This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, January 10, 2023 at 1pm PT / 2pm MT / 3pm CT / 4pm 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):
Tuesday, January 10, 2023 at 1pm PT / 2pm MT / 3pm CT / 4pm ET
Join Zoom Meeting:
Meeting ID: 965 1925 0125
For dial-in info by your location, find your local number:
I’m trying to figure out the best way to handle broker contacts and their relationships to the companies they represent. I’d love some help figuring out the best way to leverage Gainsight’s person model to manage broker/agency contacts in my GS instance.
One problem I’m encountering is when CSMs log emails to Timeline, the broker contact is associated with many accounts and the Timeline Activity rarely maps to the correct account.
My company leverages a custom “Partner Contact” object in SFDC. Wondering how you or other GS customers you’ve worked with have configured this. I’m thinking I would create records in the Person object, and then map via Company Person to the companies they represent.
Trying to build a report on Success Plans. We have a couple of Date fields (Desired Launch Date and Actual Launch Date). I am trying to build a report that will show only results for when the Actual is greater/later than the Desired. Is this possible?
Hey Scott - Just need to go over the CTA Owner Update Rule.
Our rules engine is calling an external action API that feeds into JO.
How can we write the program in JO based on different types of products in opportunity?
Have some questions about a rule I’m building to trigger a CTA when a new ‘account owner’ is assigned in SFDC. Thanks
I have a question regarding one time JO Programs, do we keep them active or we can pause them? What is the best practice? Also what could be impacted if we just Stop them?
I have updated our Quarterly Performance Survey to include a N/A value option with our 0-10 rating that we use to convert the results into a Health Scorecard for the associated measures, and would appreciate some guidance on how best to exclude those N/A results from the scoring calculated in the rule so we don’t skew the average of the numerical results.