US Admin Office Hours (Thursday session) - 07/21/22 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

Hi Scott,

I hope you are feeling better .  This is from Tuesday’s thread.  We have a Related Account custom MDA that holds all our accounts.  Accounts are designated as either a Company or added to a Relationship associated to a Company based on 2 ownership fields in SF.  When this hierarchy changes usually due to a divestiture, the Related Account’s association is moved to a new company and relationship by changing the ownership fields in SF.   The association changes, but the contacts do not follow.  We have a rule that sets the contact to Inactive when the Related Account moves out of the hierarchy.  That works correctly. 

The problem is that I need the contact to then be associated with the new Company and Relationship.  How do I make that happen?  One option seems to be to delete the Company Person record in Data Management, but will that accomplish what I need?   What other ramifications are associated with deleting the record?  Are past Timeline entries or JO records in a cascade effect?   What other options are there to address this problem?  

I also need help with a company merge situation.  

Thanks,

Rhonda

Hey Scott - I have a question about a CSM introduction email I want to send. Also, curious if I can build a mass edit report for assigning CSMs.

I will be joining the call at 11:30 PT.

Hi Scott,

Two questions today:

1. There are several date fields within GS which also display time (HH:MM). One example is in the Success Plan object - Start Date. We don’t really see value in having time in this field, but I can’t find where I can remove this element to where we are just showing MM/DD/YYYY.
2. JO Program: CSV Import - I’ve received a CSV from marketing on client contacts we want to target for our NPS program. The file needs to be put into the correct format still, but I’m assuming that once I’ve added the file (and merged it with a couple of other data sets) that I can then map SFIDs for the contacts further on in the Participant configuration modal. Are my assumptions here correct? I mainly wanted to check prior to digging in and doing it. There seems to be very limited documentation on the CSV import function in JO.

Thanks!