This thread is for our upcoming Thursday Admin Office Hours session on Thursday, March 16, 2023 at 11am PT / 12pm MT / 1pm CT / 2pm ET.
Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).
There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!
Conference Details (Zoom):
Thursday, March 16, 2023 at 11am PT / 12pm MT / 1pm CT / 2pm ET
Join Zoom Meeting
Meeting ID: 932 1022 3297
For dial-in info by your location, find your local number:
Hi Scott, I would need help to create the Weekly Report (related list) to continue from Tuesday.
Can you help us trouble shoot for when JO didn’t send an email.
I need help to set up an action to clear the scores from the rule we started on last week. Also I need to understand associated records on timeline and how I can use that for filtering, we are so confused by the timeline logic of what appears where and hoping we can use assoicated records to help. Also, if you have a configuration example of creating a closed objective CTA into a milestone, that would be awesome.
I am trying to create a request end point to access data.
Would I need to go to salesforce admin to help me figure out how to complete the details below? Is there a way to find this out by myself?
Adding records in low volume object.
Hey Scott - Need help linking an object to a CTA Creation Rule.
Hi Scott, I’d love to get your help with creating a rule that generates a Success Plan 180 days after another Success Plan is closed OR at the Next Date of Service (a field we have on the Company object). Whichever is sooner. Also, we don’t want any Success Plan to generate if there’s already an open one. Thanks!
Emails aren’t firing on Journey Orchestrator. Even after Syncing the Participants. Should be a Simple fix