Gainsight Admin Certification Exam Prep (2023/ 2024 New Update) Questions and Verified Answers| 100% Correct
Gainsight Admin Certification Exam Prep
(2023/ 2024 New Update) Questions and
Verified Answers| 100% Correct
QUESTION
What is a Rule Chain?
Answer:
Rule Chain is a group of related rules that have been chained together to execute one after
another with a shared schedule
QUESTION
What are key questions to ask when building a Rule?
Answer:
What data do you have?
Where is it stored?
What format is data stored in?
What is the source data? (Process)
How do I filter that data?
Do I need to transform it or make calculations?
QUESTION
What are the 4 task types of Rules?
Answer:
- Dataset
-Transformations
-Merge
-Pivot
QUESTION
What does “Apply to Gainsight Customer Only” mean when creating a Rule?
Answer:
Means it will limit to only customers in your Gainsight Data (your customer info object)
QUESTION
In Rules Engine, will advancing along the setup actions save your work as you go?
Answer:
NO! You have to hit “Next” in order to save your work, rather than clicking through the setup
actions at the top
QUESTION
What is the benefit of selecting “Include in Identifiers” when creating a Rule?
Answer:
Click “Include in Identifiers” to help prevent duplicate CTAs based off vague qualifiers
QUESTION
The purpose of the Rules Engine is to:
Answer:
- Leverage customer lifecycle
- Leverage data you have for analysis
- Leverage data you have for monitoring and action
QUESTION
The anatomy of a rule contains the following steps:
Answer:
Create Rule, (Edit Rule), Set up Rule, Set up Action, and Schedule
QUESTION
If a Worksheet=Object, column=__ ?
Answer:
Field- think of an excel workbook
QUESTION
The default view which has rules in alphabetical order is:
Answer:
List View
QUESTION
TRUE OR FALSE: Identifiers tell the Rules Engine how to find unique records.
Answer:
TRUE
QUESTION
Rules Engine Listing sorts rules:
Answer:
Alphabetically
QUESTION
TRUE OR FALSE: You can do multiple actions in one rule
Answer:
TRUE
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What is Gainsight Go?
Contains up-to-date documentation with step-by-step guidance on how to complete processes in Gainsight
What is the Gamechanger Community?
An online community where you can network with Admins, CSMs, and Gainsight employees and discuss best practices, product enhancements, and questions
What is Gainsight Support?
Provides on-on-one support for specific technical issues or questions. Available online through ticketing and live chat, and through phone
What is the Cockpit?
The CSM workspace for managing CTAs and tasks
What are Playbooks?
A predefined recommended set of tasks for resolving a CTA
Rules Engine is
A place where you can automate your processes by configuring business rules
Scorecard is
The overall scoring scheme that you set up in Gainsight
What is the MDA?
Matrix Data Architecture- Gainsight’s proprietary back end infrastructure that serves as the foundation for any instance of Gainsight
Data processing and storage stack which houses external data such as:
-Support data from Zendesk or other support tools
-Financial data
-Other usage information from a proprietary system (like SFDC)
CTA stands for
Call to Action
TRUE OR FALSE: A Gainsight Administrator might have a different title at different organizations
TRUE
What is a Gainsight Admin responsible for?
- On-going maintenance of data & processes
- Initial configuration and implementation of Gainsight
- Analyzing and improving Gainsight processes for their organization
Are Admin Hours offered monthly, weekly, or daily
Weekly
TRUE OR FALSE: You can create an MDA object from a CSV or with an API
TRUE
TRUE OR FALSE: You can load data directly via API
FALSE
You can load data via:
- Rules Engine
- Transfer data in and out of S3 buckets
What are Key Identifiers?
Key Identifiers is a checkbox in data management that ensure that information is appropriately aggregated/mapped
How many records can a low volume object store?
Up to 5000
Low Volume Data Objects are used for data that needs to be edited frequently. There are advantages to using Low Volume objects such as the ability to edit data in the object from more locations in Gainsight, and the ability to load data into the object using Custom Object APIs.
