas about the products and services they love.
Setting up Gainsight with SalesForce Professional Edition – Gainsight
https://support.gainsight.com/hc/en-us/articles/203738113-Setting-up-Gainsight-with-SalesForce-Professional-Edition
Setting Up Gainsight for Salesforce Administrators. Setting up Gainsight with SalesForce Professional Edition. As a native Salesforce Platform product, Gainsight is required to issue a special Salesforce user type known as an. For each Gainsight user. The Embedded License type is disabled for all Salesforce products below Enterprise Edition. In other words, both Group and Professional editions do not support the ability to use Platform Licenses. Please review Salesforce's documentation. The Salesforce to...
Gainsight
https://support.gainsight.com/hc/en-us/requests/new
Get up to speed quickly on how Gainsight works. Peruse our how-to documentation organized by feature area. Learn how to configure and implement Gainsight to gain value. Learn what's new in the latest Gainsight release! Join the conversation on Gainsight's community! Post questions, share best practices, and interact with other Gainsight users and experts. Need Help with Gainsight? Register for live training and access videos and Success Express content. CTAs, Tasks, and Playbooks.
How To Revoke oAuth Access – Gainsight
https://support.gainsight.com/hc/en-us/articles/204495238-How-To-Revoke-oAuth-Access
How To Revoke oAuth Access. This article will walk you through the steps to revoke and reauthorize oAuth access for the Gainsight app. Connected Apps OAuth Usage. Navigate to Setup - Connected Apps OAuth Usage. Find Gainsight App in the list of connected apps. Click on the number that shows how many users have authenticated. This number can be higher than 1 in some cases. Click the Revoke All button to revoke all oAuth connections for the Gainsight App. Reauthorizing the Gainsight App.
General Administration Overview – Gainsight
https://support.gainsight.com/hc/en-us/articles/202526518-Administration-Overview
Administrators are responsible for configuring the Gainsight application for their organization and users, as well as modifying settings and enabling additional functionality as your business processes evolve. Nearly all of the tools to support the Admin’s job are available via sub-tabs of the Administration tab in Gainsight. This article provides an overview of the Administration tab and it’s tools, along with links to articles that contain more information about how to configure particular features.
Gainsight Installation Prerequisites and Supported Browsers – Gainsight
https://support.gainsight.com/hc/en-us/articles/202627563-Gainsight-Installation-Prerequisites-and-Supported-Browsers
Gainsight Installation Prerequisites and Supported Browsers. Gainsight can be installed into the following Salesforce editions:. Higher Editions that have been recently released. Note: We do not support the professional edition. Chatter is a prerequisite for installation. Chatter will need to be enabled in order to Install Gainsight into Salesforce. Note: Once chatter is enabled, it cannot be disabled as Gainsight's internal components refer to chatter components. Was this article helpful?
Administration – Gainsight
https://support.gainsight.com/hc/en-us/categories/200112457-Documentation
All rules engine, LRM, data integration, and connectors content is organized here, along with information about how to setup permissions and miscellaneous administrative topics. These resources are for the Gainsight and/or SFDC Administrators in your org. Setting Up Gainsight for Salesforce Administrators. Tutorial: Salesforce Sharing Settings are honored in Gainsight. Gainsight and SFDC FAQs. Auto-Provisioning Matrix Data Architecture. Setting up Gainsight with SalesForce Professional Edition.
Configure Success Snapshot Template – Gainsight
https://support.gainsight.com/hc/en-us/articles/202553948-Administration-Success-Snapshots
Configure Success Snapshot Template. To watch an 8-minute training video on how to prepare your file, configure the template, and export Success Snapshots, click. There are two permissions required for creating Success Snapshot templates. If you're a SFDC Admin, navigate to. Setup Manage Users Profiles [Edit your Profile Name] Administrative Permissions. And select the Manage Public Documents. Checkbox. Additionally, you need the Create permissions on the Salesforce Documents object. On this screen you w...
Configure Milestone Types – Gainsight
https://support.gainsight.com/hc/en-us/articles/202128946-Administration-Milestones
This document will guide you through the setup and configuration. Of Milestones which are used to track major events at the customer level. Milestones can be charted on the Engagement Graph to show how these events correlate to adoption and engagement. To get started, navigate to Administration General Milestones. Creating a New Milestone. To create a new Milestone, click the "New" button in the upper right. Configure Milestones for Relationships or Accounts. Adding a New Milestone.
Customers - Customer Success Software | Gainsight
http://www.gainsight.com/project/bmc-software
Drive Expansion and Advocacy. See our technology partners. Customer Success: The Book. Box is creating a more metrics-based culture around its customers with Gainsight. 500% Increase in CSM Coverage through Operationalizing Customer Success Functions in Gainsight. Increased retention by 7% in 12 Months with Gainsight. Lifesize Increases Efficiency and Sees Immediate Results after Quick Implementation of Gainsight. Scales its one-to-many touch to 30,000 customers. Hundreds of Customers Like You. With 120 ...
Customers - Customer Success Software | Gainsight
http://www.gainsight.com/customers
Drive Expansion and Advocacy. See our technology partners. Customer Success: The Book. Box is creating a more metrics-based culture around its customers with Gainsight. 500% Increase in CSM Coverage through Operationalizing Customer Success Functions in Gainsight. Increased retention by 7% in 12 Months with Gainsight. Lifesize Increases Efficiency and Sees Immediate Results after Quick Implementation of Gainsight. Scales its one-to-many touch to 30,000 customers. Hundreds of Customers Like You. With 120 ...
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Special Offers for Gaia Customers. Special Offers for Gaia Customers. News and updates / Projects. Chancellor of the Exchequer Praises My Teen Mind App. The Rt Hon. Philip Hammond, Chancellor of the Exchequer and MP, has given the My Teen Mind app his seal of approval. He visited the Magna Carta School in Surrey and was treated to a 20 minute presenta. Free Seminar: Chromebook & G Suite for Education. Logic Studio School – ‘A Day in the Life’ Project. National Education Technology Conference 2017. Free S...
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Gainsight Customer Community
Welcome to the Gainsight Community! Gainsight is a community of real people who are passionate about customer success. Here they collaborate on answers, solutions, and ideas about the products and services they love. It only takes a minute to get started. Step 1: Sign Up. Step 2: Follow Categories. Conversations 1 - 20. Automate a scheduled export of survey results. Automate a scheduled export of survey results. Scorecards in the SFDC Account Widget - read only? Link to Knowledge Article in CTA. Allow to...
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