Welcome to Gainsight University:

Your home for Gainsight Product Training and Certification!

At Gainsight University, we have product training to serve all your needs as a Gainsight customer including a path to become a Gainsight Certified Administrator. 

  • Explore our free online courses for Admins, End Users, Managers, and Trainers
  • Register for fee-based, virtual instructor led "live" sessions (Dates available under Class Schedule)
  • Participate in one of our Accelerate Workshops in St Louis designed for new Admins to increase their level of technical expertise

Don't forget to choose either Salesforce Edition or Gainsight NXT courses. Unsure which set of materials applies to you and your org? Please reach out to your Gainsight representative.

Gainsight 101 - Archived Content
Gainsight 101 - Archived Content
Gainsight 101 provides an overview of Gainsight from an End User or a CSM's perspective.
Not currently available
00:42:52
Admin - C360 & Timeline - SFDC & NXT
Admin - C360 & Timeline - SFDC & NXT
This course reviews Customer 360 configuration and best practices.
FREE
01:23:21
Admin - Scorecards - SFDC & NXT
Admin - Scorecards - SFDC & NXT
This course overviews Scorecard 2.0 uses, configuration, and best practices including uses for Multiple Scorecards and their configuration.
FREE
01:38:04
Admin - Surveys - SFDC
Admin - Surveys - SFDC
This course will prepare you to work with the Survey feature within Gainsight.
FREE
01:28:06
Admin - Advanced Rules Engine - SFDC
Admin - Advanced Rules Engine - SFDC
This 2 part course will prepare you to work with advanced features of Gainsight's Rules Engine. This course covers the following topics: Using Merge, Pivot and Transformation Tasks, Sourcing Both Salesforce And MDA Data, and Creating Actions to Load Data, Set Scores, Create CTAs
FREE
02:58:39
Admin - Journey Orchestrator - SFDC & NXT
Admin - Journey Orchestrator - SFDC & NXT
This four part course prepares you to work with Gainsight's Journey Orchestrator tools.
FREE
03:05:17
Admin - Business Modeler - SFDC
Admin - Business Modeler - SFDC
This course will prepare you to use Gainsight's Business Modeler tools. This course covers the following topics: Overview Of Relationships, Explore Use Cases, Relationship Configuration, and Configuring R360
FREE
01:27:20
Admin - Success Plans - SFDC & NXT
Admin - Success Plans - SFDC & NXT
This course prepares you to use Gainsight's Success Plans.
FREE
01:05:15
Admin - Advanced Data Management - SFDC
Admin - Advanced Data Management - SFDC
This three part course will prepare you to work with Gainsight's Data Management tools including S3. This course covers the following topics: MDA Deep Dive, Using S3 Connector, Core Concepts, and Exercises & Workshop
FREE
02:30:42
Gainsight - Foundations - NXT (replaced 101)
Gainsight - Foundations - NXT (replaced 101)
(26 minutes - for Gainsight NXT only) If you're a new Gainsight end user, please start here! This short course provides a foundation for understanding Gainsight including a brief demo of key capabilities.
FREE
00:25:02
Train the Trainer - SFDC
Train the Trainer - SFDC
18 minute presentation designed to provide guidance and best practices on how your trainer can train your end users on Gainsight.
FREE
00:17:50
Gainsight - Reports & Dashboards - NXT (replaced 102)
Gainsight - Reports & Dashboards - NXT (replaced 102)
(19 minutes - for Gainsight NXT only) Covers how to take advantage of Dashboards to manage the part of the business that matters most to you!
