US Admin Office Hours (Thursday session) - 03/04/21 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • 3 March 2021
  • 7 replies
  • 60 views
sdrostgainsightcom
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Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, March 4, 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 answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!

Conference Details (Zoom):

Thursday, March 4, 2021 at 11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/253252739?pwd=RHl3ekk0RGN0ZFR3TmRkK1Zldks0QT09

 

Meeting ID: 253 252 739

Password: 864010

 

Dial by your location

        +1 312 626 6799 US (Chicago)

        +1 646 876 9923 US (New York)

        +1 301 715 8592 US (Germantown)

        +1 346 248 7799 US (Houston)

        +1 669 900 6833 US (San Jose)

        +1 253 215 8782 US (Tacoma)

        888 475 4499 US Toll-free

        877 853 5257 US Toll-free

 

Find your local number: https://gainsight.zoom.us/u/aQSPx2jXO

Scott Drost, Gainsight -- Principal Customer Success Architect

7 replies

M
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New survey 2.0 data is stored in MDA as opposed to SF. This means that it is not accessible to us through external reporting (PowerBI/PowerQuery.) Is there a way we can get around this?

victoria_peeker_barry
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HI Scott - I need help combining daily metrics and roll up of past 60 days into a single rule to trigger a CTA based on an OR condition

A

Hi Scott, 

I want to know how can i manually Unsubscribe the users, who have reached out directly to me via email with unsubscribe request.

 

Thanks.

tal_admon_9b89b4
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Hi @mzhang -

I created a new SFDC object which I sync the Survey Responses MDA records too (in a daily rule).

 

D
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Hi Scott -

Our Salesforce admin recently updated upsell opportunities to auto-calculate (monthly cost, annual cost + setup fee, etc.). We have CTAs to create upsell opportunities to sync with SFDC - will the auto-calculation added to SFDC now affect our opportunities in GS? Is there anything special we’d have to do on the GS side of things? (We did have some errors immediately following the SFDC opportunity updates but made some changes to required opp fields in GS which seems to be working...but just want to make sure it won’t adversely affect us in the future!)

Thanks!

F

Hi Scott, 

I’m having some issues trying to combine template aspects of Snapshots/Plans 1.0 into the Snapshots/Plans 2.0 Optimization Plan Template. 

 

Also is there an alternative for Powerpoint in regards to Success Plans?

 

Thanks!

R
Rank

Hi Kendra!

I have a question about setting up a Welcome email to post to Gainsight.

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