Latest Conversations

  • •••
Ky Powell's profile
Sponsor Tracking and Account Healthscore

We are using sponsor tracking to flag when a decision maker or influencer has left the company. I am trying to set up a new scorecard measure to set a score to red if a DM leaves, or green if the DM is still intact. Is there a way I can do this directly using Sponsor tracking reporting? Or is my bes

 posted 

Yesterday at 11:20 PM

 • 

Last reply by 

12 minutes ago

Spencer Engel's profile
Ability to edit CTAs in the Rules Engine

My customer recently came up with a use case for editing a CTA within the Rules Engine that I'd like to share. Right now, we can either create or close a CTA from the Rules Engine. What my customer would like to do is change a CTA's status, priority, etc. based on criteria. Example: For a mediu

 posted 

1 year ago

 • 

Last reply by 

Yesterday at 10:27 PM

Rule that Auto-Creates New Fields in MDA

I am looking to log historical scorecard 2.0 comments in an MDA object, and I'm wondering how best to do this. I thought it could work to have an MDA table to which comments are stamped every time a new comment is entered (with the corresponding score), but I'm unsure how to have a new field created

 posted 

Yesterday at 9:20 PM

 • 

Last reply by 

Yesterday at 10:15 PM

John Applebaugh's profile
Email to Timeline uses a different user profile

I noticed that when our CSMs log emails to Timeline it creates the activity under a different profile then when they log activity manually or from a CTA. I assume this is because the user they use for manual activities or from CTAs is actually separate from the user coming from their Person record.I

 posted 

Yesterday at 8:33 PM

Alex LeGay's profile
Additional options for non responders in a program

Right now, in a Survey model program after a participant moves along the non responded path, you can only create a CTA or send an email. I was working with a customer where they wanted to also close the CTA. Seems like only one option can be used.

 posted 

Yesterday at 5:18 PM

Anthony Sabato's profile
Ability to make timeline entries on the relationship level also available to customer level

Some business cases for relationships change and we are moving away from a Relationship in GS but we want to retain the timeline entries as it still pertains to the account. It would be really great to have an option to either move/copy or make available the relationship level entries within the cus

 posted 

Yesterday at 4:08 PM

John Applebaugh's profile
Tabular Report based on Data Space unable to filter per account in Journey Orchestrator

I've been testing out tabular reports in Journey Orchestrator with a report that is built from a Data Space and has been used for Share 360 successfully.When I modify the template, I add the filter of Account ID = SFDC Account ID to the report but in test emails from Preview I'm getting blank tables

 posted 

Yesterday at 3:41 PM

John Applebaugh's profile
Gainsight Analyzer is reporting The filter "Apply to Gainsight customer" is missing - but it is checked on the rule

When scanning a rule from Gainsight Analyzer, the results show that "The filter "Apply to Gainsight customer" is missing." But examining the Rule Query shows that the box for "Apply to Gainsight customers only" is checked.

 posted 

4 days ago

 • 

Last reply by 

Yesterday at 3:21 PM

Jeff Kirkpatrick's profile
Reports 2.0: Should have the ability to show aggregate total on a graph

When I run a report that breaks a particular object (i.e. support cases) down by categories, I still need the sum total to appear somewhere on the graphRough examples attached.

 posted 

3 years ago

 • 

Last reply by 

Yesterday at 1:47 PM

Steve Davis's profileBrand User
Can we get search box for calculated fields

I have a customer (who by the way loves the new look of calculated fields) who would like to request a search box. They have quite a few fields on that table which would be helpful to narrow down.

 posted 

1 year ago

 • 

Last reply by 

3 days ago