Question

US Admin Office Hours - 1/17/19

  • 15 January 2019
  • 7 replies
  • 120 views

Userlevel 7
Badge +2
This thread is for the Admin Office Hours session for Thursday January 17, 2019. Submit your questions to this thread and we'll address them during our session at 11am PST / 12pm MST / 1pm CST / 2pm EST.



There is no need to register for the sessions anymore. 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



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



7 replies

Badge
What is the purpose of the 'manager' standard field on the MDA user object? How does it relate to manager on the SFDC user object?


Hi - I'd like to walk through how to allow CSMs to update Sentiment Score within a timeline entry.


Badge
1. How to create Dashboards on a relationship basis using MDA data



2. How to use persons for relationships


I'm working on a process for pre-filtering failed participants due to being part of the bounce list. I'm looking at the AO Emails and AO Participants objects and some of the failed participants due to bounce are not in those lists. Wondering where else we can find bouncing participant data for this or if I should consider a different strategy.


Userlevel 7
Badge +2
Hi everyone - office hours are happening right now! Quite a few people who asked questions aren't on yet, but there's still time.



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


Userlevel 7
Badge +2
Hi Kyle - The Manager ID is designed to allow looking up users to manager groups. It relates to the manager on the SFDC user object only if you configure it to do so. Hopefully this article helps more: https://support.gainsight.com/Data_Management/Gainsight_Standard_Objects/Gainsight_User_Object


Userlevel 7
Badge +2
Hi Amber - I'm happy to go through this in more detail during next week's office hours, but to get you started:



You could have (or maybe you already do have) a picklist within a timeline activity configuration that allows users to assign a sentiment to an activity (e.g. red, yellow, or green). Then you could create a rule that looks at the latest timeline entry and updates the scorecard measure accordingly based on what that timeline entry's value is.


Reply