FREE
00:14:44
Gainsight - Cockpit & Playbooks - NXT (replaced 102)
Gainsight - Cockpit & Playbooks - NXT (replaced 102)
(23 minutes - for Gainsight NXT only) Covers using Calls-to-Action (CTA) in Cockpit including Playbooks
FREE
00:22:36
Gainsight - 360 & Timeline - NXT (replaced 102)
Gainsight - 360 & Timeline - NXT (replaced 102)
(34 minutes - For Gainsight NXT only) Covers using the 360 screens Timeline for centralized note-taking in Gainsight, & an overview of health scores including trends over time
FREE
00:33:12
Gainsight - Foundations - SFDC (replaced 101)
Gainsight - Foundations - SFDC (replaced 101)
(23 minutes - for Gainsight Salesforce Edition only) Gainsight End User Training - Foundations for SF
FREE
00:23:27
Gainsight - 360 & Timeline - SFDC (replaced 102)
Gainsight - 360 & Timeline - SFDC (replaced 102)
(28 minutes - for Gainsight Salesforce Edition only) Covers using the 360 screens,,Timeline for centralized note-taking in Gainsight, & an overview of health scores including trends over time
FREE
00:27:52
Gainsight - Cockpit & Playbooks - SFDC (replaced 102)
Gainsight - Cockpit & Playbooks - SFDC (replaced 102)
(20 minutes - for Gainsight Salesforce Edition only) Covers using Calls-to-Action including Playbooks
FREE
00:18:56
Gainsight - Reports & Dashboards - SFDC (replaced 102)
Gainsight - Reports & Dashboards - SFDC (replaced 102)
(12 minutes - for Gainsight Salesforce Edition only) Covers how to take advantage of Dashboards to manage the part of the business that matters most to you!
FREE
00:11:21
Admin - Basic Data Management - NXT
Admin - Basic Data Management - NXT
In this course you’ll learn the basics of managing data in Gainsight.
FREE
00:52:23
Admin - Rules Engine - NXT
Admin - Rules Engine - NXT
This course prepares you to work with the Rules Engine and build Rules in Gainsight.
FREE
00:20:44
Admin - Basic Rules Engine - SFDC
Admin - Basic Rules Engine - SFDC
This four part course prepares you to work with the Rules Engine and build Rules in Gainsight. This course covers the following topics: Rules Engine Overview, Anatomy Of A Rule, Creating A Rule - Walk Thru, Best Practice Tips, and Troubleshooting
FREE
02:45:08
Adoption Champion Training - SFDC & NXT
Adoption Champion Training - SFDC & NXT
This is the video and course for the Adoption Champion training.
FREE
00:15:28
Admin - Basic Data Management - SFDC
Admin - Basic Data Management - SFDC
This four part course covers the following: Data Spaces, Data Management, MDA, Key Concepts, MDA Interface, and Loading Data to MDA Objects
FREE
02:38:10
Admin - Reports & Dashboards - SFDC & NXT
Admin - Reports & Dashboards - SFDC & NXT
This course prepares you to design Reports and Dashboards.
FREE
01:29:13
Admin - User Management - NXT
Admin - User Management - NXT
In this course you will learn how to add and manage users in Gainsight. Topics include loading users to User Management and setting up user permissions and access.
FREE
00:10:58
CSM 101 - Prior Enrollees Only
CSM 101 - Prior Enrollees Only
This self-paced course, made up of 12 lessons developed by top Customer Success experts, provides you with the critical foundation for a career as a Customer Success Manager. CSM 101 is step one of three on the way to becoming a Certified Customer Success Manager.
Not currently available
CSM 201 - Prior Enrollees Only
CSM 201 - Prior Enrollees Only
This self-paced course, made up of 12 lessons developed by top Customer Success experts, provides you with the critical foundation for a career as a Customer Success Manager. CSM 201 is step two of three on the way to becoming a Certified Customer Success Manager.
Not currently available
CSM 301 - Prior Enrollees Only
CSM 301 - Prior Enrollees Only
This self-paced course, made up of 12 lessons developed by top Customer Success experts, provides you with the critical foundation for a career as a Customer Success Manager. CSM 301 is the final step of three on the way to becoming a Certified Customer Success Manager.
Not currently available
Gainsight - Success Plans - NXT
Gainsight - Success Plans - NXT
(10 minutes - for Gainsight NXT only) Covers how to take advantage of Success Plans to capture, track activity, and share progress on your customers’ key goals as well as other key moments of truth along the customer journey.
