US Admin Office Hours (Thursday session) - 12/01/22 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

sdrostgainsightcom
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Hello everyone!

 

This thread is for today’s Thursday Admin Office Hours session on Thursday, December 1, 2022 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, December 1, 2022 at 11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting

https://gainsight.zoom.us/j/95165805521?pwd=c1k1SUZvTExZTFNVTDJEc3RpQzA1UT09

 

Meeting ID: 951 6580 5521

Passcode: 847345

 

For dial-in info by your location, find your local number:

https://gainsight.zoom.us/u/aeHxu8PlmL

Scott Drost, Gainsight -- Principal Customer Success Architect

10 replies

A
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Hi Scott, 

I have a question regarding an activity timeline that was never brought in Gainsight from SF with the job. Also need to ask smth about a rule that I am working on. 

S
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Hi Scott,

I have a question about linked fields in success plans. Maybe I’m using them wrong and what I want to accomplish isn’t possible. I have an object that stores information from Salesforce that will get refreshed periodically. I have a field on the success plan and have it pointing to the field on the object not storing the static value in the success plan object. I would expect to see the value from the other object, but I don’t, and have it dynamic so that when the value is updated on the object the Success Plan will have the new value showing. Hope that all makes sense.

Thanks

 

M
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Hi,  We have a status, Red, Yellow, Green as Text.  How can I make it show as a color in a report/dashboard.  I have mapped the color, but I don’t know how to make it show that color in the dashboard.

We were working with Jared Nunes on a couple of items, but he is out of office.  We need support to have SFDC stop overwritting the name of our relationships.

We have a couple of duration metrics as well, and they are not populating and we are having trouble troubleshooting why the calculations are not showing.  

rho_ran_experian
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Hi Scott,

I have a rule that needs to be updated to do the following:

  1. Delete a record in GS if it is deleted in SF
  2. Add a filter to only consider records edited or created since the rule last ran.

I’m not sure how to do 1 and would like you review of how I want to accomplish 2. 

Also, my communications team wants to be able to send an email from the CEO using a corporate email address.  How do I use that kind of address in a JO program?

Thanks,

Rhonda

M
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Hi Scott - Quick question on the capability of adding a default text field to a Success Plan template.

Thanks! Melissa

K
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Cheers Scott,

My team is wondering if there are any recommendations for integrating Gainsight with Salesforce’s FSL tool. This is currently used for scheduling, service appointments, etc. If there are any sort of templates we could reference, that would be excellent.

Thank you for your help! 

Kent

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Hey Scott - Just want to know if we can customize ribbon attributes in home configuration. There is an option for “Renewals in the Next 90 Days”. Would like to change to “Renewals this Quarter” and add an option for “Renewals Next Quarter”.

Best,

Alex

N

Hi Scott,

I am having Issues loading in CSAT responses. If I try to load responses based on 1 email address, it works as expected. However, if I try to load all responses in the file, the rule fails. Checking the execution History, I see that the responses make it all the way to the action step but the rule is failing at the action step. I do not have any filters in the action step except for the test when I only bring in responses for a single email.

sdrostgainsightcom
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Hello all -- I will post this notice to the Meetings and Office Hours channel here as well, but wanted all responders here to have a direct notification that I have to cancel Office Hours today due to illness.

 

Thank you for your understanding.  I will be back on Tuesday for the regularly-scheduled session, and if I have some time before then, I will try to answer a few questions in the thread here.

 

Scott Drost

Scott Drost, Gainsight -- Principal Customer Success Architect
rho_ran_experian
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Scott,

Hope you feel better soon?

Rhonda

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