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melissa_ranney
melissa_ranney
Helper ⭐️
July 18, 2016
Solved

Adding Power List token fields--Implementation Project: Owner ID Phone and Owner ID Title

  • July 18, 2016
  • 9 replies
  • 109 views
Hello!

I'm looking to have the following options added to the
drop-down list of Salesforce field options that can used as tokens in
e-mails:



Implementation Project: Owner ID Phone

Implementation Project: Owner ID Title



Currently, the options of 'Owner ID Name' and 'Owner ID
Email' are available, however the Phone and Title pieces are not (I have
also attached a screenshot for reference).

The sourcing of these pieces of information is critical to various
communications we will be sending in order to ensure that our customers
have the appropriate contact information, so I was wondering if this would be at all possible to implement.

Thank you!



    Best answer by melissa_ranney
    Hi Scott!

    Thank you so much for the detailed response! So based on your explanations, my specific situation would be number 2. I will attach a screenshot of an example Power List that we utilize to pull specific Implementation Project information:



    The Owner tokens are pulled from the 'Owner' Salesforce field in the upper right-hand corner of the Implementation Project details.

    I'm not sure if this helps? Let me know if I can help provide any more clarity!

    Thank you again!

    -Melissa

    9 replies

    smorrisgainsightcom
    smorrisgainsightcom
    Helper ⭐️⭐️⭐️
    July 18, 2016
    Hi Melissa!

    Is the Implementation Project object in Salesforce or in Gainsight's MDA?  Based on the screenshot, it looks like a Salesforce object.  If so, a few questions:

    1.  Can you add custom fields to this object or is there a blocker to that?
    2.  Is the relationship between Implementation and SFDC Account 1:1 or Many : 1? 

    Thanks
    Scott
    melissa_ranney
    melissa_ranneyAuthor
    Helper ⭐️
    July 20, 2016
    Hi Scott!

    You are correct, it is a Salesforce object.

    1. Unfortunately I am not able to add custom fields to this object.
    2. I guess I'm not entirely sure on the answer to this question. Could you kindly elaborate a bit to help me understand?

    Thank you for your help!

    Thanks,
    Melissa
    smorrisgainsightcom
    smorrisgainsightcom
    Helper ⭐️⭐️⭐️
    July 21, 2016
    Sure! 

    So the real question that will help me guide you in how to implement this is essentially the relationship between the Implementation Project record and the Salesforce Account record.  There are two possible scenarios here, so let me know which one of these is the case:

    1.  There is 1 Implementation Project record for each Salesforce Account record (also note that there could be 0 Implementation Project records to an Account if there isn't one).  If that's the case, we can add the required fields to Gainsight's Customer Info object.

    2.  There are multiple Implementation Project records to one Salesforce Account meaning that there could be any number of Implementation Projects to one Salesforce Account.  If this is the case, how are you determining which Implementation Project the merge fields or tokens are driven from?

    Let me know if this helps and if not we can take it offline and discuss.

    Thanks
    melissa_ranney
    melissa_ranneyAuthorAnswer
    Helper ⭐️
    July 21, 2016
    Hi Scott!

    Thank you so much for the detailed response! So based on your explanations, my specific situation would be number 2. I will attach a screenshot of an example Power List that we utilize to pull specific Implementation Project information:



    The Owner tokens are pulled from the 'Owner' Salesforce field in the upper right-hand corner of the Implementation Project details.

    I'm not sure if this helps? Let me know if I can help provide any more clarity!

    Thank you again!

    -Melissa
    melissa_ranney
    melissa_ranneyAuthor
    Helper ⭐️
    August 2, 2016
    Hi Scott,

    I just wanted to follow-up and see if you needed any further information/clarification from my end on this issue?

    Thanks,
    Melissa
    melissa_ranney
    melissa_ranneyAuthor
    Helper ⭐️
    September 1, 2016
    Hello!

    Just curious if there was an update on this inquiry? It would save us a lot of manual entry if the Owner ID's Phone Number could also source as a token in our communications.

    Thanks!
    Melissa
    smorrisgainsightcom
    smorrisgainsightcom
    Helper ⭐️⭐️⭐️
    September 2, 2016
    Hi Melissa:

    So sorry I missed this.  Can you shoot me an email directly and we can sync over a 30 minute meeting?

    My email is smorris@gainsight.com
    melissa_ranney
    melissa_ranneyAuthor
    Helper ⭐️
    September 15, 2016
    Hi Scott,

    Looking to follow up on this since it has been over a week since I have heard anything.

    Can we please connect again on this request?

    Thanks,
    Melissa
    smorrisgainsightcom
    smorrisgainsightcom
    Helper ⭐️⭐️⭐️
    September 15, 2016
    Hey Melissa:

    I just followed up on our email thread.  Looking forward to connecting.

    Scott
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