Admin Training for Salesforce
These are the Admin courses for Salesforce Edition.
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
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
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
Admin - Reports & Dashboards - SFDC & NXT
This course prepares you to design Reports and Dashboards.
Admin - Scorecards - SFDC & NXT
This course overviews Scorecard 2.0 uses, configuration, and best practices including uses for Multiple Scorecards and their configuration.
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.
Admin - C360 & Timeline - SFDC & NXT
This course reviews Customer 360 configuration and best practices.
Admin - Journey Orchestrator - SFDC & NXT
This four part course prepares you to work with Gainsight's Journey Orchestrator tools.
Admin - Surveys - SFDC
This course will prepare you to work with the Survey feature within Gainsight.
Admin - Success Plans - SFDC & NXT
This course prepares you to use Gainsight's Success Plans.
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
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
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
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.