Gainsight Admin Certification Test (2023/ 2024 New Update) Questions and Verified Answers| 100% Correct
Gainsight Admin Certification Test (2023/
2024 New Update) Questions and Verified
Answers| 100% Correct
QUESTION
what can you to do custom objects & Person Object Model (person, company person,
relationship person) on data operations page
Answer:
view & delete records
QUESTION
mass deleting records through data operations?
Answer:
yes – to delete bulk records.
- must apply filters, versus global checkbox for all
- deleted in order of created date
QUESTION
what is stored in the logs under data operations? how long are they stored?
Answer:
capture all activities performed on low volume custom objects (from data operations or C360)
stored for 120 days.
QUESTION
4 sections saved under audit logs?
Answer:
modified date
object name
modified by
GSID of user
QUESTION
4 types of standard objects?
Answer:
company object, user object, relationship object, person object
QUESTION
what is company object used for?
Answer:
to store individual customer records. ties back to CTAs, usage, timeline, scorecards
QUESTION
what is user object used for?
Answer:
to control access management – access to gainsight from outside the application.
QUESTION
what is the relationship object used for?
Answer:
store information about the relationship, help CS manage each connection point
QUESTION
can standard fields on objects be changed?
Answer:
can only view or add, but cannot edit stock fields
QUESTION
can fields be added to standard objects?
Answer:
yes. custom fields can be added and edited on standard objects
QUESTION
what 4 methods can you use to upload company data into standard objects?
Answer:
S3 Connector
Bulk API
Data operations
Rules engine (load to company)
QUESTION
What are the 3 types of Person Objects under the Person Object model?
Answer:
Person (personal info)
Company Person (regular contact info at company)
Relationship Person (related to relationship, role etc)
QUESTION
Can you edit schema or data on standard objects?
Answer:
Yes, you can edit schema & data
QUESTION
Can you edit schema or data on standard fields?
Answer:
You cannot edit schema.
You can edit data
QUESTION
Can you edit schema or data on custom fields?
Answer:
Yes, you can edit schema and data
QUESTION
Can you edit schema or data on system fields?
Answer:
NO, you cannot edit schema or data
QUESTION
What are the system fields created on all objects? can these be edited?
Answer:
GSID, created data, modified date
these cannot be edited
QUESTION
Can system objects be edited? What is an example of a system object?
Powered by https://learnexams.com/search/study?query=
all objects are displayed on….
data management page
an object is like a …
database table and columns
object fields character limit
250 characters
3 types of objects
standard objects, custom objects, system objects
multi select dropdown is used when a user wants to store….
multiple values for one record
object activity log allows you to see…
all changes made to an object
dependencies are when objects are….
referenced in a different part of the application
with what types of data can you build a calculated field?
string
date
number
make sure data type of the custom field is the same as the return type of the formula function.
string functions: substring
lets you extract part of the original string. provide character position for where to start.
string functions: length
returns number of characters in string, including blank spaces & special characters
string functions: to lowercase/to uppercase
returns string with all characters converted to lowercase or uppercase
string functions: string position
returns position of first character of substring in main string
string functions: left string/right string
extracts substring from main string, must supply # of characters to be included starting from the left or right
string functions: concat.
how many arguments are allowed?
adds two strings together, provide delimeter between two (comma, hypen or space)
10 arguments are allowed
date functions: date diff
subtracts one date from another in certain interval. can be days, months, quarters, weeks, years. negative number result if applicable.
date functions: date add/sub
dynamic fields?
adds/subtracts # of days, weeks, months, or quarters to given date. provide: date, #, interval for number (day, quarter, month, week)
accepts dynamic fields. The number of days you add to or subtract from a date dynamically changes with the value of the selected field.
date functions: First Day of Week/Last Day of Week
accepts date and returns date on which the week started/ended. monday considered start of week, sunday considered end of week.
date functions: Last Day of Quarter
accepts date and returns date on which the quarter ended (last date of quarter)
date functions: Month Num
returns number of month to which date belongs (april = 4)
date functions: Month Name
returns name of the month for a given date. can selected format. April, Apr etc
date functions: Week Num
returns number of week in year for a given date.
date functions: Week in Month
returns number of week in a month for a given date
date functions: Year Num
returns the year to which a date belongs
date functions: Day Of
returns day of the week for a certain date
date functions: First or Last Day Of Month/Quarter/Year
returns date on which month/quarter/year began or ended for a certain date
object graphs show….
joins between two objects. pictorial representation of what would happen if a record is deleted.
4 data store types in MDA
AWS Redshift, MongoDB, Postgres, Redis
What is stored in AWS Redshift
primary bulk data store, holds all actual data valued stored in MDA
What is stored in MongoDB
stores scheme/metadata for tables in Redshift
what is stored in postgres
transactional type data – used in scorecards, programs
what is stored in redis
cache session data
mda joins can be done on what types of object combinations?
2 standard, 2 custom, standard to custom and vice versa
what does a join accomplish?
allows you to join data from 2 objects to generate reports or create rules on these objects
what 3 conditions must be applied to create a join?
1) in data management page, objects should have “joins allowed” as true
2) lookup relation between objects can only be defined on GSID, string and email email data type fields
3) must be one field that is an external identifier to your company data in GS that will allow you to tie together external & GS data
when you apply lookup relation, what is the default?
LEFT OUTER JOIN, performed on base collection (whichever one is selected at data source)
what is the max number of sublevels for look up relations in reporting?
max number of sublevels available when creating in rules engine
2.
