US Admin Office Hours - 6/18/19 - 9 a.m. PT

  • 17 June 2019
  • 4 replies

Userlevel 7
Badge +2
Hi everyone, this thread is for our new second weekly Admin Office Hours session, which will be held Tuesday, June 18, 2019. Submit your questions to this thread and we'll address them during our session at 9am PT / 10am MT / 11am CT / noon ET.

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

You can also dial in using your phone.

United States: +1 (872) 240-3412

Access Code: 493-151-677

4 replies

Userlevel 2
Hey Spencer, so I've got a few questions mostly pertaining to blocks our CSMs are having adopting gainsight vs. normal salesforce.

1. Our US CSMs use Cirrus to track their emails in Salesforce, we know about BCC to timeline but they would prefer Cirrus. Is it possible to load these email Activities into timeline?

2. Can we sync timeline events (that are not tasks) to salesforce? (meetings, calls, etc.)

3. Instead of NPS we use our own standard called the Happy Index based on our 4 smileys. Is it possible to customize the Survey building tool so that a question can be asked, and for the response it would show 4 buttons with our smiley graphics? many emails can I send in programs at once?


Userlevel 6
Badge +4
We want to generate a report that contains the Health Score when the Renewal Opportunity was escalated on the account. We have snapshots enabled but what we really need is be able to pull the score of the snapshot nearest and before the escalation date (defined on the opportunity) because escalating the renewal will drop the overall health score.

Userlevel 6
Badge +2
How to return single value results from datasets

Userlevel 4
How to create a rul to load values from one field to another