Welcome to Gainsight University:

Your home for Gainsight Product Training and Certification!

Previously taken Gainsight product training courses?  Click Sign In in the upper right, choose Forgot Password?, and enter the email you have used to take training in the past. Any problems, please email training@gainsight.com and we're happy to help! 

Looking for Customer Success Industry Training including info about updated versions of the former CSM 101, 201, and 301 courses? Please visit Pulse+ or email pulseplus@gainsight.com

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
Admin - C360 & Timeline - SFDC & NXT
Admin - C360 & Timeline - SFDC & NXT
This course reviews Customer 360 configuration and best practices. We dive into managing Timeline including customizing fields for tracking activity related data. And lastly look at the G360 Feature and its use.
FREE
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
Admin - Surveys - SFDC
Admin - Surveys - SFDC
This course will prepare you to work with the Survey feature within Gainsight.
FREE
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
Admin - Journey Orchestrator - SFDC & NXT
Admin - Journey Orchestrator - SFDC & NXT
This 2 part course will prepare you to work with Gainsight's Journey Orchestrator tools. This course covers the following topics: Introduction to Journey Orchestrator, Program Models, Prep Steps, Creating an Outreach, Adding Participants, Building Your Model, Outreach Status, and Best Practice Tips
FREE
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
Admin - Success Plans - SFDC & NXT
Admin - Success Plans - SFDC & NXT
This course will prepare you to use Gainsight's Success Plans. This course covers the following topics: Overview of Success Plans, Use Case Examples, Anatomy Of A Success Plan, and Prep Work & Exercise
FREE
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
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
Train the Trainer - SFDC
Train the Trainer - SFDC
30 minute presentation designed to provide guidance and best practices on how your trainer can train your end users on Gainsight.
FREE
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
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
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
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
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
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
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
Admin - Basic Data Management - NXT
Admin - Basic Data Management - NXT
In this course you’ll learn the basics of managing data in Gainsight. You’ll also learn about Gainsight’s data architecture, including MDA’s interface and functionality. You’ll learn how to create a custom object, and how to load data to the object.
FREE
Admin - Rules Engine - NXT
Admin - Rules Engine - NXT
This course prepares you to work with the Rules Engine and build Rules in Gainsight.
FREE
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
Adoption Champion Training - SFDC & NXT
Adoption Champion Training - SFDC & NXT
This is the video and course for the Adoption Champion training.
FREE
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
Admin - Reports & Dashboards - SFDC & NXT
Admin - Reports & Dashboards - SFDC & NXT
This course will prepare you to design Reports and Dashboards.
FREE
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
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
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
Train the Trainer - NXT
Train the Trainer - NXT
30 minute presentation designed to provide guidance and best practices on how your trainer can train your end users on Gainsight.
FREE
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. Topics covered include configuring the Salesforce Connector in Gainsight, as well as installing and configuring the Gainsight app in Salesforce.
FREE
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
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
1 & 1/2 Day Accelerate Workshop - August 2019
1 & 1/2 Day Accelerate Workshop - August 2019
Instructor-led training for Gainsight Administrators held in St Louis, Missouri. Gainsight product experts provide technical training in a workshop setting for new Admins who wish to learn more about how to refine their skills configuring Gainsight and increase their level of product expertise.
$1,200
2 Day Accelerate Workshop - August 2019
2 Day Accelerate Workshop - August 2019
Instructor-led training for Gainsight Administrators held in St Louis, Missouri. Gainsight product experts provide technical training in a workshop setting for new Admins who wish to learn more about how to refine their skills configuring Gainsight and increase their level of product expertise.
$1,600
Admin - Advanced Data Management - Sep 2019
Admin - Advanced Data Management - Sep 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 - 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 - Sep 2019
Admin - Advanced Rules Engine - Sep 2019
Admin - Advanced Rules Engine
$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
Admin - Journey Orchestrator - Sep 2019
Admin - Journey Orchestrator - Sep 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
Instructor-led training for Gainsight Administrators held in St Louis, Missouri. Gainsight product experts provide technical training in a workshop setting for new Admins who wish to learn more about how to refine their skills configuring Gainsight and increase their level of product expertise.
$1,200
2 Day Accelerate Workshop - October 2019
2 Day Accelerate Workshop - October 2019
Instructor-led training for Gainsight Administrators held in St Louis, Missouri. Gainsight product experts provide technical training in a workshop setting for new Admins who wish to learn more about how to refine their skills configuring Gainsight and increase their level of product expertise.
$1,600
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
Sally
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
Admin Training for Salesforce
Admin Training for Salesforce
These are the Admin courses for Salesforce Edition.
FREE
13 Courses
Admin - Foundations - NXT
Admin - Foundations - NXT
Admin - Foundations - NXT 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
AdminNXT
Admin Training for NXT
Admin Training for NXT
These are the courses for Admins on NXT.
FREE
11 Courses
AdminNXT
Admin - Cockpit & Playbooks - SFDC & NXT
Admin - Cockpit & Playbooks - SFDC & NXT
This course will prepare you to work with Cockpit, CTAs and Playbooks. This course covers the following topics: Understand Cockpit Functionality, Manual Creation and Editing of CTAs, Create and Manage Playbooks, and Leverage Best Practice Library for Playbooks
FREE
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
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.
3 Courses
Admin - Advanced Rules Engine - NXT - Two Part Live Course!
Admin - Advanced Rules Engine - NXT - Two Part Live Course!
Admin - Advanced Rules Engine
3 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.
3 Courses
1 & 1/2 Day Accelerate Workshop in St. Louis, MO
1 & 1/2 Day Accelerate Workshop in St. Louis, MO
Instructor-led training for Gainsight Administrators held in St Louis, Missouri. Gainsight product experts provide technical training in a workshop setting for new Admins who wish to learn more about how to refine their skills configuring Gainsight and increase their level of product expertise.
2 Courses
2 Day Accelerate Workshop in St. Louis, MO
2 Day Accelerate Workshop in St. Louis, MO
Instructor-led training for Gainsight Administrators held in St Louis, Missouri. Gainsight product experts provide technical training in a workshop setting for new Admins who wish to learn more about how to refine their skills configuring Gainsight and increase their level of product expertise.
2 Courses
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