For example, Case Data > Company > Active User, where Case Data has a lookup relation on Company, and Company has a lookup relation on Active User. You cannot have an Gainsight Object containing lookup relation at the 3rd sub-level such as Active User cannot have a lookup relation to any other Gainsight object.
3 sublevels
what data fields can mda joins be performed on?
GSID, string, email
what is a GSID?
36 digit unique identification code assigned to every record in every Gainsight object. GSIDs are generated automatically when the corresponding records are inserted into the object.
what are the two types of lookups?
1) direct (when ingesting data, admins lookup to another standard object using common fields, fetch GSIDs from lookup object)
2) self (lookup to SAME standard object and fetch GSID of another record to target field, used to create user – manager hierarchies) make sure self lookup is enabled on target field
maximum fields you can match in a lookup
6 fields
what types of data fields can be matched in data import lookup functionality?
company ID, GSID, string, email, dropdown list
when ingesting data into target field using data import lookup, what data type must the target field be?
GSID
what can you do to company & relationship standard objects on data operations page?
- add, view, edit & delete records
- insert or update data
what can you to do custom objects & Person Object Model (person, company person, relationship person) on data operations page
view & delete records
mass deleting records through data operations?
yes – to delete bulk records.
- must apply filters, versus global checkbox for all
- deleted in order of created date
what is stored in the logs under data operations? how long are they stored?
capture all activities performed on low volume custom objects (from data operations or C360)
stored for 120 days.
4 sections saved under audit logs?
modified date
object name
modified by
GSID of user
4 types of standard objects?
company object, user object, relationship object, person object
what is company object used for?
to store individual customer records. ties back to CTAs, usage, timeline, scorecards
what is user object used for?
to control access management – access to gainsight from outside the application.
what is the relationship object used for?
store information about the relationship, help CS manage each connection point
can standard fields on objects be changed?
can only view or add, but cannot edit stock fields
can fields be added to standard objects?
yes. custom fields can be added and edited on standard objects
what 4 methods can you use to upload company data into standard objects?
S3 Connector
Bulk API
Data operations
Rules engine (load to company)
What are the 3 types of Person Objects under the Person Object model?
Person (personal info)
Company Person (regular contact info at company)
Relationship Person (related to relationship, role etc)
Can you edit schema or data on standard objects?
Yes, you can edit schema & data
Can you edit schema or data on standard fields?
You cannot edit schema.
You can edit data
Can you edit schema or data on custom fields?
Yes, you can edit schema and data
Can you edit schema or data on system fields?
NO, you cannot edit schema or data
What are the system fields created on all objects? can these be edited?
GSID, created data, modified date
these cannot be edited
Can system objects be edited? What is an example of a system object?
No, these are run and controlled by GS. data cannot be edited, uploaded, deleted.
an example is activity timeline, scorecard facts, email logs
can admins create and edit custom objects? what are the system fields assigned?
yes.
the system fields assigned are GSID, modified date, created date (cannot be changed)
how can you import data into custom objects?
manual
connectors (S3)
bulk API
rules engine
(not data operations, like can be done with company data)
what do you need set up to authorize the MDA?
0Auth + GS license
can you self merge in rules engine?
no
what should you do if you have multiple output tasks in a merge in the rules engine?
apply a merge/pivot/aggregate multiple datasets
what does the formula field in rules engine accomplish?
allows you to create different types of formulas without creating it directly on the object
what tasks can you perform with the formula field function in rules engine?
1) build a numerical expression with arithmetic
2) generate a formula on columns of a single record
examples of numeric formulas
- admin page views + config page views
- current score – previous score
- % change in score
date formulas examples
- last modified date – created date in days
- convert to date time
an expression cannot be added when….
groupby field is added to a task
are constants in formula field considered tokens?
no
the formula time span cannot exceed….
2 years
period / period comparison cannot be created unless __ is present…
date identifier
period / period comparison accepts only…
integers, not decimal values
negative values are not allowed in….
period / period comparison function
sqrt, log, ln number functions (null or zero will result)
period / period comparison function is….
moving average of a metric over a time window
p / p comparison in %
for example, create a table that shows MRR value in percentage over the past year
((A-B) * (A+B)) cannot be simplified to….
(A-B) * (A+B)
how many formulas can be added in a formula field in rules engine?
10
what two types of formulas can you not use in the same rule
period / period comparison and concat
you can create formula builder only for what type of task?
transformation task
when in the rules engine, it is considered that modified date is…
same as the current date
when using add/subtract date function, you can only use what type of unit?
days, weeks not available
number formulas: Abs
returns absolute value of a number
number formulas: ceiling / floor
maps number to least integer >= number or greatest integer <= number.
number formulas: exp
enters euler’s number raised to a power
number formulas: log
returns logarithm of a number given a base
number formulas: sqrt
returns positive square root
number formulas: In
returns the natural logarithm of a number, base e (Euler’s number)
what 3 number formulas require positive integers? what happens if you put in a negative number?
sqrt (Zero), log (Null), ln (Zero)
you can use case expression formula field to…
categorize data based on certain requirements
will create an output Field that has values for the records that match your specific set of requirements.
what is the max cases in a case expression function?
every case consists of multiple criteria – what is the max?
each criteria is…?
