US Admin Office Hours (Tuesday session) - 11/08/22 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

  • 7 November 2022
  • 6 replies
  • 72 views
sdrostgainsightcom
Rank
Userlevel 6
Badge +1

Hello everyone!

This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, November 8, 2022 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,  November 8, 2022 at 1pm PT / 2pm MT / 3pm CT / 4pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/96519250125?pwd=cHJoZkhMQ3ZDNU11bjZYaUV2dlhWQT09

 

Meeting ID: 965 1925 0125

Password: 492558

 

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

https://gainsight.zoom.us/u/ackBgrl8Vo

Scott Drost, Gainsight -- Principal Customer Success Architect

6 replies

bmayden
Rank
Badge +3

I'd love to talk about bringing NPS in via rule. I'm on the struggle bus. I used documentation that says to load to company, then person,  then survey. But I'm a little confused about the loading to company and person. Like, what am I mapping it to?

 

But I'll only be on the 2nd half of the call! 

S
Rank
Badge

Hi Scott,

We recently released a new company and relationship level scorecards (Default). A request has come in to create a secondary company scorecard that would just be used for comparison to the Default scorecard. I’ve created the scorecard and updated the rules and can see the object scorecard fact. The rules run and the default scorecard is updated but the secondary scores are not calculating and posting to the new scorecard fact object. Am I wrong that you can’t have multiple scorecards but only 1 default?

Thanks

bfoleyHS
Rank

Hi Scott. I’m trying to set up a rule that loads Persons created in Gainsight NXT to the SFDC Contact object and I’m not sure how to create the right mapping between Company and SFDC Account in the load rule action so as to create the contact on the matching Account from GS Company. Would appreciate your guidance on that topic!

M
Rank
Badge

Hi Scott! I’d like to review the scorecard configuration changes I made since we spoke last week. If time permits, I would also like to look at how to trigger a CTA based off a Timeline field selection.

Thanks! Melissa

ACT
Rank
Badge

Hey Scott - Need help piping in data from a SFDC UAT object for CSM testing. I set up the connection in connectors but I do not see the object in reports so I’m wondering if this is a permissions issue.

K
Rank
Badge +4

I’m writing a rule to pull Events from a customer SFDC object and write to Gainsight Timeline. For some reason the action is returning multiple lines for each event instead of just one.

Reply


Terms & ConditionsCookie settings