Conversations

Conversations 1 - 20 of 146
Photo of Dan Ahrens
Your input needed - what should go in Timeline?
Hi Community! As we continue to develop capabilities around Timeline, we wanted to get your feedback on how you would like to use it in ...
  • 2 me toos
  • 16 replies
  • Question
  • In Progress
Photo of Pele
Do merged accounts keep timeline entries?
If a Salesforce account records are merged, are the timeline entries from both accounts kept? I don't think it's possible yet to reassign...
  • 2 me toos
  • 3 replies
  • Question
  • Answered
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...
  • 7 me toos
  • 3 replies
  • Idea
  • Implemented
Photo of Tom Gerth
Delete Company records from UI
Is there any plan for future functionality where customers will be able to delete unused records from the "Company" object? This is a pr...
  • 8 me toos
  • 7 replies
  • Idea
  • Implemented
Photo of Dan Ahrens
Templates for specific Timeline activities
Timeline is so juicy....I love it! One idea that could really help to drive organizational consistency is the ability to define a templa...
  • 38 me toos
  • 22 replies
  • Idea
  • Under Consideration
Photo of Kate Green
Show Enable Export Info on Rule Setup Summary
It would be helpful to know details about whether a task is enabled for export without having to open up each task.  Something like this:
  • 3 me toos
  • 1 reply
  • Idea
Photo of Matthew Weinreb
"Bionic Reports"........Is Something Like This On The Roadmap?
Is there anything on the roadmap that will allow us to join different objects for reporting without writing rules to merge data in MDA ta...
  • 13 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Nadav Shem-Tov
Export Gainsight360
Hello,  A few of my customers have shown interest in exporting section from the Gainsight 360 view, specifically for the sections on the...
  • 7 me toos
  • 4 replies
  • Question
  • Acknowledged
Photo of Alex LeGay
Download participants from a program
I know how to pull the program id and report on program participants but it would be nice if you could just download the participants str...
  • 7 me toos
  • 3 replies
  • Idea
Photo of Seth
DateDiff should be able to be negative
I'm using the new DateDiff function in a Formula Field for the first time. I expected that, if the DateDiff's "start date" was earlier t...
  • 6 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Marcelo
Select which programs we want to be considered for Journey Analytics
We really like the Journey Analytics section as it displays very useful information in a very intuitive way. The only hindering factor fo...
  • 5 me toos
  • 4 replies
  • Idea
Photo of Spencer Engel
Is it possible/on the roadmap to enable advanced scheduling for Advanced Outreach bionic queries?
It appears that the most granular we can run bionic queries for Advanced Outreaches is daily (documentation link). Do we have any plans t...
  • 9 me toos
  • 3 replies
  • Question
  • Acknowledged
Photo of Kate Green
"Continue" in Journey Orchestrator Program
I'm trying to find some documentation on the functionality around "Continue" in a Program in Journey Orchestrator:What does Continue mean...
  • 2 me toos
  • 3 replies
  • Question
  • Answered
Photo of Anirudh Allika
Delete field in MDA object
Can we have a option to delete fields in MDA objects
  • 23 me toos
  • 7 replies
  • Idea
  • Implemented
Photo of Kate Green
Relate Timeline Activity to Account Shows Prospects (Pool)
We have noticed that the search field for relating Timeline Activities includes prospects, even though those aren't included in the main ...
  • 1 me too
  • 4 replies
  • Problem
  • Solved
Photo of Chris Beaven
Ability to CC/BCC contacts on CoPilot outreach
I've heard a few customers ask about the possibility to CC or BCC internal contacts on a CoPilot outreach. The CC/BCC could be a specific...
  • 28 me toos
  • 19 replies
  • Idea
  • Under Consideration
Photo of Zach Davis
Create Query for Advanced Outreach from Bionic Rule
I am assuming we are using the same framework for the Advanced Outreach Query builder that is being used for Bionic Rules, it would be ni...
  • 13 me toos
  • 3 replies
  • Idea
Photo of nstuyvesant
Reporting 2.0 - inconsistent date filtering between Salesforce and MDA
If you want to generate a report with a date range, you can not use the same approach for Salesforce and MDA objects. For example, if yo...
  • 3 me toos
  • 4 replies
  • Problem
  • Acknowledged
Photo of Ankur Bhat
"Send Email" action type in Bionic Rules.
Since we are going to depreciate the custom rules in future, it would be great to have the "Send Email" action type functionality added t...
  • 8 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Pele
Is it possible to include "mailto:" in hyperlink for email address in CTA comments?
Not sure if I'm just running into a bug, but I've created a rule-driven CTA that includes a tokened email address in the comments section...
  • 4 me toos
  • 4 replies
  • Question
  • Acknowledged