Every Case has an associated _ when any record matches with the given criteria. A value is ______. This value can be a _ value or __ from another field in the source dataset
10 cases
5
specific requirement that any record should match
action.
populated in the output field
custom value or fetched from another field
what is the default case on a case expression function? can it be deleted?
When a record does not match any of the specified criteria, the action associated with the default case is executed. it does not have criteria – only an action.
it cannot be deleted
What would cause certain actions to not be available in the setup action section of a rule?
if GSID is not referenced in “show” section. this is required to create a successful lookup to the Company object
what is the primary location for users to view dashboards?
gainsight home
can anyone create reports in the report builder?
no, only admins or those given access to report builder
how many “show me” fields can you have if there is a “by” frield
10 maximum
in reporting, a lookup field does what?
combines fields from multiple objects based on a common field.
For instance, if you want to build a report on the Activity Timeline object to contain the ARR of the company, click + on GS Company Id and select the ARR.
can you create custom self look-up fields in reporting?
yes, you can
under expanded self look-up, can you see additional lookups?
no – only 1 level of self lookup is supported
can you create formula fields in reporting?
yes – you can create a formula field from show me and by.
you can also apply filters using the newly created formula fields.
what is the maximum fields that can be added to the by section of reporting?
5 fields
what is the explanation if you don’t see a field in the “by section”
it is not considered groupable by gainsight MDA
when happens once you add a field to the by section?
all fields in “show me” are aggregated
what data types can you not add into the “by” section?
rich text, multiple picklist, measures (number/currency/percentage), address, URL
when can you apply a pivot in reporting?
you need 2 fields in the by section.
you can only apply a pivot on one field at a time.
what is the “summarize by” feature?
summarize by day, week, month, quarter, year. only dates.
what areas can you NOT summarize by in the reporting section?
email logs, email raw events, unsubscribed emails
can you apply color to graphical reports?
graphical reports created will honor scorecard colors as well as colors configured on Gainsight picklist items
what are the two types of filters in reporting and what do they do?
locked filters: Filter value remains fixed and cannot be changed in Gainsight Home
Unlocked Filter: value can be changed in Gainsight Home
are filters automatically locked or unloacked?
by default, all filters are unlocked
which types of filters should you place first?
date
which types of filters should you place last?
contains or equals
what data types can be used with “includes” operator
string, email, gsid
what is the maximum number of values you can have on the “includes” operator?
10 max
what is the default operator between multiple filters?
AND. you can change to “or”
where are filters placed on normal fields vs. filters on aggregated fields?
upper section of filter bar vs. lower section of filter bar
can you have multiple reports of the same name?
no
what does the “reset” button do in reporting?
restore to the original settings
where can you change unlocked filters on reports?
gainsight home or c360
what are the limitations for exporting reports to Excel?
based on the Tenant configured report read limit, can vary between 1000 and 5000
what are the record limitations for exporting reports to CSV?
what should you do if you exceed limit?
100K records
if you exceed limit, use exporting to S3 from bionic rules
what feature is not supported in csv exports?
row grouping
what is the report timeout amount?
30 seconds
what are the limitations for exporting a report to ppt from dashboard?
500 records, with 50 slides
what are the maximum number of reports on gainsight dashboards?
20 reports
what percentages will not show up as visual data points on stacked bar/column charts?
below 15%
sdfadfg
When you add a Date field to Show Me section and have applied a Min/Max function, with a field in By section. You can only see the tabular report, but not the other visualization types.
This behavior is applicable for MDA Objects and for SFDC objects, you will not see the Min/Max function on the Date Fields added to Show Me.
what types of aggregations can you add to columns in a tabular report?
sum, average, median
where is the column calculated function not available in reporting?
pivot reports visualized in tabular format/chart visualization
csv or Excel
what is the only type of report that will support column calculations/aggregations?
tabular report
what happens when you search in a column with a column calculation/aggregation?
it is not dynamic. it will not adjust to fit your search results
how are column calculations affected by record limits?
displayed values only go up to limit set in tenant management
where are currency symbols not displayed
in column calculations of exported reports
what is impacted if multi currency is enabled?
column calculations on currency fields will not work
what is row grouping?
allows you to visually group rows/records in a report by a dimension field type
what 4 data types work with row grouping?
string
boolean
picklist
date
what happens if you have both row grouping and column total enabled?
you will see the sum total at the end of each group
to where can you export row grouped tables?
excel, success snapshots, dashboard powerpoints
what do # of records and column totals include in the context of row grouping?
all of the data, not just what is visible on that page
what happens if you minimize a group in row grouped reports but there are more records on the following page?
data is not brought forward, minimize will only include records on the current page
row grouped tabular reports are enabled with…?
Server side search. where you can search for records on the entire dataset in the Server side and not just from the data available on the UI/browser
how many fields can you apply row grouping?
just one, if you add another the first will be disabeled
what gets disabled when you set up row grouping?
pivot
where is row grouping not supported?
csv reports
where in gainsight are row grouped reports not available?
sally, journey orchestrator
when does the pivot feature become available?
minimum of two fields in the By section
to how many fields can you apply a pivot?
what is the row limit for pivoted reports?
one field
there is no row limit for pivoted reports
you can create pivot reports on the entire….
dataset on the server side
what is the maximum number of pivoted columns visible in a report?
