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US Admin Office Hours (Tuesday session) - 6/2/20 1 p.m. PST - Pre-session Thread

Hello everyone! This thread is for our Tuesday Admin Office Hours session, which will be held today - Tuesday, June 2, 2020. Submit your questions below as replies to this post, and we'll address them during our session at 1pm PT / 2pm MT / 3pm CT / 4pm ET.Please note we are using a new conference l...

Events & Office Hours

Changing the name and adding description to slack Avatar table

Hi team, We had one of our customers finding it hard to find the Slack Avatar table for pulling some data. The table has been renamed as “Companyname”_User. So they were having a hard time identifying the object as the name doesn’t really say much and there is no description available. So wo...

Data Management & Integrations

US Admin Office Hours (Tuesday session) - 5/26/20 1 p.m. PST - Pre-session Thread

Hello everyone! This thread is for our Tuesday Admin Office Hours session, which will be held Tuesday, May 26, 2020. Submit your questions below as replies to this post, and we'll address them during our session at 1pm PT / 2pm MT / 3pm CT / 4pm ET.Please note we are using a new conference line. Det...

Events & Office Hours

Saving layout changes in report

Hi team, Is there a way to save the changes made to the layout of a report? Like if we increase the width of a column and save the report, it loses the setting. We had a customer coming up with the question. Please share your thoughts.

Reports & Dashboards

We want to view the Gainsight User Licence type(full or viewer) in user management page

Hi Team, We have a customer who wanted view and export the users including the user licence type(full or viewer) from the user management page. Similarly how we are getting the last login date & time of a user.

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Help others

Changing the name and adding description to slack Avatar table

Data Management & Integrations

Saving layout changes in report

Reports & Dashboards

SFDC Connector 2.0 Versus Rules Engine for Loading Accounts

Connectors

Gainsight Next Administrator Certification

Hi Folks, I will be attempting Gainsight NXT Admin certification on 25th June. I have some Salesforce Background and I am a Salesforce Certified Advance Administrator and has been using Gainsight for a while now. I just wanted to know if there are any other study material/Test questions that I ca...

Community & Contest Guidelines

Gainsight SFDC Release Calendar and Opt Outs

I’m looking at the GS release calendar and noticing that starting in June, the Sandbox and Production org updates are now aligning with one other on the same dates. Why is this changing? I understand that NXT does not provide an opt-out capability, and it seems like with the change to the release...

Other CS Features

3rd Party NPS Comments Truncated

We use the SFDC Data Import Wizard to import our 3rd party NPS surveys and recently discovered long NPS Comments are being truncated during the import. We do not have the Survey module to be able to send surveys through our instance. Is there another way to import the 3rd party NPS data to allow us...

Surveys & NPS

Survey 2.0 color change of system sentences

Hi all, when doing a Survey in Gainsight looks like I can’t change the color of these 2 sentences: 1. All questions marked with * are required. 2. 4000 Characters remaining. It seems no matter which colors I choose in the designer for the rest of the text these can't be changed. (Attached the exam...

Surveys & NPS

Anyone know how to get a report of user Email to Timeline email addresses?

I am curious if I am missing something here or not. Today if I get asked about an Email to Timeline email address I remove the inbound email user and re-add them to trigger the automated email with their BCC address. As an admin, can we run a report or is there a view to simply confirm a users BCC...

JO, Email & Notifications

Gmail Extension - Trick for avoiding duplicate signatures?

Our team is really excited about the new Chrome/Gmail extension, but when testing I noticed one pretty inconvenient side effect. Since we have been using these email templates to send from Cockpit or Programs, we have the CSM signature built into the template. Most of our CSMs also have Gmail set up...

Other CS Features

Email Assist - emailing multiple accounts

Hello Is there a way for our CSMs to use Email Assist to reach out to contacts across multiple accounts, without the need to create multiple CTAs - one per each account? For example - Linda looks after 25 low touch accounts and needs to follow up with the contacts from these accounts - the templ...

Timeline

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