How many records can a High Volume object store?
Up to 1 million
This object type is recommended for storing huge volumes of data, like usage data.
From an object’s Data Operations tab, you can..
- Filter records based on selected criteria
- Delete records
- Configure the displayed fields for the records list
You CANNOT build reports based off objects from this tab
TRUE OR FALSE: A field’s data type can be changed after an object is created
FALSE
MDA Field Data Types- Date & Time. Is there a difference between Date and DateTime?
Yes! Remember that Date and DateTime are different. Using date rather the date time simplifies the use of the field in GS, so use date when you can
What are the three MDA Object types?
System, Standard, and Custom
What is a Standard Object in the MDA?
Objects created by Gainsight and include Company, User, Person, Relationship, and Relationship Type
Can be edited to add additional fields but you cannot perform edit operations on stock fields within standard objects
What is a Custom Object in the MDA?
Objects created by the admin. Fully customizable and you have full control to edit and modify them
Can load data into custom objects through manual loads of small fields, connectors, and rules engine
What is a System Object in the MDA?
Generated by Gainsight and include scorecard fact tables as well as activity timeline
This data is loaded by Gainsight and cannot be edited in any way
Definition of Data Type
Defines what kind of data can be stored in a field; for example, Number, Email, Currency
Rules Engine uses __ to search your data for specific information.
Query Language
What is a Rule Chain?
Rule Chain is a group of related rules that have been chained together to execute one after another with a shared schedule
What are key questions to ask when building a Rule?
What data do you have?
Where is it stored?
What format is data stored in?
What is the source data? (Process)
How do I filter that data?
Do I need to transform it or make calculations?
What are the 4 task types of Rules?
- Dataset
-Transformations
-Merge
-Pivot
What does “Apply to Gainsight Customer Only” mean when creating a Rule?
Means it will limit to only customers in your Gainsight Data (your customer info object)
In Rules Engine, will advancing along the setup actions save your work as you go?
NO! You have to hit “Next” in order to save your work, rather than clicking through the setup actions at the top
What is the benefit of selecting “Include in Identifiers” when creating a Rule?
Click “Include in Identifiers” to help prevent duplicate CTAs based off vague qualifiers
The purpose of the Rules Engine is to:
- Leverage customer lifecycle
- Leverage data you have for analysis
- Leverage data you have for monitoring and action
The anatomy of a rule contains the following steps:
Create Rule, (Edit Rule), Set up Rule, Set up Action, and Schedule
If a Worksheet=Object, column=__ ?
Field- think of an excel workbook
The default view which has rules in alphabetical order is:
List View
TRUE OR FALSE: Identifiers tell the Rules Engine how to find unique records.
TRUE
Rules Engine Listing sorts rules:
Alphabetically
TRUE OR FALSE: You can do multiple actions in one rule
TRUE
To receive an email with an Excel attachment showing the results of your Rule:
Add your email to the “Email failures during scheduled run” when scheduling
TRUE OR FALSE: In a Rule, the green smiley face, yellow triangle with an exclamation point, and the red sad face icons indicate Successful run, Partial Success, and Full failure, respectively.
TRUE
What does “Partial Failure” on a Rule mean?
- Indicates that the rule itself ran successfully, but some of the data failed
- Is often caused by null values
- Could mean sometimes that the rule could be working on some records
TRUE OR FALSE: In databases on a Rule, null equals zero (0)
FALSE- null really means “unknown”
When a rule goes wrong, what are some steps you can take to troubleshoot?
-Check logs and run test to examine the rule results
-Clone rule, narrow down to 1 customer that qualifies
-Strip out filters, add back one by one until you find the filter that breaks it
What does the Rule Summary contain?
-Rule criteria and actions
-A log of successful and unsuccessful runs
-Details of who created and who last modified the rule
Gainsight Report Builder only looks at __ object(s) at a time.
One
To create a report on ARR and Current Score, which data object would you select?
Company
To create a report on information such as upsell, down-sell, and churn, which data object would you select?