53 columns
what feature on a report will make it so that you cannot apply a pivot?
ranking
row grouping
what can you not add to pivoted reports?
ranking
column search on pivoted reports will search for records where?
only from browser (other tabular reports will have server side)
what can you NOT change on a pivoted report?
column width preferences
column width persistence is allowed only on the non-pivoted columns
can you download scorecard mass edit reports?
yes, you can export scorecard mass edit as CSV files from Report Builder and Dashboard
what is the only visualization that will work for scorecard mass edit reports?
tabular
what will “normalizing” a graph in a report accomlish
it will represent the first value as baseline/zero. subsequent values represent % of the increase/decrease of the first value.
this allows you to figure out whether values have been increasing/decreasing and by what % relative to the first value
what is the limit for % shown on a stacked bar/column
15%
for what types of charts can you show the cumulative data?
line, area, bar, column
what features must be present to create a widget?
1 field in “show me”, no fields in “by”, aggregation selected on “show me” field
how many widgets can you display side by side on dashboards?
4
do widgets change dynamically when you adjust dashboard filters?
yes
can you export a dashboard that creates a widget report?
yes
can you download a widget directly?
no. you have to click on the number and download the drilldown
what happens when you search in a tabular report that exceeds the record limit?
what data types will be obtained from the entire dataset?
it would search the entire dataset, not just what is available.
the result will be shown after you press enter
datatypes obtained from the entire dataset are lookup, rich text, picklist
when searching in a tabular report, how many rows must there be to have the search options narrow as you type?
2,000 rows
where is server side sorting not applicable?
pivot reports
is server side sorting available for reports in the drill down view?
yes
when can you export a report as an image?
when graphical visualization is enabled
when can you export a report to excel or CSV?
when tabular visualization is enabled
are HTML tags supported in new line formatting when you export a report to excel or CSV?
yes
where are the only two places export of filters is enabled?
report builder
dashboards
when are filters NOT exported?
when you download from a drilldown
when will the export as CSV option be enabled?
when the records exceed the tenant configured limit
what limits the capabilities of exporting to csv?
attachment file limits on email servers
when exporting to ppt, how many rows of data will display per slide?
10 rows of data
when exporting to ppt, what types of filters will be respected?
visualization types
local filters
global filters
what types of color preferences can be created?
how many colors are there?
colors in graphs
20 colors
where are color settings displayed?
c360, dashboard, success snapshots ppts files
will exported reports inherit color palette of ppt file?
no they are exported as images
can you configure colors in cockpit?
yes, this will not impact color configurations in report builder?
what can you use custom colors for in the report builder?
set colors for field objects under a source object (overdue object under CTA object)
to what types of data can you NOT set custom colors?
values in lookup fields, GSID, numeric data types
what are the limits for configuring custom colors and fields?
there is a limit of 10 colors and 30 fields
what is the limit on decimal places in reports?
9 digits
when you login to gainsight NXT via SFDC, what are the limitations on creating reports?
you can’t create reports on SFDC custom objects if the name is the same as a Gainsight packaged object
when creating levels of subfolders, how many can you create under Home?
2 levels of subfolders
is it recommended to date “date” or date type”
date
from what can you NOT create an MDA object?
API
what types of reports are available if there is no “by” field
tabular reports
widgets
what are the email template types and what do they entail?
standard template (default, considered standard unless there is a survey link, button, question)
survey template: has a survey link, button, questions
report template: has a report placeholder
layout template: contains a layout link or button
templates without plain text: no plain text format
an email will not be displayed in the email template dependencies screen if…
if it not used in either program or outreaches
will the format be saved if you copy and paste text from another source into email templates?
no
what are the two types of email layouts (not template types)?
fluid: blank, customizable
fixed: marketing emails, have white space on either side
the “send test” email option in journey orchestrator will send the email with or without attachments?
without attachments
when cloning an email template, what can you NOT change?
you cannot change layout type from fluid to fixed and vice versa
When copying HTML with Buttons from one email template or version to another, the button is not….?
detected as a button, but a link.
must create a new button
When copying a button with tokens from one email template or version to another, the tokenization is not…?
reflected on the copied email.
must remove copied token and add a new one
in journey orchestrator, what types of reports are not supported in default report token mappings?
tabular reports
where will you ensure that different versions of emails go to the correct segment?
in program configuration
you will not assign a segment to each version of an email template
what must you do before creating a multi version email program?
create a multi version email template
can you delete or modify the “uncategorized” email template folder?
no
can email templates be part of multiple folders?
no
when can you delete an email template folder?
when there are no subfolders or email templates
what are 2 issues to keep in mind with “enable link tracking”
lengthens the URL of the link – can impact delivery
link might not open due to firewall settings
what happens to images with links in plain text editor?
images are converted to plain text with name of image and link
what is NOT supported in JO plain text format?
inline images, reports, surveys, tabular reports
what does not need to be included in operational emails?
when should you use operational emails?
meant for specific client, do not need opt out options
contacts who have unsubscribed to JO emails, will receive operational emails
you should use operational emails for operational/transaction events such as renewal or welcoming a customer
what is the power list size for operational emails?
5,000 contacts
how many times can you schedule operational emails in a day?
any number of times
for what type of emails does the opt-out note display?
non-operational emails
the first opt out link will unsubscribe the user from what emails?
emails of the same cateogory
the second opt out link will allow the user to do what?
allow the user to select specific categories of emails from which to unsubscribe
will opt out message links work in test/preview emails?
no
where do you actually map fields for the tokens added in journey orchestrator?
when you set up the program
what are email versions?
separate versions of the same email, contained under one email template
meant so you can send certain versions of emails to different customer segments
if the default version of a email has a survey, what is required of other versions?
they must all contain the same survey as a link or button
how many versions of one email template are allowed?