FREE
00:10:45
Gainsight - Success Plans - SFDC (replaced 103)
Gainsight - Success Plans - SFDC (replaced 103)
(10 minutes - for Gainsight Salesforce edition only) Covers how to take advantage of Success Plans to capture, track activity, and share progress on your customers’ key goals as well as other key moments of truth along the customer journey.
FREE
00:11:09
Train the Trainer - NXT
Train the Trainer - NXT
18 minute presentation designed to provide guidance and best practices on how your trainer can train your end users on Gainsight.
FREE
00:17:49
Admin - Salesforce Connector - NXT
Admin - Salesforce Connector - NXT
In this course you'll learn how to use the Salesforce Connector to load data into Gainsight NXT.
FREE
00:06:19
Gainsight - Team View - NXT
Gainsight - Team View - NXT
(10 minutes - for Gainsight NXT only) If you have limited license access to Gainsight data, please start here! This short course provides a foundation for understanding how to take advantage of Gainsight.
FREE
00:11:26
Limited LicenseViewer License
Gainsight - Team View - SFDC
Gainsight - Team View - SFDC
(10 minutes - for Gainsight Salesforce Edition only) If you have limited license access to Gainsight data, please start here! This short course provides a foundation for understanding how to take advantage of Gainsight.
FREE
00:09:32
Admin - Advanced Data Management - Oct 2019
Admin - Advanced Data Management - Oct 2019
This course will go more in depth into how to work with Data including how you can work with the S3 in your instance of Gainsight. This course is comprised of two sessions. Please try to attend both sessions, or complete session one before beginning the second.
$400
Admin - Advanced Data Management - Nov 2019
Admin - Advanced Data Management - Nov 2019
This course will go more in depth into how to work with Data including how you can work with the S3 in your instance of Gainsight. This course is comprised of two sessions. Please try to attend both sessions, or complete session one before beginning the second.
$400
Admin - Advanced Rules Engine - Oct 2019
Admin - Advanced Rules Engine - Oct 2019
Admin - Advanced Rules Engine
$400
Admin - Advanced Rules Engine - Nov 2019
Admin - Advanced Rules Engine - Nov 2019
Admin - Advanced Rules Engine
$400
Admin - Journey Orchestrator - Nov 2019
Admin - Journey Orchestrator - Nov 2019
This course will introduce you to Journey Orchestrator within Gainsight.
$400
Admin - Journey Orchestrator - Oct 2019
Admin - Journey Orchestrator - Oct 2019
This course will introduce you to Journey Orchestrator within Gainsight.
$400
1 & 1/2 Day Accelerate Workshop - October 2019
1 & 1/2 Day Accelerate Workshop - October 2019
Live training Workshop for new Gainsight Administrators, held in St Louis, MO. Gainsight SMEs conduct advanced technical training for Admins who are new to the role and want to boost their skills configuring Gainsight to achieve a higher level of product expertise.
$1,200
2 Day Accelerate Workshop - October 2019
2 Day Accelerate Workshop - October 2019
Live training Workshop in St. Louis for new Gainsight Administrators with companies that have purchased Relationships. Gainsight SMEs conduct advanced technical training for Admins new to the role, who want to boost their skills configuring Gainsight to achieve a higher level of product expertise.
$1,600
more-info
Gainsight - Sally the AI Bot
Gainsight - Sally the AI Bot
(15 minutes) Overview of what Sally is and how to use Sally in-app, in TeamView, and in Slack.
FREE
00:14:29
Sally
Admin - Adoption Explorer
Admin - Adoption Explorer
Adoption Explorer helps manage your customer’s usage data in the Gainsight environment, and quickly surface the most relevant view of usage data across your customer base.
FREE
00:11:21
1 & 1/2 Day Accelerate Workshop - November 2019
1 & 1/2 Day Accelerate Workshop - November 2019
Live training Workshop for new Gainsight Administrators, held in St Louis, MO. Gainsight SMEs conduct advanced technical training for Admins who are new to the role and want to boost their skills configuring Gainsight to achieve a higher level of product expertise.
