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

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

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

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

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.

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

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

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.

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.

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.