Apologies for the late post, but yes, there will be an Office Hours session today!
This thread is for today’s Tuesday Admin Office Hours session, Tuesday, January 24, 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 24, 2023 at 1pm PT / 2pm MT / 3pm CT / 4pm ET
Join Zoom Meeting:
Meeting ID: 975 6367 2477
For dial-in info by your location, find your local number:
Hopefully you can jump on tomorrow’s session
@jochle , but a few things to think about in the meantime so you can to try to fix in advance:
Hope that helps - if not, I will have the new thread posted in a few minutes for tomorrow’s office hours!
@sdrostgainsightcom, I tested my rule in Sandbox and the Comment field in the Close CTA Action does indeed append the comment data in the CTA, it does not override.
Hi Scott, I have a rule pushing contacts to SFDC. It’s failing and I can’t determine why. Could be field for phone in SFDC is a Phone field?
Still curious about above, but now I don’t think so. I have a filter in place for one contact record and it fails, if I remove the filter and test run it passes (including the record that fails when filtered on)?
have a question about an error Im getting on the end user side on gainsight home, thanks!
Hi Scott - I’d like to pick your brain regarding our sandbox SFDC tenant being seemingly connected to two Gainsights (a legacy SFDC one and our new NXT one). I’m curious what kind of tribal knowledge you might have about what’s expected in this scenario.
I probably won’t be on until 3:30 p.m. CT FYI
Hi Scott! I’d like to look at a Load to Company Rule with a custom field on the Company object.
Jared configured for us a report that pulls in both survey data and salesforce data and merges them together, we have since added new questions and need new fields. Can you assist on the steps to add in new survey questions and sfdc fields.
I have 2 questions - one regarding a step in the rules engine that is filtering out certain data, that I want to filter out only for triggering but not for reporting (sending along in the email template).
2. For surveys, can we upload a csv file to send out a survey, yet somehow schedule the survey at a different time and schedule reminders ahead of time if the customer does not respond.
I have field coming in from a SF object where the field is a formula field copying data from another object. As are result it is a text field. In the original object the field it is a picklist field, so I know the data is standardized. I would like to bring the text field into into GS as a dropdown. Is there any way to do that?
Hey Scott - Need help editing one of my rules to reset ACV Risk values to 0 when there are no cases open/no deal risk. Also, want to know if comments section for close CTA Rule will append, not override comments in CTAs.