Hi everyone, this thread is for our Thursday Admin Office Hours session, which will be held Thursday, July 18, 2019. Submit your questions to this thread, and we'll address them during our session at 11am PT / 12pm MT / 1pm CT / 2pm ET.
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Admin Office Hours - 7/18/19
Userlevel 7
+3
+4
Hi Spencer,
Do you know if we can use if function in the formula field? For instances: if(Churn<0, Churn/Churn Goal)
Do you know if we can use if function in the formula field? For instances: if(Churn<0, Churn/Churn Goal)
Hi Spencer,
I'm looking to create a rule that captures the last Timeline entry in order to have more flexibility with reporting. Can you walk me through this process, and also clarify if I need to create a new field first in either Gainsight or Salesforce?
I'm looking to create a rule that captures the last Timeline entry in order to have more flexibility with reporting. Can you walk me through this process, and also clarify if I need to create a new field first in either Gainsight or Salesforce?
Userlevel 7
+3
Hi Lauren -
You don't necessarily need to create a field unless there's something specific from said Timeline activity and push it to SFDC or MDA. For capturing the data you need, try checking out this video and see if it helps. Thanks!
https://community.gainsight.com/conversations/how-to-aggregate-and-merge-data-in-the-rules-engine-5cc73f10e4b0f65098ff23bd
You don't necessarily need to create a field unless there's something specific from said Timeline activity and push it to SFDC or MDA. For capturing the data you need, try checking out this video and see if it helps. Thanks!
https://community.gainsight.com/conversations/how-to-aggregate-and-merge-data-in-the-rules-engine-5cc73f10e4b0f65098ff23bd
Looking to confirm a JO program email to be sent 24 hours priorto a date field
Hey Spencer,
I just posted a question on Community that I was hoping we could discuss during Admin Office Hours - https://community.gainsight.com/conversations/pivoting-a-table-from-horizontal-to-vertical-5d30820fe4b00474137fed40
Let me know!
Shane
I just posted a question on Community that I was hoping we could discuss during Admin Office Hours - https://community.gainsight.com/conversations/pivoting-a-table-from-horizontal-to-vertical-5d30820fe4b00474137fed40
Let me know!
Shane
Thanks, Spencer! I watched the video, but I still had a couple of questions. Mainly, I wanted to clarify when I should use the option to pull two data sets and merge them. I'm not entirely sure if my particular use case requires that step.
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