Opportunities
For number fields, you can set up to _ decimal places.
3
To use Pivot you must have at least __ field(s) in the Group By section
2 (max is 53)
By default, which users have permissions to view all Dashboards? Select all that apply.
-Users the Admin has granted view access to
-Users the Admin has granted view/edit access to
Who can configure Dashboard level filters?
Admins
What are Dashboards? Definition
Dashboards are a collection of related reports viewed together on a single page
What does Boolean mean in reports?
Count
When pivoting groups in a report, does it group data by rows or columns?
Columns
What are the standard widgets in a Dashboard?
- Image
- Rich Text
- Web Page
What are the 4 main components of Journey Orchestrator?
- Participant List (WHO)
- Email Template (WHAT)
- Program (WHEN)
- Journey Analytics (HOW)
How many program models are available in Journey Orchestrator?
4- 3 for surveys and 1 for non-surveys
What are the 4 models in Journey Orchestrator?
- NPS Survey
- Customer Satisfaction Survey
- General Survey
- Email Chain
What is the maximum number of emails that can be sent in a single Journey?
5000
What is SSL? (requirement for publishing surveys)
SSL- Secure Sockets Layer
This is a cryptographic protocol to provide security over internet communications. You can find out if a site is using SSL when a padlock is displayed or the address bar shows the URL as HTTPS instead of HTTP.
At what levels can Programs be created?
Company, User, Relationship
What are the 4 source types you can use to add participants to a Journey Orchestrator?
- CSV
- Query Builder
- Segments
- Event
Which model is used to send operational emails in Journey Orchestrator?
Email Chain
TRUE OR FALSE: You can publish a model with a survey without an SSL survey site address.
FALSE
TRUE OR FALSE: Journey Orchestrator allows you to use Reports in an email template.
TRUE
TRUE OR FALSE: All the scorecard Grading Schemes in Scorecards have a numeric range and labels associated with it.
TRUE
Which report allows you to review your customer’s health scores and visualize the trends with reference to configured grading schemes in Scorecards?
Scorecard Habits report
Can a scorecard have more than one grading scheme?
No- only one per scorecard
What is a Scorecard?
An instrument to systematically measure and track customer health, both objective & subjective elements
Objective: product usage, survey scores
Subjective: executive relationships, CSM sentiment
What is a Measure in a Scorecard?
A quantitative metric used to track customer’s health; what you want to track.
Are measures in scorecards automated or manual?
Both- you can choose. Manual ones are indicated with the human icon. Automated measures can be set with Rules Engine
What are Measure Groups in a Scorecard?
Measure groups are a collection of measures/way to combine related measures
The score of a measure group is automatically calculated based on the score for each measure & the weights assigned to it
What are the 3 grading schemes in a Scorecard?
- Numeric (0-100)
- Color (RYG)
- Grading (A-F)
The scores of a Scorecard are set automatically by Rules Engine with Set Score 2.0 Action Type.
What do you need to remember about how scores are set automatically with Rules Engine
What are the 2 data types Scorecards can be created for?
Company or Relationship
What is the difference between a Habit Report and a Mass Edit Report in Scorecards?
Habit shows trends, Mass Edit shows health scores by individual companies
Scorecard Mass Edit Report: displays health scores of multiple Companies or Relationships in a tabular format embedded in a Dashboard, and enables end users to make manual edits to the scores
Scorecard Habits Report: displays aggregated Scorecard trends over a period of time for either Companies or Relationships
How often should the validity of the Scorecard be re-evaluated?
Every 6 months
What is the maximum number of company scorecards?
20
How many scorecards can you have per relationship type?
10
How are CTAs created?
Either manually by the CSM or Admin, or automatically via Rules Engine
What are the types of CTAs?
-Activity- default CTA type created from Timeline & manually
-Risk- represents negative trends with a customer, with tasks focused on mitigation.
