This thread is for today’s Tuesday Admin Office Hours session on Tuesday, December 12, 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, December 12, 2022 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 have 2 questions
Hope you are feeling better.
I have a question about linked fields in success plans. Maybe I’m using them wrong and what I want to accomplish maybe 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.
I have couple of questions about a JO that I am working on.
Also a question related to user management.
I have a rule COPY of [v2] Admin: Load to Gainsight Object (Account Support Team Member) that needs to be updated to do the following:
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?
Hope you’re feeling better! Have a quick question about an activity timeline rule i’m working on, might be over thinking it but need a quick eye. Thanks man!
Hey Scott - 2 questions. Need help with Home ribbon and CTA fields.
Will there be Office Hours this afternoon? I did not see a thread. Thanks!
Just got the new thread posted
@angela_domenichelli -- link is below. See you there hopefully!