US Admin Office Hours (Tuesday session) - 05/02/23 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

Scott,

I’m looking to send out a survey in an email template in a CTA or Gmail.  Question is: If we do this, can we track who responded to the survey? Is it based on the recipient? Or would it be anonymous?

I need a better understanding of how a rule engine rule such as (Subtract N Days from Rule Date 1) really works, specifically does it take “time of day” into consideration.

We have a rule that searches for any QBR (Quarterly Business Review) CTA that closed the previous day. If found, generate a new QBR CTA due 90 days later, avoid duplicates if one already exists that is Open. See screen print for rule setup.

Now, I’ve also observed that ALL CTA Close Dates are closed with a time stamp of 7:30 am PST, regardless of the actual time of day in which the CTA was closed.

• I ran the rule in TEST RUN mode at 7:10 am PST, it picked up 1 record as I expected based on the data I had setup.
• I ran the rule in TEST RUN mode at 7:40 am PST, it picked up *the same* 1 record as before.

Now to the real questions:

• Does Filter A above include all records that closed from 12:00 am - 7:29:59 am, of the previous day?
• Does Filter B include all records that closed “today”, up until the “Rule Date”?

Question about syncing from Salesforce to Gainsight. We have jobs set up in Connector2. If I run the job with Real Time Sync, I get an error: “No such column 'FullName' on sobject of type PlatformEventChannel”. If I run without Real Time Sync, I get “Partial Success”. 

I went to the job activities and downloaded the failures, but the one I made updates was not showing on the report nor did the updates show in Gainsight. I’m not sure what I am doing wrong

I grabbed one Id on the report and looked it up in both GS & SF, the error description reads: “GSOBJ_1008 : Invalid/null Gainsight ID provided. [Field Name: Csm] at row number 52”, but it looks like the CSM field did update in this case. 

I need a better understanding of how this sync from SF to GS works. 

Hi Scott,

We are looking to update our Multi-Currency process now that is available. We currently have everything set up and it is being loaded via a rule, but something along the way is causing our currency types to not load correctly. Everything still seems to be blank or in USD. I had a couple of conversations with Support around this topic, and we were thinking it may have had to do with the ‘Honor Source Currency Code’ tickmark, but that didn’t seem to fix it. I was wondering if we could take a look at this and try to troubleshoot a fix.

Thank you!

Hi @sdrostgainsightcom !  Will there be Office Hours tomorrow?  I am attempting to set up some logic to have the task close dates match the due date fields in Objective CTAs (Gantt chart view looks off with the due date being past the closed date on each task and thus is less valuable) and I think we will need to do this with an API.  Would love some help getting started or hear any other recommendations you might have!