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Sponsor Tracking: Ability to report on customers who DO NOT have Sponsors identified

  • October 8, 2015
  • 4 replies
  • 27 views

sarah_couch
It would be great to be able to report on customers who do not have anybody identified (pending or actually tracked) in Sponsor Tracking. It's a risk if we don't have relationships tracked at this level so it would be great to be able to report on customers who do not have records in this object.

4 replies

brandon
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  • Contributor ⭐️⭐️⭐️⭐️
  • October 8, 2015
agreed.  For example, I would want to pay more attention to those customers through CTAs since I have less visibility into them.

manu_mittal
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  • Gainsight Employee ⭐️
  • October 8, 2015
Great suggestion, Sarah. 

One work-around that can be implemented today is to create a custom field on the Contact object, and then have the Rules Engine update the status from our Sponsor Tracking object. Contacts who don't have a record in this object will have null values in the field, which you can report on.

Rule extracts all the Contacts and their respective Status:

      



Then updates the Contact object:

      


darkknight
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  • Expert ⭐️
  • August 3, 2016
Writing back to SFDC objects is not a preferable approach.  Any idea when we would be able to have the ability to do this natively?

manu_mittal
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  • Gainsight Employee ⭐️
  • August 3, 2016
The CTA use-case, I believe we can address natively by using the "include accounts where data is unavailable" option in the rules engine. This would essentially return Accounts where no Contact is tracked at all (base object being "SponsorTracking"). The reporting use-case, however, can't be addressed directly right now.