20
what 3 sources can you use to add participants to an email program?
events, csv files, query builder
once a program is published, can the configuration be changed?
very few configurations can be made, as it will be under active status
what are the 4 types of program MODELS currently available?
3 for surveys: nps survey, customer satisfaction survey (CSAT), generic survey
email chain for non surveys
in a generic survey model, what emails can be disabeled?
all but the survey email itself
in an email chain program, what would you use to create branching steps?
conditional wait step
what email program model would you use for an operational email?
email chain program
what are the 4 permissions sets available within JO out of the box? what does each entail?
design: access to properties, design
distribute: access to sync/run power lists, run/schedule outreach, publish/schedule programs
analyze: access to view outreach analytics
admin: can adjust permissions, and have the 3 above
who can assign permission bundles?
only super admins
can the admin modify and delete permission bundles?
yes
what are the 4 journey orchestrator configurations that will allow the use of calculated fields in email templates?
conditions within the conditional wait step to determine how a program progresses
tokens in the program email steps
tokens in the program CTA steps
recipients in the email addresses fields
from where can you add calculated fields in an email program?
participant configuration page
conditional wait configuration page
what must happen before you can create a calculated field in a conditional step configuration?
response step must happen first
what must you do to ensure that the calculated field in an email program fetches the correct value for the participant?
complete mapping to participant fields
can you use calculated fields as a condition under a conditional wait?
yes
what data type for calculated fields is displayed in the “from name” and “to name” fields of an email program
string type
what can you NOT do after a calculated field is used as a token in an email program?
it cannot be deleted from the program
what happens if the calculated field is “null” for a participant?
the participant us dropped during participants sync
what is the limit of participants in an email chain program?
5,000 participants
what are 4 email template types?
standard template
survey template – has a survey link, button, question
report template – has a report placeholder
layout template – has a layout link
what is a conditional wait in an email program?
outlines conditions for 1 path or another
what is a timer in an email program?
time before the next step
what is a decision tree in an email program?
can enable or disable a certain path
what does every email program model require?
participants
what are the 6 statuses of an email program?
draft
scheduled
active (limited changes can be made)
paused (freeze)
stop (cannot be restarted)
completed (can access analytics)
what methods can you use to add user records to the user object?
manual
csv
from external system
do all users added to the gainsight user object need gainsight licenses?
no
what permission group can you NOT assign to users on the permission groups page?
SP_INTERNAL_USER_GROUP
internal purposes to assign people for success plans
when adding profile pictures to users, what format must it be in?
what is the file size limit
png, jpg, jpeg
5 MB
when adding users via a csv file, what will determine if they are licensed or unlicensed? what is the default if there is no license field
active vs. inactive users
they are inactive if there is not license field
can unlicensed users be assigned permission bundles?
no
what should be true of your csv file when adding users?
has file headers
no larger than 1MB
file name does not have spaces
User should use the same _ for field values in the job configuration which is used in the CSV file to upload
what is the default?
separator
comma is the default
what values can you NOT ingest through a CSV file when uploading users?
Timezone
Is a Super Admin
All user records in the csv file are resolved with records in the User object using _
if _ are the same, one of them is ingested
usernames
can you sync salesforce profile pictures to gainsight users through salesforce connector?
no, will be soon
Admins can create a report on _____ to see the login platforms and login attempt status (success or failure) for each user
User Login History
You can grant _ access to the users loaded from a specific Slack connection
Sally
what actions can you perform on users either in bulk or for a single user?
send welcome email
make users active
make users inactive
inactive users cannot be assigned what?
permission bundles
The user notification preference is visible only in the Gainsight NXT application accessed ____.
Salesforce login.
This option is not visible in Gainsight NXT accessed through Direct Gainsight Login, considering the user Notification preference is NXT
what are the types of user authentication options? what does each entail?
database: ID and password
SAML: sfdc for examplel, no Id/pw
gsuite: username after google log-in
what two types of user authentication cannot be enabled at once?
SAML & Gsuite
what are the two ways to set a score for each scorecard measure?
manually or through rules engine
what are the 3 grading schemes you can use in a scorecard?
number, letter, color
how many measures and measure groups can you have within a scorecard?
any number
how many scorecards can be assigned to a customer or relationship at one time?
1
you can create scorecards for _ or
company or relationship
in addition to measures, measure groups, and scorecards…an admin can also configure?
grading scheme
weights
exceptions
validity periods
when can end users modify scores?
when a score is specific as manual
can a measure and measure group have the same name?
yes
When admins create a Measure Group, they must add all of the measures across ____.
When they add the Measure Group to a specific scorecard, they can choose the measures they want to include __
all scorecards
for that card
You can also view if a Measure’s score is outdated. Outdated measure scores are called and are represented by an __
stale scores
exclamation symbol
If the overall score is influenced by an _, you can view a corresponding notification on the Overall Score.
exception
in the two scorecard views, what can you NOT view in the list view?
percent contribution of measures to the overall score
When you modify the Score for a Measure:
- The value in the Previous Score field is _
- The Scorecard __ is modified based on the new values present in the Current Score and Previous Score.
