Replies posted by manmeet_dosanjh
So we have page layout assignments for our CSMs based on their profile. This works when accessing, say the Account object, from the “Sales” app. However, these settings don’t seem to stick when viewing the SFDC Account object from the Gainsight app. Screenshots are attached. Sales view Gainsight App view As you can see - the page layout assignments are not the same. I’m mostly curious to see if anyone else is experiencing this? I can open a ticket with salesforce but wanted to check with GS first.
Aditya, Apologies, a bit difficult to explain over threads like this. I’ll back up a bit to give some context. We have fields on the Account object: Account Owner, EMEA CSM, East Coast CSM, and West Coast CSM. Based on user location (from contact record), I’ve created formula fields that stamp the region the contact is in, i.e “West Coast”, “East Coast” , “EMEA”, “APAC”. So based off of that information, I want to create CTAs that route to the appropriate value from the CSM fields. Ex: If routing country = England, then Region = “EMEA”, so I want to route the CTA to the rep populated in the “EMEA CSM” field. This is not possible with one catch-all merge function since the logic determines which rep would receive the CTA. Easy thing to do is break these into 3 separate rules since they all have the same qualifying logic (new user provision date), and then based on if the routing will go to East Coast, West Coast, or EMEA CSM What I’m wondering is if I was able to do this in 1 CTA r
Hi Aditya, We have lookup fields on the account for additional CSMs, so I’m utilizing those fields for the Owner of the CTA based on the logic in the Setup step. I’m creating 3 separate fetches, based on user location, then using those CSM fields to route to the appropriate rep. I know the rules engine require that all branches are connected, however merges won’t work for my use case here. I need each fetch to map to a distinct action because of the multiple CSMs per account. I just wanted to check whether I can have this rule run based on the 3 fetch actions and just having merges created but not utilized in the action window?
+1 to this request! I get these questions from our reps constantly and like above, only workaround is to delete the activity and create a new one. Changing the type on an activity should be a standard out of the box setting. Like in Salesforce, it's a very common thing to incorporate into a workflow to just change the type of the activity instead of closing/deleting and then creating a new task with the correct type. It seems strange that this would be restricted but would love this to be an option in the future.
+1 to this request! I would envision that this would work similar to how Salesforce reports allow you to just enter a ',' between values, even if it's '=' or 'includes'. This would be much easier than adding the field each time then editing the filter logic to OR.
Ahh okay sorry, wasn't sure you were returning more information than just the Account Name. What kind of filters do you have setup for this report? You could also add a group by option? If you group by the Account Name, then you'd only return 1 value for the Account, and have all the other values grouped together under that Account name.
Hi James, This usually happens to me if I am reporting or fetching data from the User level rather than the account level. In other words, if you have a row for each user in the MDA table, and each row has the Account Name column, with same value. It would return the account name for each contact in the MDA. Which is similar to what you have listed above. I'm not sure what object you are reporting from or how the source is structured to provide a better answer though. Depending on your report structure, you could add a count distinct or change the filters so that you are pulling from the account level rather than a user or contract or opp level.
Hi Sailaja, Thanks for responding! Yes, adoption explorer looks great from the demos and the Pulse session that introduced this feature. I thought it was an add-on cost and so it was something I hadn't really considered as I don't have budget for adding any new features this year.
Yup that is correct. Each record has values for the usage event code, ip address, username, and date. I use the report builder to aggregate usage into 'Month' format. That makes sense, only way to display with current format of our data is to create 'fake' usage event for each month that the account didn't use it for, not ideal but had to see if anyone had a workaround. Thanks Dan!
Hey! Thanks Spencer, this solution should work but I liked the formatting of the line graph more and was wondering how to do the calculation for that as well. Might not be necessary in this scenario but for future referenc would be helpful to still know how best to do a calculation like that (though I think when Bionic Reporting is rolled out, that sort of stuff should be easy to do in the report builder).
Hi Martha, Apologies on the delayed response here! Didn't quite read the email clearly and didn't realize there was a question. Anyways, you can find the Bionic Rule limitations here: [url=https://support.gainsight.com/Rules_Engine/Admin_Guides/Bionic_Rules_-_Prerequisite_Knowledge_and_Limitations]https://support.gainsight.com/Rules_Engine/Admin_Guides/Bionic_Rules_-_Prerequisite_Knowledge_and_Limitations[/url] Looks like the max number of tasks allowed is 15 for input and 60 actions allowed for output
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