Admin Training for NXT
These are the courses for Admins on 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.
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.
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.
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.
Admin - Rules Engine - NXT
This 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 will prepare 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 - 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.
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
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
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