Hello everyone! This thread is for our Tuesday Admin Office Hours session, which will be held Tuesday, Oct. 29, 2019.
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.
There is no need to register for the sessions. If you have a question, please post below or join the meeting. I will go in order of posts below or joining the session. Thanks!
Conference Details (GoTo Meeting):
https://global.gotomeeting.com/join/493151677
You can also dial in using your phone.
United States: +1 (872) 240-3412
Access Code: 493-151-677
US Admin Office Hours (Tuesday session) - 10/29/19 1 p.m. PST - Pre-session Thread
Userlevel 7
+2
Userlevel 3
+1
we are still struggling with the ops journey orchestrator to copy CSMs
Userlevel 7
+2
we are still struggling with the ops journey orchestrator to copy CSMs
What are you having trouble with?
+2
I have a question on reporting field availability.
Userlevel 3
Activity Timeline Sync - is it possible to sync timeline timeline tasks to SFDC objects other than the Task, Event and Account object? e.g. to a support case object or mobile card object?
use case as described by the relevant manager:
“our team is to continue leveraging SF as our CRM tool for reaching out and logging communication with customers. Since we will only have view only access rights to Gainsight, all CTAs will need to be created as open tasks or open cases on a mobile card object in SF.
I’m working on configuring a report in JO and setting a filter to show only that person’s accounts in the report. When I try preview, I get an error and when I send a test email, I never get the test. I wonder if it’s a configuration mistake on my end or something that I should escalate to support.
+2
I have another question on reporting: we have an onboarding scorecard and a regular scorecard. After the onboarding is complete the client’s scorecard is switched to the regular scorecard. Is there a field that holds the date the switch was made and the onboarding scorecard scores on that date?
Userlevel 3
https://community.gainsight.com/timeline-17/sync-timeline-activities-to-sf-opportunities-28967
Activity Timeline Sync - is it possible to sync timeline timeline tasks to SFDC objects other than the Task, Event and Account object? e.g. to a support case object or mobile card object?
use case as described by the relevant manager:
“our team is to continue leveraging SF as our CRM tool for reaching out and logging communication with customers. Since we will only have view only access rights to Gainsight, all CTAs will need to be created as open tasks or open cases on a mobile card object in SF.
Userlevel 7
+2
I have a question on reporting field availability.
Hi
Userlevel 7
+2
https://community.gainsight.com/timeline-17/sync-timeline-activities-to-sf-opportunities-28967
Activity Timeline Sync - is it possible to sync timeline timeline tasks to SFDC objects other than the Task, Event and Account object? e.g. to a support case object or mobile card object?
use case as described by the relevant manager:
“our team is to continue leveraging SF as our CRM tool for reaching out and logging communication with customers. Since we will only have view only access rights to Gainsight, all CTAs will need to be created as open tasks or open cases on a mobile card object in SF.
Oh, interesting. Thanks for sending along.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.