$1,200
2 Day Accelerate Workshop - November 2019
2 Day Accelerate Workshop - November 2019
Live training Workshop in St. Louis for Gainsight Administrators with companies that have purchased Relationships. Gainsight SMEs conduct advanced technical training for Admins new to the role, who want to boost their skills configuring Gainsight to achieve a higher level of product expertise.
$1,600
Admin - Foundations - SFDC
Admin - Foundations - SFDC
Learn the basics of Gainsight from an Administrative perspective. This course covers the following topics: What is Gainsight, Help Tools, What is an Admin, Vocabulary, Gainsight Architecture, and What is Best Practice Library
FREE
01:21:00
Admin Training for Salesforce
Admin Training for Salesforce
These are the Admin courses for Salesforce Edition.
FREE
14 Courses
Admin - Foundations - NXT
Admin - Foundations - NXT
This course introduces you to Gainsight and provides a high-level understanding of Gainsight Architecture. This course introduces you to Gainsight from the Admin perspective, shows how Gainsight can help you achieve your goals, and show how to access important sources of help.
FREE
00:20:48
AdminNXT
Admin Training for NXT
Admin Training for NXT
These are the courses for Admins on NXT.
FREE
12 Courses
AdminNXT
Admin - Cockpit & Playbooks - SFDC & NXT
Admin - Cockpit & Playbooks - SFDC & NXT
This course reviews Cockpit functionality from both the end-user and admin perspectives to prepare you to understand how best to configure your environment to suit your organizational needs.
FREE
01:39:16
End User Training for Salesforce
End User Training for Salesforce
End User Training for the Salesforce version of Gainsight.
FREE
8 Courses
Sally
End User Training for NXT
End User Training for NXT
End User training for the NXT version of Gainsight.
FREE
8 Courses
Limited LicenseViewer LicenseSally
Other Trainings
Other Trainings
These are training courses for Adoption Champions, Managers, and Trainers
3 Courses
Bundle of 3 Live Virtual Courses
Bundle of 3 Live Virtual Courses
This is a collection of upcoming live classes available.
$900
0 Courses
Admin - Advanced Data Management - NXT - Two Part Live Course!
Admin - Advanced Data Management - NXT - Two Part Live Course!
This course will go more in depth into how to work with Data including how you can work with the S3 in your instance of Gainsight. This course is comprised of two sessions, which you must complete in sequence. Please register for both sessions.
2 Courses
Admin - Advanced Rules Engine - NXT - Two Part Live Course!
Admin - Advanced Rules Engine - NXT - Two Part Live Course!
Admin - Advanced Rules Engine
2 Courses
Admin - Journey Orchestrator - NXT - Two Part Live Course!
Admin - Journey Orchestrator - NXT - Two Part Live Course!
This course will introduce you to Journey Orchestrator within Gainsight.
2 Courses
1 & 1/2 Day Accelerate Workshop in St. Louis, MO
1 & 1/2 Day Accelerate Workshop in St. Louis, MO
Live training Workshop in St Louis, MO for new Gainsight Administrators. Gainsight SMEs conduct advanced technical training for Admins who are new to the role and want to boost their skills configuring Gainsight to achieve a higher level of product expertise.
2 Courses
2 Day Accelerate Workshop in St. Louis, MO
2 Day Accelerate Workshop in St. Louis, MO
Live training Workshop in St Louis, MO for new Gainsight Administrators. Gainsight SMEs conduct advanced technical training for Admins who are new to the role and want to boost their skills configuring Gainsight to achieve a higher level of product expertise.
2 Courses
more-info
Customer Success Management (CSM 101, 201, 301) - No longer accepting new enrollments - Visit Pulse+ (https://www.gainsight.com/pulse-plus/) for more information
Customer Success Management (CSM 101, 201, 301) - No longer accepting new enrollments - Visit Pulse+ (https://www.gainsight.com/pulse-plus/) for more information
Training to be a Customer Success Manager.
3 Courses
Overview and Anatomy of PX Engagements
Overview and Anatomy of PX Engagements
FREE
00:17:34
PX Training
End User Training for PX
End User Training for PX
FREE
1 Course
PX Training