US Admin Office Hours (Tuesday session) - 3/24/20 1 p.m. PST - Pre-session Thread (New Link in thread)

  • 23 March 2020
  • 6 replies
  • 72 views
spencer_engel
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Hello everyone! This thread is for our Tuesday Admin Office Hours session, which will be held Tuesday, March 24, 2020. 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.

Please note we are using a new conference line. Details are below. 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 (Zoom): 

 

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https://gainsight.zoom.us/j/860483241

Meeting ID: 860 483 241

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Meeting ID: 860 483 241
Find your local number: https://gainsight.zoom.us/u/adYC5ows6F
 

6 replies

angelahibdon
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HI @spencer_engel - I’m trying to create reports that show daily usage metrics we have in a custom object (data coming in from S3) in Gainsight as a line chart where one line shows data for this year and another line shows data from the same time last year, so we can see if / when our clients are dropping in usage across our entire client base. Is there a way to create fields in reports using the +formula field, or do I have to create fields on the custom object and write rules to dump the data into those fields from one year ago?

Angela Hibdon
ml2019
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Badge +2

Hi Spencer, 

I’ve created an internal reminder email program in JO. I want to ask a survey question in the email body and need help with this. 

rob_deaderick

Hi Spencer - I’m looking for the best way to represent a dynamic GRR on a dashboard - basically, a calculated field that can be updated by filters.  I’ve designed a workaround solution, but I’d like to know if there are any better ways.

tony_tao
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  1. How to report on count of 0 
  2. how to update CTA fields via csv
R
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Question about Transformations

T

Hi Spencer - How can we ensure CTAs and related tasks are mapped accordingly to their Salesforce Accounts with propper assignments so Reps who work out of Salesforce can be in the loop. Looking forward to hearing your thoughts.

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