- The percentage contribution of the overall score is ___ based on the scores of other Measure weights.
replaced
trend arrow
dynamically calculated
The trend arrow on scorecard indicates whether the health score for a measure, measure group, or overall health score is ?
trending up, down, constant
scorecard bars can be considered to be the bar chart view of Scorecard Snapshot’s _ ?
weekly data
The bar on the extreme right contains score for the what?
most recent week or current week
on the first day of the week, what does the scorecard bar show?
for the rest of the week, what does the scorecard bar show?
The bar on the left of the most recent Scorecard bar, stores ?
score for the prior week
the prior day’s score
the final score that existed the week before
what updates when you change the scorecard for a company or relationship?
the scorecard id updates
when you change the scorecard for a company or relationship, what happens to the scorecard trend bars for the last scorecard?
they are not displayed. new series of trend indicators are recorded for the new scorecard
when you change the scorecard of a company or relationship, are the scores of the old scorecard stored?
yes
you can also create _ ___ within a scorecard
timeline activities
what should you map to letter or color grade measures in a scorecard?
numeric value
what is the range for a measure weighting?
0-999,999
do all of the measure weightings need to total 100%?
no
when should you reevaluate scorecards?
6-12 months
why might you have multiple socrecards?
for different segments, lifecycle stages, products
what is the validity period?
time before a score measure resets
exceptions will _ _
they can be defined with _ __
override weighting
1 measure
how many field data types are in the mda?
9
subjective weighting in scorecards should equal no more than what percent?
15%
usage in scorecards should equal no more than x% of the weighting?
50%
constraints about naming of objects
constraints about naming of fields
unique within a tenant
unique within an objects
maximum number of fields/columns in an object
200 (recommended)
max file size when creating a custom object through csv
1 MB
max number of records that can be displayed per page
100 per page, 1000 total
max number of fields allowed in a formula field
26
A field name for a custom field is the display name appended by and all the _ will be trimmed (underscore is not trimmed).
Display name can be alphanumeric but it should not start _
Display name should not contain _ only.
_ Field name will not be created
A field name for a standard field is same as the _
__gc , special characters
with a number
numbers
1234
display name
string character limit
255
boolean forms
0,1
true, false
number forms
whole number with decimal places
sfdc id character limit
stored in 18
email character limits
Presence of and ”
After ‘@’, It should not start with
It should have at least __ before and after ‘.’ and ‘@’
@ and .
special character
1 characterd
rich text area constraints
A maximum length of _ characters can be defined for this field.
After data is ingested into this field, Admins cannot _
A __ cannot be assigned on this field.
This field does not support and _.
15000
decrease length of text
default value
MDA Joins and update keys
percentage data ingestion format
_ only _ with with _
number only
number with decimals
number with percentage symbol
currency ingestion format
Number format supported?
Comma separator?
Data Entry/Ingestion Format ?
Data Storage Format?
Data Display Format ?
Number / Number with decimals
only 1000 separator
1000$, $1000, 1000, USD 5000, “USD 5,000.8234”
1000
$ 1,000, $ 5,000.05896
default values limits
String:?
Number:?
SFDC Id:?
Email: ?
Percentage: ?.
Currency:?
Dropdown List: ?
Multi select dropdown list?
- alphanumeric characters. Ex: “NA” or “OTHER”
- numerical value Ex: 10.00 or 10 or -10
- salesforce Id of 15 digits or 18 digits
- email address
- Number with or without, # with decimal values
- Number with or without currency symbol, Number with decimal, number with currency code
one default item
up to 6 default items
low volume objects are used to store…..?
not recommended to store?
low volume data which needs to be edited frequently
huge volumes of data like usage data
Admins can edit records in the Low Volume custom objects from_____
CSMs can edit any record in this object, from a report added to the
Data Operation page
C360/R360
low volume objects limitations
A maximum of _ Low Volume custom objects can be created per Org A maximum of fields can be created in each Low Volume custom object.
A maximum of __ can be stored in a Low Volume custom object.
All the fields in this object of type, Rich Text Area, can store values having up to _ characters.
100
100
1 million
150
mda storage limitations:
_ of total MDA storage records limit per MDA object
___ events per day
30 GB
10 GB or 100 million records
1 million
what 2 CTA types can admins NOT edit?
admins CAN modify what CTA types?
Admins cannot edit the Risk and Objective CTA types
Opportunity/Expansion, Events/Lifecycle, and Activity CTA types, as well as create custom CTA types
CTA’s in Cockpit will max out at __ in each view
1000
admins can create a maximum of _ custom CTA types
20
CTA related labels
Type
Reason
Status
Priority
Users cannot manually add Email Tasks to CTAs in Cockpit. However, they can manually add a _
playbook containing an email task
Admins can perform mass edits to , , and using Mass Edit option.
The mass edit tool enables an admin to and CTAs and Success Plans in bulk
CTAs, tasks and success plans
reassign and delete
Playbooks are allowed to be set to Inactive even if they are used by _.
However, a playbook cannot be made inactive, if it is used in a or __.
CTAS
rule or success plan
A _ and __ must be created to host a Survey
Domain and Site
you can integrate _ directly with Gainsight and you can import a survey and its responses into Gainsight Surveys
survey monkey
by default, survey response data is spread out among several objects. _ _ places this information into a single MDA object formatted with survey respondents in rows and each question in its own column to allow for easy reporting and insights into survey data
survey flattening
When survey responses are logged, the flattened survey object is updated with the response as close to real time as possible. You cannot or __ in the flattened MDA object.
add or edit fields
A flattened survey is saved with each survey question as a _ _ within the flattened MDA object.