-Lifecycle- time based, scheduled events based on the customer lifecycle
-Custom- created by the GS Admin
-Expansion- positive trends with customers, with tasks focused on potential opportunities for upsell
-Objective- tied to success plans and can only be created in C360> Success Plan section
What are tasks on a CTA?
Tasks are specifically recommended steps to follow in order to complete your CTA
How many playbooks can you assign to a CTA?
Only one
Your organization recently implemented monthly CSM check-ins for Enterprise customers. As the Gainsight Admin, you should…
Create an automatic CTA called Monthly Check-In which will generate monthly for all Enterprise customers
You meet with a group of stakeholders to discuss the CTA Types that should exist in your org. After compiling a list of all suggestions, you have 40 CTA Types. You should…
Work with the team to reduce the number of CTA Types to only those which are most important for launch, with the plan to roll out more at a later date
True or False: Users can save a filtered list of CTAs as a new Custom View.
TRUE
Which can you perform a Mass Edit on? CTAs, Tasks, or Playbooks?
CTAs & Tasks
True or False: Playbooks can be made inactive even if they are currently being used by existing CTAs.
TRUE
What is a Mass Edit in Cockpit?
Mass Edit- enables an admin to reassign and delete CTAs and Success Plans in bulk. For tasks, it enables them to reassign ownership, delete, and edit the priority status in bulk
Can use this function to make mass edits to tasks and success plans as well as reassigning
What are the 8 standard sections in C360?
-Summary
-Attributes
-Scorecard 2.0
-Cockpit
-Sponsor Tracking
-Success Plans
-Account Hierarchy
-Surveys
What does embed pages do in 360?
Embed pages allows users to use URLs to display external content so CSMs have collateral on hand for calls
What is the maximum number of customizable 360 layouts available to admins?
50
What is the Global Sections Library?
A Library allows you to create commonly used sections for use in multiple layouts
It appears in the global pane in the available section
You have _ widgets and _ fields available to use in the summary section.
6 and 6
TRUE OR FALSE: Timeline is a tool that allows customer interactions to be tracked to provide visibility across the organization.
TRUE
What are the standard activity types in Timeline?
-Calls
-Updates
-Meetings
-Emails
-Milestones
At what levels can you configure activity types in Timeline?
-Global
-Relationship
-Company
TRUE OR FALSE: You can create custom Activity types to meet the needs of your organization in Timeline
TRUE
What are the 5 user license types?
-Viewer
-Full
-Internal Collaborator
-External
-Viewer+Analytics
What are the 2 free license types?
Internal Collaborator & External
What is the default license type applied to Super Admins?
Full
What are the 3 ways to load users into Gainsight?
-Manual
-CSV
-External System (SFDC, Microsoft Dynamics, Slack, etc)
Which users can be assigned Permission Bundles?
Only users with the “Full” license type can be assigned permission bundles. They can be assigned to any permission bundle available/created
What are Permission Bundles?
Permission Bundles are an administration feature which enables an admin to easily set up different permissions for users. Permissions are a collection of settings that grants users access to various applications in Gainsight.
What are the 4 Permission Types?
-Navigation Permissions: allows users to view pages or sub-pages of GS
-Survey Permissions: allows users to design, distribute, analyze, and administer surveys
-Email Template Permissions: allows users to design and administer the email templates
-Program Permissions: allows users to design, distribute, analyze, and administer programs
TRUE OR FALSE: A Permission Bundle contains different types of permissions.
TRUE
Which Permission Bundle are users with Viewer and Viewer+Analytics license are auto-assigned by default?
VIEW_GROUP is a system defined Permission Bundle that is automatically assigned to users with Viewer license and VIEWANALYTICS_GROUP is a system defined Permission Bundle that is automatically assigned to all users with Viewer+Analytics license.
Which license types can’t be assigned Permission Bundles?
Internal Collaborator & External (the free licenses)
What are the 3 user authentications supported by Gainsight?
- Database
- SAML
- GSuite
Which authentication system is given precedence over Database Authentication?
SAML or GSuite Authentication is always given precedence over Database Authentication and at any point of time at least one type of authentication must always be enabled.