Latest Conversations

  • •••
Tony Tao's profile
How to set up an operational email filtering on two fields dependent on each other

I'm looking to create an operation email sent to the CSM, Account Manager, & Account Owner listed on the Account record in SFDC when certain criteria are met in the relationship.I have two currency fields in the relationship record "Low Balance Threshold" & "Remaining Balance."When the "remaining ba

 posted 

5 days ago

 • 

Last reply by 

4 minutes ago

Alex LeGay's profile
Sending internal reports with no account relation via Advanced Outreaches

Right now, there is no way to send reports via Advanced outreach without an account id or contact id filter on each report. Is it on the roadmap to support this? In my testing, even when using a user power list or bionic query on the user object, my report emails couldn't be saved without the accoun

 posted 

5 months ago

 • 

Last reply by 

36 minutes ago

John Applebaugh's profile
Ability to Change the Default variant of Email Templates

Currently, when you create an Email Template, the first variant becomes the Default. There is no way to change this or remove this variant from the Email Template. I would like the ability to choose a different Variant to use as Default. The use case is that as our outreach conditions evolve we may

 posted 

Today at 6:57 PM

John Applebaugh's profile
Ability to update or add Dashboard Admin

Within Dashboards, the creator is defaulted to be the Admin who then is the only user with permissions to update permissions for the dashboard.We would like the ability to update or add additional Admins to Dashboards. The Use Case is a user creates a Dashboard but as responsibilities change, a new

 posted 

Today at 7:05 PM

Mike Maday's profile
Success Plan Grouping / Folder

Do we have any plans to create associations between Success Plans within an account or group them within a folder structure? Potentially across Relationships?

 posted 

Yesterday at 2:48 PM

 • 

Last reply by 

Today at 5:55 PM

Andrew Biehle's profile
Create CTA's based on a CSV.

At the moment you can only create CTA's manually on the account page or through rules engine but it might be a cool idea in the future to have the ability to create CTA's based off a CSV as long as it has a valid Account ID in the CSV.

 posted 

Yesterday at 9:26 PM

 • 

Last reply by 

Today at 5:43 PM

Jeffrey Coleman's profile
List the "current user" as an "other user" when building report filters

I have been building a set of reports for some new dashboards. They're based on timeline data and are (frankly!) awesome!I wanted to exclude some individuals and teams from the report, including the people who reported to me. So I added a filter for "Manager !=" and wanted to select myself. But the

 posted 

6 months ago

 • 

Last reply by 

Today at 4:17 PM

Curtis Cannon's profile
Adjust Default Assignee for CTAs Created in Programs

We create CTAs as part of a Program through the Journey Orchestrator. Due to a role adjustment, we need to switch the person who is assigned as the default owner for the CTA. However, we are only able to do this by deactivating the program and starting over. It would be super helpful if we could adj

 posted 

Yesterday at 6:42 PM

 • 

Last reply by 

Today at 4:11 PM

Jeff Kirkpatrick's profile
Rules Engine timeline history not showing earlier 9:55AM this morning

I could have sworn in the past we were able to look backwards in the Timeline view earlier than a day.This morning I am running into a problem because I still have two rules that are 'stuck' running (they have since completed) but I could not scroll any earlier than 9:55AM this morning:

 posted 

Yesterday at 6:58 PM

 • 

Last reply by 

Today at 3:30 PM

Ron Privett's profile
SQL Interface to build Reports - OR - Use the Rule Engine from Journey Orchestrator for Report creation

You know you're writing too many Gainsight Reports when you start to dream of ways to improve the process. As an former database engineer, I have become used to SQL, joins, unions, views, temp tables, and exporting to CSV file (not excel). These are many of the things that would be very handy whil

 posted 

2 weeks ago

 • 

Last reply by 

Today at 2:38 PM