By default, the header of this column is stored as the _ _ of the survey question. but if it cannot fit, you can change the __ of the question column.
separate column
full text
label
can you change the name of a survey flattened object name?
no
where do you save questions to be imported again into future surveys?
admins can _ or _ questions in the library?
survey library
edit or delete
after importing survey question from library into survey, can you edit the question or add answer?s
yes
can you edit or delete question from the library if they are used in a survey?
yes.
you can choose to save to both active and draft surveys or unlink from active surveys
what is involved in Anonymous and Semi-Anonymous surveys?
Anonymous: The person responding to the survey is completely unknown and not tracked.
Semi-Anonymous: The person responding to the survey is unknown, but the account or relationship they belong to is known and tracked.
is it possible to unpublish a survey?
no
Only the _ Program Model supports Anonymous and Semi-Anonymous survey options.
can the model be changed after the Program is created?
generic survey
no the model cannot be changed after the program is created
You can use an anonymous link to copy reusable Survey link and paste into emails or to display on a website.
This option is only available for __ surveys
anonymous
Text Analytics is enabled by default for all surveys.
The analytical process will be triggered for surveys with more than __, from either one user or different users.
This process runs on a _ schedule to analyze incoming survey comments.
Comments with less than _ words are not considered for summarization.
20 comments
daily
5 words
If there is no text analytics data found, the Text Analytics section displays the message “It looks empty here! You do not have any text responses.”. This usually occurs if:
<20 survey responses with comments
no opinion sentences were found
Text Analytics results are uploaded to the MDA object _. You can use the _ object as a data source in Report Builder to view results in a custom report.
survey text analytics
Once a sub-domain is available and saved by the user, can the user cannot modify the sub-domain further?
You may create up to sub-domains and custom domain per tenant.
no
5 subdomains, 1 custom subdoamin
The domain verification is required to ensure that the domain is valid and you have sufficient privileges over the domain.
The maximum waiting time for the verification of sub-domain is _
2-3 hours
You must create a __ to host your survey in order to distribute it successfully
page
Tokenized questions are only available for __ surveys in order to accurately populate the token field with correct data.
You cannot add a Question with _ to the question library.
Tokenization in Survey Questions is not supported for _ _
non-anonymous
token fields
translated questions
7 question types in surveys:
multiple choice
NPS
CSAT
star rating
ranking
matrix
text
When you select _ __ for a question, the question will be shown only when the conditions set by you are met.
can you use this for the first question?
what question types is this applicable for?
display logic
no
all question types
skip logic limitations
This is applicable on all question types except _ and .
This is not applicable to or _ questions.
This is not applicable to the survey question added. When Skip Logic is selected, __ __ are not considered
This skip pattern varies based on the that you define for respondant
Skip logic cannot be applied if the selected question is used in a .
text and ranking
inactive or internal
last
mandatory questions
rules
program
what are the permission groups for creating surveys?
same as creating email programs
Can I Edit/Delete the submitted survey responses?
yes
At any given point of time, the C360/R360 page can have only __ Summary section
1
For Gainsight NXT users logging in from the Salesforce CRM, the widgtet configuration option will only be available for ….
Gainsight objects and fields
can you have multiple summary sections?
can you have multiple attributes sections?
no
yes
True NPS® Score: ?
Average NPS® Score: ?
difference between the percentage of Promoters and Detractors, number lying between -100 and +100.
average score of the data selected
Admins to create how many C360 page layouts?
up to 50
Gainsight offers a predefined C360 layout called “Default Layout”. can it be deleted, edited or cloned?
cannot be deleted
can be edited and cloned
If you have not configured a custom layout, then all of the customers C360 pages are applied with…?
default layout
Using the , C360 layouts can be assigned based off of any field from the or __ object?
Admins can add combinations of attributes from either object, and can apply them with .
In cases of assigned layout overlap, the order of the layouts on the __ will determine which layout gets assigned, with the top layout being assigned first.
Assign Layout option
company or user object
advanced logic
360 layouts page
You can establish a parent child relationship between two companies from the _ _
data operations page
Once you add all the required fields to the Company Hierarchy section, you can apply an aggregation method to _ _ fields
When you apply aggregation, the values of child Company are _ __
number data type
rolled up
share 360 limitations
A maximum of layouts can be created for the C360, and _ for each Relationship type.
Users can choose to add an optional one time passwrd that can be generated for a maximum of times per link and the end-user can re-try it times. There is also an option to set up an _.
_ section cannot be added to the Shared R360 Layouts.
10 layouts, 5 for each relationship type
5 times per link, 3 times, expiration date.
person
what are the limitations on the following fields with a ?
Summary ?
Related List ?
Attributes ?
Relationships ?
Scorecards
Success Plans
Person ?
only 1
none
none
c360 only
c360 only
what are the two options for revoking layout access to a c360/share 360?
revoke from all recipients
revoke from an active user
can admins delete 360 layouts, even if they are shared with users?
yes, but the default cannot be deleted
Sponsor tracking enables the CSMs to keep a close watch on their key customer contacts, so they can be alerted when there is a change in the sponsor’s status at the company.
