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Conversations

Recent Conversations
Conversations 1 - 20 of 4500
Photo of Sarah Couch
Is there a way to report on the rules in the rules engine?
I need to create a comprehensive report on active rules in the rules engine including what actions will result in the rule running and wh...
  • 14 me toos
  • 11 replies
  • Question
  • Answered
Photo of Diane Morneau
Advanced Outreach - dropping campaign recipients timely
We have several campaigns running now with Advanced Outreach (AO). Some are sequential email campaigns. Some are 3 steps sends with some ...
  • 1 me too
  • 2 replies
  • Question
Photo of Ben
Can you report on participants added to an AO and group by added month/quarter?
I want to allow for a quick calculation of response rate across multiple Advanced Outreaches. I have already reported on survey submissio...
  • 3 me toos
  • 2 replies
  • Question
Photo of Shiv Kumar Katiyar
Pop-up asking for reason and action while changing a Health score.
Hi All, There is one requirement that I have got from one of our customer, I checked internally but seems like this isn't possible with ...
  • 1 me too
  • 0 replies
  • Idea
Photo of Jeff Kirkpatrick
Scorecard: Adjust the Scoring Scheme ranges to reflect logically
The Scoring Scheme in Scorecard 2.0 is not logical from a UI perspective.   The LEFT number in each range is the only one an admin can c...
  • 8 me toos
  • 4 replies
  • Idea
Photo of Jackie Cofield
Can you save and report on health score comments?
There's an interest among some on my team to maintain all health score comments, which we update for each customer weekly.  Is it possib...
  • 1 me too
  • 3 replies
  • Question
Photo of Kiersti Felska
Formulas in REports 2.0
I need to build some formula fields in a report like we do for salesforce but unable to find this function in report 2.0.  Do i have to u...
  • 36 me toos
  • 12 replies
  • Idea
  • Under Consideration
Photo of Dallis King
Option to Reset a Report Filter
I encourage my CSMs to take advantage of being able to filter the reports on their dashboards by themselves. They will use them to change...
  • 3 me toos
  • 3 replies
  • Idea
Photo of Jon Harris
ScoreCard 2.0 Exceptions
On our Scorecards, we have a measurement "Usage" which is calculated by two Sub Measurements "Call Volumes" and "User Volumes".  As with ...
  • 2 me toos
  • 0 replies
  • Idea
Photo of Kara Kogelman
Can I use a picklist field in a Formula field in Query builder?
I want to create a formula field using a picklist value in the Query Builder for Advanced Outreaches.  Is this possible or do I first nee...
  • 1 me too
  • 0 replies
  • Question
Photo of Gidon Payenson
CTA Timeline entries and Case Tasks (Activities)
How to store CTA Timeline entries into a linked SFDC object (e.g. Case) and visa versa - how to store Case Tasks (Activities) as Timeline...
  • 1 me too
  • 2 replies
  • Question
Photo of Jackie Cofield
Best practice for weekly update roundup from CSMs to management
I'm curious to know how others here execute a weekly update from all CSMs on customer status to management/company.  Right now, we have ...
  • 2 me toos
  • 0 replies
  • Question
Photo of Jeff Kirkpatrick
When S3 job is "partial success" the email comes through as "Data Load Successful"
When an S3 job is a "Partial Success" because X number of records failed, the email is coming through as "Data Load Successful" I re...
  • 6 me toos
  • 1 reply
  • Problem
Photo of Seth
Color health scores in Reporting
It drives me a bit batty that, when I report on health scores, using "Current Score Name", I get the hexadecimal color. It'd be great if ...
  • 16 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Marcelo
Send yearly survey for multi-year deals
Lets see if anyone can think of a solution to this. Some of our customers have multi-year deals (which can span from 13 month to more tha...
  • 1 me too
  • 2 replies
  • Question
Photo of Seth
Do not generate CTA in new Rule Action if all Identifiers are identical
I have a Rule that creates CTAs, but I'm updating the Bionic Query to, well, make it more complex. As a results, I need to change the Ac...
  • 1 me too
  • 2 replies
  • Problem
  • Solved
Photo of Jeff Kirkpatrick
Does anyone know if there is a way to report out on Bionic Rules?
This older question related to reporting on custom rules is flagged as "Answered" so i'm posting a new question related to reporting on B...
  • 2 me toos
  • 0 replies
  • Question
Photo of Britton Walker
Customize timeline fields Sally can access
I would really love the ability to customize what fields are available when logging a timeline activity through Sally. Our CSM's have qui...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Cameron Wright
Remove edit access to CTA due date for certain users
I have a customer that would like the ability to be able to lock the CTA due date field for everyone except for Admins. The use case a C...
  • 1 me too
  • 0 replies
  • Idea
Photo of Jeff Kirkpatrick
Reporting: Custom Colors should traverse lookups between tables
I want to call this a problem, but I'm flagging it an idea. I am building an "at risk" accounts report based off of the Company object. ...
  • 1 me too
  • 0 replies
  • Idea