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Currently the CTA API does not allow for bulk updates. Only 1 CTA can be created/updated using CTA API. Since there are chances that 1 record in Salesforce will contain multiple CTA’s in gainsight, it will be good for allowing bulk updates via API. This will also help us to automate many manual tas...
Hi all,I deleted a previous JIRA integration to test environment but when I tied to add the connection for the production JIRA i got this error:“Error occurred while saving connection. You have already created maximum number of allowed connections.”Has anyone encountered such on Gainsight, how can i...
Use Case: Our CS Ops team is working on bringing in a new team into GS. The team is a services team responsible for implementation projects. In their current workflow, they create a new record on a custom SFDC object for every new project. They use the object's fields to add details about proje...
We have a use case where it would be helpful to see in Gainsight all of the upcoming customer calls/onsites, which we typically have stored in individual CSM calendars. Is there a way to do this presently in the system? If not, I know there's an ongoing thread about CTAs and GCal integrations that I...
I really want to like the Gainsight Sally feature, however I really haven't found a way to make it useful for my use case yet.Getting the notifications is fine, but I also get the email notification at the same time. What would make Sally really useful in my case would be to allow me to interact wit...
Hi - an idea that was shared with my by one of my customers was related to creating CTAs automatically through Outlook/Google calendar integration. The use case is as follows: CSM creates a calendar meeting request to their customer to schedule a meeting. While in the calendaring app, they have an...
The following are the key highlights of User Management as a part of the 6.23 release: Internal Collaborator and External are the two new license types that will be introduced to manage users better in Gainsight instances. There will not be any extra charges for accessing these license types. ‘Unl...
We’re on NXT but we require users to login via SFDC, including Admins.Would be a timesaver to allow us to change the Direct Rule Link in failure notification emails to the SFDC Login path, because today it is linked only to the NXT path:
Hello everyone!This thread is for our upcoming Thursday Admin Office Hours session on Thursday, April 15, 2021 at 11am PT / 12pm MT / 1pm CT / 2pm ET.Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick ans...
We need to create a report on email templates (who created, when created, folder, etc), but I am unable to figure which object this is stored in. I tried looking at objects that pull template name and ID (like Email Logs), but it only stamps the name and ID and does not have a lookup to another obje...
Hi Team, Currently Sharing rule(Data permissions) are not applicable in JO program to restrict the data(read/write) from other users (Non admins). Use-Case: Super admin has created a MDA object and added a Sharing rule(Data permissions) to restrict the data(read/write) from other users.If non admin...
Hi Team, Currently slack feature does not support all timeline fields, such as attendees, because of the limitations of Slack’s dialog box. Do we have any plans to implement it in coming up releases ?
We run quarterly QBR’s for all clients where we have a 3 call 3 email cadence and then send a success snapshot if we don't get a meeting scheduled. I am trying to just add the success snapshot to the last email if it makes it that far but don’t see a way to do that. I know there is an older post whe...
Not sure how I didn’t notice before, but I think the GS documentation should be explicit on the difference between ANY and ALL USERS in filters. Or really, ANY vs ALL as it likely is relevant in any context. ANY (user) includes NULL valuesALL (users) includes records for which there is a value This...
Hi there,If a user goes through a funnel multiple times, what does the Time from previous step indicate? Is it an average of all the times the user went through the funnel?In this example, the green bar indicates that 2,057 unique users went through the funnel. The first user went through the funnel...
Hey , I want to create a custom dependent dropdown named Subtype and this should be dependent on CTA type. I created the categories and also tried to create dropdown custom field for CTA type but unfortunately i am unable to make CTA type as controlling and sub type as dependent ? is this possible....
In a couple of places within our product we use a “guide” as a tooltip.However it seems that with this setup the localisation fails to work, the text is always displayed in the default language in the application (for us this is English).We have other guides which have multiple dialogs that popup in...
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