Sponsor tracking monitors popular _ __ sites
social media
can csms use sponsor tracking from the 360?
yes
success snapshots allows you to create _____ using your own / as templates, and then add various __
slides ppt or google slides
gainsight reports
what are the 3 ways you can upload slide deck for the purpose of success snapshots?
from your computer
from the repository
from google drive
Do not rename the Success Plan reports from the _ __. If you rename the report, you may encounter an error with the already configured Success Snapshots.
report builder
By default, the Active toggle for a snapshot is turned __
off
can you delete a powerpoint from the repository if it is associated with a success snapshot?
no
what section is not supported on success snapshots?
c360 usage
what are the 3 available sections of the c360?
standard (oob, summary/attributes/sponsor tracking)
related lists (reports)
embed page (urls)
is there a limit to related list section on c360?
no hard limit to number of related lists
global sections allows you to save commonly used sections with specific configs and use them in multiple sections
Once you add a section to the layout from Global Sections, changes made at Global level are reflected in the _ __?
You can add a Global section to any layout, it, and it as per your business requirement
section added to each layout
decouple it and customize it
is there a limit to the number of global sections you can create?`
no
how many c360 layouts can you create?
50
You can configure a maximum of _ fields as searchable or visible
4, 2 recommended as max
If the 360 layouts contain a report you also wish to migrate, the report needs to be migrated to the target org _
before the layout is migrated
Email to Timeline attempts to match the email address (domains) in the To, CC, and Bcc fields with the address in the _ ______field.
Email to Timeline doesn’t support matching on __ email fields.
email, standard
custom
You need to give minimum Time To Live (TTL) of _ for the emails to reflect in Timeline.
one hour
email to timeline limitations
he maximum number of inbound emails allowed is _ per day per tenant.
Total Email Content + Attachments size limit is , and each attachment’s maximum supported size is _.
Email to Timeline can create a maximum of _ draft email activities per Tenant. After the limit is exceeded, Gainsight rejects the drafts.
In Admin, ‘SAVE’ is mandatory after add/delete of a user.
If the person is present in both company and relationship, which one is it posted to
If External recipients are not included in the To line, Gainsight saves the activity as _
When there are multiple External attendees in which if one attendee exists in both company person and relationship person but the other attendee exists only in company person, then what happens?
100k per day per tenant
20MB, 15MB
5k
either, decided in settings
draft
saved as draft
The sub-domain that you provide will be used for generating inbound email addresses. The sub-domain should be __ characters
20
You may build a report by selecting _ as the source object and include filter criteria with field ‘Source’ equals ‘_‘ to see how many activities are created/logged via email integration.
activity timeline
INBOUND_EMAIL
Will the system generated email expire after using it for some time?
no
what is the difference between global or local
global – available for both company & relationship
local – available only for company or relationship
Since not every team in your organization may have a Gainsight license, we offer non Gainsight users an alternate method to view your timeline activities. You can…
sync your Timeline activities to Salesforce.
what are the five out of the box Activity Types?
can you delete these?
Update, Call, Meeting, Email, and Milestone
no you cannot delete these but you can edit icon, reporting category & fields
what are the 3 default fields on activity type?
can you modify/delete these fields?
subject
activity date
note
you cannot delete the fields, but you can modify the names
what are two reasons for not being able to delete activity types?
1) default activity types cant be deleted
2) the type is being used in activities
what activity type can you not disable?
email
When you have multiple similar activity types, you can group them under one _ _
repoting category
can you delete a timeline reporting category?
not if there is a type underneath it
what is the one activity type that can be created from rules engine?
milestone activiy
Admins can sync Activities from the _ and _ Salesforce objects into Timeline
event and task
limitations of syncing from SFDC to timeline
If the __ field for SFDC Tasks and Events is null, then those records will not be synced to the Activity Timeline.
Dropdown fields from SFDC can only be mapped to dropdown fields in GS if they are _ select.
Restricted __ Fields can not be selected to be mapped as part of the Activity Sync.
description
single select
picklist
__ is Gainsight’s migration tool which can be used to migrate data from a source object to a target object
Xorg
you can put up to _ widgets and _ fields on a 360 layout?
6 and 6
can the attributes section be editable?
yes
cta duplicate checking is based off of?
company, type, reason, CTA Name
tasks are typically created by the admin – true or false?
false
dependent jobs run __ the current job?
before
when defining sync filters, you can use a null check – true or flase?
false
in success plans, the list view field section is available only at the __ level?
global
in success plans, you can add a maximum of __ list view fields?
6
what can you NOT do when preparing a dataset in data designer?
upload a csv file?
when configuration a site for a survey, you should configure (at least) what two pages?
default and inactive page
formula fields limitations…
Formula fields can be applied only on _
You cannot create formula fields on the following objects:
A maximum of __ Formula fields can be added to a report.
A Formula Field cannot be used inside _ __.
__ fields are not supported.
You cannot create __ Data Type formula field in the By section
_ and _ by are not shown in Formula Fields.
MDA objects
email logs, email raw events, unsub emails
10
another formula field
Aggregated
Number
path and summarized by
users can apply formulas fields as _
filters
when viewing data in data objects….
delete all data will:
delete data:
delete all data
delete data corresponding with the filters you’ve assigned
can you make changes to objects with dependencies?
yes
update keys are like…?
unique identifiers
might include…?
zendesk info: ticket id
daily usage data: user id, date, company id
calculated fields can be created using what?
, $, %
fields and operations can be inserted into formula field via __ only?
mouse click only
what lets you assign update keys and default values on an MDA object?
constraints interface
report builder can use what 3 objects?
MDA objects, custom data objects, data from connestors